Todd Mcclain is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors in Flint, MI. He has been with Plante Moran Financial Advisors since 2002 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

Ronald Wiitala is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is the owner of WITALA Financial Services and serves as an independent agent for National Gold Consultants. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches tailored to client goals and risk tolerance.

Dylan Stewart is a CFP® with four years of industry experience, currently serving at Mainstay Capital Management, LLC. He previously worked at Kaydan Wealth Management, Inc. and Ford Estates, LLC. Outside of financial advising, he owns Understand, LLC, a publishing business specializing in books available on Amazon. Mainstay Capital Management provides comprehensive wealth and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach and integrates financial planning with portfolio management, with a particular focus on workplace savings plan management.

Patrick Rice is a CFP® and CFA® with 18 years of industry experience. He has been with Mainstay Capital Management, LLC since 2005. The firm is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets, primarily serving individuals, retirees, and workplace retirement plan participants. Mainstay Capital Management employs a tactical asset allocation approach and is notable for its focus on workplace savings plan management, including services for employees and retirees of large employers such as General Motors and Ford.

Douglas Featherstone Jr. is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Alerus Financial, and CG Advisory Services. He currently serves as a Senior Internal Wholesaler with MissionSquare Retirement. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

William Myers is a financial advisor at Plante Moran Financial Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, Shanty Creek, Dewitt Marine, and served at the University of Alabama. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management.

Gregory Adamczyk is a financial advisor with The Patriot Financial Group, LLC in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, n.a., Oppenheimer & Co., and PNC Wealth Management. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and analytical methods while utilizing both in-house and third-party resources.

Zachary Wilcox is a financial advisor at Mainstay Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Sovita CU, OLV Investment Group, and Huntington Bank. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm primarily serves individuals, retirees, and workplace retirement plan participants, employing a tactical asset allocation approach and offering dedicated 401(k) portfolio management, comprehensive wealth management, and financial planning services.

Timothy Tenneriello is a Series 65-licensed advisor at Procyon with two years of industry experience. Prior to joining Procyon in 2025, he worked at Oliver Langore Vanvalin Investment Group and CS Partners. Outside of financial advising, he owns and oversees two businesses: an interior design firm and an auto repair and body shop, both located in Grand Blanc, Michigan. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing a mix of mutual funds, ETFs, equities, and fixed income through fundamental analysis, and is notable for its role as a private fund adviser and provider of portfolio management for pooled investment vehicles.

Chad Kreda is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network, Mainstay Capital Management, Sentinel Pension Advisors, Financial Technology, Inc., Horizon Financial, and Michigan State University. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental security analysis and provides specialized services such as business exit planning and institutional advisory through affiliated entities.

Erica Witmer is a financial advisor at Mainstay Capital Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Mainstay Capital Management since 2013. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm primarily serves individuals, retirees, and workplace retirement plan participants, using a tactical asset allocation approach that incorporates fundamental, technical, cyclical, quantitative, and qualitative analysis.

Catheryn Makela is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Mainstay Capital Management, LLC since 2024 and previously held roles at LPL Financial and JP Morgan Chase Bank. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in assets, primarily serving individuals, retirees, and workplace retirement plan participants. The firm employs a tactical asset allocation approach and offers specialized management for workplace savings plans, including individual 401(k) accounts.

Bartholomew Mackler is a financial advisor at Mainstay Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Raymond James Financial Services, and TD Ameritrade. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets as of mid-2025. The firm primarily serves individuals, retirees, and workplace retirement plan participants, using a tactical asset allocation approach and providing specialized 401(k) portfolio management and comprehensive wealth management services.

Patricia Thompson is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 44 years of industry experience. She has been with Fahnestock & Co., Inc. since 1999. Outside of her advisory work, she serves as a consultant for Norwex, assisting mainly with fundraisers for nonprofit organizations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Roy Sefton is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also operates Sefton Accounting Associates, providing accounting and tax preparation services. Outside of his advisory role, he serves as an officer and board member of the Saginaw Valley Torch Club, a nonprofit organization. Money Concepts Capital Corp is an enterprise-scale adviser managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse clientele, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary portfolio programs.

Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse range of clients, including individuals, pension plans, charitable and corporate entities, and business owners. The firm primarily provides ETF-based model portfolios complemented by third-party money managers, with a comprehensive approach that includes financial planning, wealth management, and retirement plan consulting.

Kathryn Saylor is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has been with Fifth Third Securities since 2019, having also worked at Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Scott Sobol is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. Outside of his advisory role, Sobol serves as treasurer of the Cambridge Park HOA and co-trustee of a family irrevocable trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary investment programs spanning equity, balanced, and fixed-income portfolios. The firm maintains custody of client assets while operating both advisory and broker-dealer businesses and offers advisory services that include strategic asset allocation and customized retirement consulting.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation and two years of industry experience. He has worked at Hantz Financial Services since 2021 and previously held various positions including roles at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management primarily through ETF-based model portfolios combined with third-party managers and advanced technology platforms.