MDRN Capital

Jason Main is a financial advisor at MDRN Capital with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of finance, he is involved as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services through a multi-advisor team model. The firm constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term focus.

Lindsey Tummond is a financial advisor at MDRN Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bancwest Investment Services, Cole Capital Corporation, and AmeriFirst. Lindsey also serves as an Investment Advisor Representative with McAdam, LLC, where she provides financial planning and investment advisory services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs.

Michael Macpherson is a financial advisor at MDRN Capital with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining MDRN Capital, he worked at Huntington National Bank for 12 years and has experience in insurance sales as a licensed insurance agent. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm uses a multi-advisor team model and combines allocations to independent managers with low-cost mutual funds and ETFs, employing both fundamental and technical analysis.

Skyler Otto is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Nationwide Securities, LLC for 15 years. Otto is also appointed with a non-affiliated insurance company to sell fixed insurance, critical illness, disability, and accident insurance products. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Dayne Lawyer is a financial advisor at MDRN Capital with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwest Wealth Management, SMART Wealth, Retire SMART, and D Bryant Retirement Strategies. Outside of advising, he works as a bartender at Northern Lights Venue, a wedding and private event venue in Fort Calhoun, Nebraska. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with a primarily long-term investment approach, offering portfolios implemented through independent managers, mutual funds, ETFs, stocks, and bonds.

Benjamin Cason is a Series 66-licensed advisor with 16 years of industry experience. He has worked at firms including Fisher Investments, Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and focuses on portfolio construction through unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term investment approach.

William Cirksena is a Series 66-licensed advisor at MDRN Capital with five years of industry experience. He previously worked at Cetera Advisor Networks and Enterprise Fleet Management. He is also involved in insurance sales, dedicating about 10% of his time to this activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing oversight.

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Gregg Indovina is a financial advisor at MDRN Capital with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Golden Reserve Retirement, RFG Advisory, and Accelerated Wealth Advisors. Outside of his advisory work, he is a licensed insurance agent affiliated with Golden Reserve, LLC, where he recommends and sells insurance products and fixed annuities. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis with ongoing manager oversight.

Michael Awwad is a financial advisor at MDRN Capital with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, PNC Investments, Huntington Financial Advisors, and Cetera. Outside of advising, he is an adjunct professor teaching finance-related courses at Southern New Hampshire University and serves as Assistant Chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm utilizes unaffiliated independent managers and low-cost mutual funds and ETFs, focusing on long-term portfolio management with flexibility for shorter-term adjustments.

Delano Ponce is a Series 66-licensed financial advisor at MDRN Capital with seven years of industry experience. He previously worked at Edward Jones and Mass Mutual Investors Services and has a background in insurance from his time at State Farm Insurance. He is also involved in MDRN Insurance LLC, where he dedicates part of his time to insurance sales and implementation of insurance recommendations. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Tanner Mathis is a financial advisor at MDRN Capital with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, JPMorgan Securities, Raymond James, and LPL Financial. Outside of his advisory role, he is a co-owner of Beard Key, a business that sells all-natural beard care products. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, offering portfolios that may include independent managers, mutual funds, ETFs, and individual securities.

Patrick Quigley is a financial advisor at MDRN Capital with a Series 65 credential and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and Crunch Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and manages portfolios through allocations to independent managers and low-cost mutual funds and ETFs with a long-term focus.

Aaron Cirksena is a financial advisor at MDRN Capital with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group, Inc. Outside of advisory services, he is the owner and insurance agent of MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and utilizes a range of investment vehicles including independent managers, mutual funds, ETFs, stocks, and bonds.

Eric Kelemen is a financial advisor at MDRN Capital with Series 63 and Series 65 licenses. He has prior experience at Park National Bank, Golden Reserve, and Huntington National Bank. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning, employing a multi-advisor team model and a primarily long-term investment approach.