David Kudla – CEO & Chief Investment Strategist
David Kudla is founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, LLC, a fee-only, independent, Registered Investment Advisor. He is also President and Executive Editor of FIA Publishing, LLC, which publishes the “401k Investor” series of investment advisory newsletters. David speaks at national conferences, conducts educational seminars, writes articles about retirement planning and investing, and has advised thousands of workplace savings plan participants. David is a contributing writer for Dow Jones MarketWatch and Forbes. His insights into investments, the financial markets, and retirement planning have been sought out by Bloomberg, CNBC, Fox Business, CNN, other networks, and in prominent print media. David has earned two postgraduate degrees, including a Master’s Degree in Management at Stanford University, holds a Certificate in Financial Planning, and is an Accredited Asset Management SpecialistSM (AAMS®), a Chartered Retirement Planning CounselorSM (CRPC®), a Chartered Mutual Fund CounselorSM (CMFC®), a Chartered Wealth ManagerTM (CWM®), and a Chartered Financial Manager® (ChFM®). As part of his philanthropic activities, David serves as the Executive Advisor and Sponsor for the ENGAGE® Undergraduate Investment Conference, an annual international student stock pitch competition and conference. David has served on several university and financial services industry advisory councils.
Patrick Rice – Senior Research Analyst
Patrick Rice is a Chartered Financial Analyst® (CFA®), a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 63, and 65. He earned a MBA at the University of Dayton and has over twenty-five years of experience in the areas of research, securities analysis, operations, and portfolio management.
Jeremiah Ludington – Chief Compliance Officer
Jeremiah Ludington is a Chartered Retirement Planning CounselorSM (CRPC®), a Chartered Trust and Estate PlannerTM (CTEP®), a Chartered Wealth ManagerTM (CWM®), a Chartered Financial Manager® (ChFM®), and has completed the FINRA Series 7 and 66. He earned a Bachelors Degree at Western Michigan University in Finance and Commercial Law as well as a Juris Doctor at Western Michigan Cooley Law School. Jeremiah is an active member of the State Bar of Michigan. He formally held positions at Zhang Financial and Merrill Lynch Private Banking and Investment Group.
Scott LaDuke – Senior Wealth Advisor
Scott LaDuke is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 63, and 65. He earned a Masters Degree in Finance at Walsh College and a Masters Degree in Economics at the University of Detroit. Scott has over twenty-five years of financial services industry experience.
Don Whitton – Senior Wealth Advisor
Don Whitton is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 7, 63, and 65. He earned a MBA at Oakland University and has over twenty-five years of wealth management, financial planning, and retirement planning experience.
Michael Wallen – Senior Wealth Advisor
Michael Wallen is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 7, 63, and 66. He earned a MBA at the University of Michigan and has formerly held positions at Charles Schwab and Edward Jones. Michael also proudly served his country in the U.S. Marine Corps.
Hari Rao – Senior Wealth Advisor
Hari Rao is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7 and 66. He earned both a Bachelors Degree and a MBA at the University of Michigan. Hari has nearly a decade of financial planning experience. He has formerly held positions at Edward Jones, Citizens Investment Group, and Farmers Insurance as his own agency owner.
Tom Whited – Senior Wealth Advisor
Tom Whited is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 9, 10, and 65. He earned a Bachelors Degree at Western Michigan University in Business and has over a decade of financial planning experience. Tom has formerly held positions at TD Ameritrade and JPMorgan Chase.
Robert Shampine – Senior Wealth Advisor
Robert Shampine is a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 63, and 65. He earned a Bachelors Degree at Colorado State University and has over two decades of financial planning experience. Robert has formerly held positions at Polaris Greystone Financial Group and Flexible Plan Investments.
Terry Bennett – Senior Wealth Advisor
Terry Bennett is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 7, 9, 10, 63, and 65. He earned a Bachelors Degree at Saginaw Valley State University. Terry also earned a MBA at the University of Michigan and has formerly held positions at Advia and Pruco Securities.
William Berlin – Senior Wealth Advisor
William Berlin is Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 24, 63, and 65. He has over a decade of financial planning experience. William has formerly held positions at TD Ameritrade and Merrill Lynch. William also proudly served his country in the United States Army.
Robert Puz – Senior Wealth Advisor
Robert Puz is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 6, 7, 63, 65, and 66. He earned a Bachelors Degree at Northern Michigan University and has over two decades of financial planning experience. Robert has formerly held positions at LPL Financial.
Jason Best – Senior Wealth Advisor
Jason Best is a Chartered Financial Analyst® (CFA®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 24, 63, and 66. He earned a Bachelors Degree in Finance at Western Michigan University and has more than two decades of financial planning experience. Jason has formerly held positions at Prudential Financial and Merrill Lynch.
Anthony Shaieb – Senior Wealth Advisor
Anthony Shaieb is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 7, 63, and 65. He earned a MBA at the University of Detroit Mercy. Anthony has formerly held positions at JPMorgan Chase, Merrill Lynch, and Raymond James.
Catheryn Makela – Senior Wealth Advisor
Catheryn Makela is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and has completed the FINRA Series 6, 7, 63, and 65. She earned a Bachelors Degree at Eastern Michigan University and has formerly held positions at Old National Investments, JPMorgan Chase, and H&R Block.
Erica Motsinger – Associate Wealth Advisor
Erica Motsinger is a Chartered Retirement Planning CounselorSM (CRPC®) and has completed the FINRA Series 6, 63, and 65. She earned a Bachelors Degree at Saginaw Valley State University with a major in Finance. Erica has formerly held positions at First Investors Corporation and Family First Federal Credit Union.
Christine Weiler – Associate Wealth Advisor
Christine Weiler is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 6, 63, and 65. She earned a Bachelors Degree at Baker College with a major in Business. Christine has formerly held positions at Primerica Financial Services.
Chad Kreda – Associate Wealth Advisor
Chad Kreda is a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Asset Management SpecialistSM (AAMS®), and has completed the FINRA Series 65. He earned a Bachelors Degree at Michigan State University with a major in Finance. Chad has formerly held positions at Sentinel Benefits & Financial Group and Horizon Financial.
Lindsey Berry – Associate Wealth Advisor
Lindsey Berry is a Chartered Retirement Planning CounselorSM (CRPC®). She earned a Bachelors Degree in Education at Central Michigan University. Lindsey has formerly held positions at Flexible Plan Investments and G.L. Fisher Capital Management.
Kassie Sommer – Associate Wealth Advisor
Kassie Sommer is a Chartered Retirement Planning CounselorSM (CRPC®) and has completed the FINRA Series 65. She has formerly held positions at United Wholesale Mortgage and United Shore.
Rachael Beverly – Associate Wealth Advisor
Rachael Beverly is a Chartered Retirement Planning CounselorSM (CRPC®). She has formerly held positions at Huntington Bank, North Island Credit Union and Keesler Federal Credit Union.
Accredited Asset Management SpecialistSM, AAMS®, Chartered Retirement Planning CounselorSM, CRPC®, Chartered Mutual Fund CounselorSM, CMFC®, Registered ParaplannerSM, RP®, Accredited Wealth Management AdvisorSM, AWMA® and Accredited Portfolio Management AdvisorSM, APMA®, are trademarks owned by the College for Financial Planning, which it awards to individuals who have successfully completed the coursework, exam, Professional Code of Ethics requirements, and ongoing certification requirements. Chartered Financial AnalystTM and CFA® are trademarks owned by the CFA Institute. Certified Financial PlannerTM and CFP® are certification marks of the Certified Financial Planner Board of Standards Inc., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Certified Tax SpecialistTM, CTSTM are issued by the Institute of Business & Finance and are awarded to individuals who have successfully completed the coursework, exam, and ongoing certification requirements. The Accredited Investment Fiduciary® AIF® designation are trademarks of Fi360 and are issued by the Center for Fiduciary Studies. Candidates are awarded the designation who have completed all coursework, exam, and ongoing certification requirements. Chartered Trust and Estate PlannerTM, CTEP®, and Chartered Wealth ManagerTM, CWM® are trademarks owned by the Global Academy of Finance and Management (GAFM®) International Board of Standards and are awarded to individuals who have successfully completed the coursework, exam, qualifications, and ongoing certification requirements. Copyright 2023.