MDRN Capital

Jason Main is a financial advisor at MDRN Capital with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as a server and bartender at Grill 111, a restaurant in Rockford, MI. 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’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Michael Macpherson is a financial advisor at MDRN Capital with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Huntington National Bank for 12 years, followed by roles at Allstate Rivertown Insurance and Sheldon Cleaners. Macpherson is also a licensed insurance agent engaged in insurance sales outside of his advisory work. 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 primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.

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 financial advisor at MDRN Capital with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Charles Schwab & Co., Inc., TD Ameritrade, and Scottrade Investment Management. 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, utilizing Independent Managers, mutual funds, ETFs, and individual securities.

William Cirksena is a financial advisor at MDRN Capital with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera Advisor Networks and Enterprise Fleet Management. Cirksena is also involved in insurance sales, dedicating approximately 10% of his time to this activity. 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, utilizing a range of investment vehicles and conducting ongoing due diligence and reviews.

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.

Jake Peltier is a financial advisor at MDRN Capital with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies LLC, NYLIFE Securities, and New York Life Insurance Company. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. 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, utilizing independent managers, mutual funds, ETFs, stocks, and bonds.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. 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, utilizing independent managers, mutual funds, ETFs, and individual securities.

Delano Ponce is a financial advisor at MDRN Capital with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and MML Investors Services, LLC. Outside of his advisory role, he is involved in insurance sales and implementation through MDRN Insurance LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a long-term orientation, utilizing a range of investment vehicles and independent managers.

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 designation and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and CR Fitness, as well as a position at the State College of Florida. 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’s investment approach combines fundamental and technical analysis with a long-term orientation, utilizing a range of investment vehicles including independent managers, mutual funds, ETFs, stocks, and bonds.

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 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’s investment approach combines fundamental and technical analysis with a primarily long-term orientation and utilizes a range of investment vehicles including Independent Managers, mutual funds, ETFs, and individual securities.

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red Oak Financial Group, Osaic Wealth, and Bozeman Financial Advisors. Outside of his advisory role, he is also involved in insurance and annuity sales through MDRN Insurance. 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 primarily long-term investment orientation and uses a mix of Independent Managers, mutual funds, ETFs, and individual securities.

Joseph Morphew is a financial advisor at MDRN Capital with a Series 65 credential and one year of industry experience. His prior roles include positions at Raymond James Financial Services and Morphew Insurance Group. Outside of advising, he is the CEO of La Boutique, a women's clothing consignment shop in Howell, Michigan. 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, implementing portfolios through independent managers, mutual funds, ETFs, and individual securities.