Carrera Capital Advisors

Drake Reid is a financial advisor at Carrera Capital Advisors with a Series 65 credential and one year of industry experience. Prior to joining Carrera Capital Advisors in 2025, he worked at THG Financial Services and Hantz Group. Outside of his advisory role, he works as a financial services professional implementing insurance solutions and providing benefit consultations. Carrera Capital Advisors, formed in 2024 by three former private-client professionals, offers financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and institutions. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis along with quantitative tools and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Martin Schmidt is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently with Carrera Capital Advisors, joining in 2024 after a long career at Northwestern Mutual and related entities from 1984 to 2024. Outside of his advisory work, he is a part owner of a family LLC that owns two boats. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting services. The firm employs a combination of macroeconomic, fundamental, and behavioral analysis along with proprietary quantitative tools and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Devin Ellis is a financial advisor with Carrera Capital Advisors in Troy, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Carrera Capital Advisors in 2025, he worked at Bank of America and Merrill Lynch from 2019 to 2025, as well as JPMorgan Chase and Quicken Loans earlier in his career. Carrera Capital Advisors, established in 2024 by three former private-client professionals, provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and other institutions. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis alongside proprietary quantitative tools and AI techniques to create diversified, tax-aware portfolios tailored to client objectives.

Steven Lane is a CFP® and ChFC® with 24 years of experience in financial advising. He has worked at Carrera Capital Advisors since 2024 and previously held roles at Keith Nichol and Northwestern Mutual Wealth Management Company. Lane serves as treasurer for the Creekside Village of Orion Homeowners Association. Carrera Capital Advisors, established in 2024 by three former private-client professionals, provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis along with proprietary quantitative tools and AI techniques to create diversified, tax-aware portfolios tailored to client objectives.

Anthony Sellors is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Humana. Carrera Capital Advisors provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and other institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis combined with proprietary quantitative tools and machine-learning techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Daniel Richmond is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Northwestern Mutual, MassMutual, and American United Life. In addition to his advisory role, Richmond is a partner at Worklife Benefit Consultants, where he connects business owners to employee benefits solutions. Carrera Capital Advisors serves individuals, retirement plans, foundations, and institutions, offering financial planning, portfolio management, and consulting. The firm employs a blend of macroeconomic, fundamental, and behavioral analysis with proprietary quantitative and AI-driven tools to build diversified, tax-aware portfolios tailored to client objectives.

Keith Nichol is a financial advisor at Carrera Capital Advisors with 10 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he has maintained ongoing involvement with Spartan Radio Network and WXYZ TV. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions, offering financial planning, portfolio management, and consulting. The firm employs a blend of macroeconomic, fundamental, and behavioral analysis, utilizing proprietary quantitative tools and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.

Jacob Raska is a financial advisor at Carrera Capital Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Outside of his advisory role, he has ownership interests in two LLCs, including one established to support his Northwestern Mutual practice operations and another for business purposes, as well as involvement in alternative insurance arrangements for clients unable to receive Northwestern Mutual benefits. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions, offering financial planning, portfolio management, and consulting. The firm employs a blend of macroeconomic, fundamental, and behavioral analysis supported by proprietary quantitative tools and AI techniques to build diversified, tax-aware portfolios tailored to client objectives.

Madison Clement is a financial advisor at Carrera Capital Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and PNC. Madison also holds a real estate license that is currently on hold and not active for transactions. Carrera Capital Advisors serves individuals, retirement plans, foundations, and institutions, offering financial planning, portfolio management, and consulting. The firm uses a combination of macroeconomic, fundamental, and behavioral analysis with proprietary quantitative and machine-learning tools to build diversified, tax-aware portfolios tailored to client objectives.

Bryan Franco is a CFA® charterholder with 13 years of industry experience. He is currently with Carrera Capital Advisors and has previously worked at firms including Cirrus Capital, LLC and Northwestern Mutual Investment Services LLC. Carrera Capital Advisors serves individuals, retirement plans, foundations, and other institutions with financial planning, portfolio management, and consulting. The firm combines macroeconomic, fundamental, and behavioral analysis with quantitative and AI techniques to construct diversified, tax-aware portfolios tailored to client objectives.