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Jason K

Series 63, Series 66

East Lansing, MI

Fairway Investment Group, LLC

Jason Keene is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Fairway Investment Group since 2017 and is also involved with Mea Financial Services and Paradigm Equities, Inc. Outside of finance, he is the owner of Keene Farms, LLC, which is engaged in crop planting and harvesting, and serves as the president of the MEA-FSA union. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services, operating predominantly on a non-discretionary basis and utilizing multiple LPL Financial-sponsored programs tailored to client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Scott W

Series 63, Series 65

East Lansing, MI

Fairway Investment Group, LLC

Scott Warriner is a financial advisor with Fairway Investment Group, LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group since 2016 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, Warriner serves as a broadcast announcer for the Michigan High School Athletic Association wrestling finals. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis and employing fundamental, technical, and cyclical analysis tailored to client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Bryan F

Series 66

East Lansing, MI

Fairway Investment Group, LLC

Bryan Frazzini is an Investment Advisor Representative at Fairway Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2022. Outside of finance, he has managed sales and design at SWAT Environmental, a radon mitigation company, since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, offering fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs. The firm operates mainly on a non-discretionary basis and emphasizes tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Scott A

Series 66

Belmont, MI

Fairway Investment Group, LLC

Scott Angebrandt is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He also works as a teacher at Kent ISD and provides homebound instruction, serving the educational community alongside his advisory role. Scott is affiliated with MEA Financial Services and Paradigm Equities, Inc. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing mainly on non-discretionary management with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Kenneth C

Series 63, Series 65

Grandville, MI

Fairway Investment Group, LLC

Kenneth Cook is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He is also associated with Paradigm Equities, Inc. and MEA Financial Services, where he serves as a financial services representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating mostly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Julie J

Series 65, Series 63

Kalamazoo, MI

Fairway Investment Group, LLC

Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and having nine years of industry experience. She has been with Fairway Investment Group since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of advising, she has a long history of involvement with Gull Lake Community Schools, serving as a skills coach and assistant coach for high school and middle school athletes and as a competitive cheer official. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored client recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Patrick S

Series 63, Series 65

Byron Center, MI

Fairway Investment Group, LLC

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Donna B

Series 63, Series 66

Midland, MI

Fairway Investment Group, LLC

Donna Bowen is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She has previously worked at Paradigm Equities, Inc. and MEA Financial Services and spent 28 years employed at Bullock Creek Schools. Bowen is also active as an insurance representative at MEA Financial Services, with the ability to offer life and long-term care insurance products. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services, emphasizing a non-discretionary investment approach supported by comprehensive client profiling and regular portfolio monitoring.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Christopher M

Series 66

Grand Haven, MI

Fairway Investment Group, LLC

Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fairway Investment Group since 2020 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his current roles, Myers spent 25 years with Hamilton Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Lee H

Series 66

Dundee, MI

Fairway Investment Group, LLC

Lee Haselschwerdt is an investment advisor representative with Fairway Investment Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and a long-standing career as a teacher with Dundee Community Schools since 2002. He is also associated with MEA Financial Services, where he acts as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing on tailored recommendations and predominantly non-discretionary management.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Kalen P

Series 66

Sebewaing, MI

Fairway Investment Group, LLC

Kalen Pokley is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and Paradigm Equities, Inc since 2019. Outside of advising, he is also a teacher at Bad Axe Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Leonard G

Series 63, Series 65

Manistique, MI

Fairway Investment Group, LLC

Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Fairway Investment Group since 2022 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, alongside individual clients, trusts, estates, and select businesses. The firm focuses on fee-based portfolio management and delivers tailored investment advice through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jacob F

Series 66

East Lansing, MI

Fairway Investment Group, LLC

Jacob Fox is a Series 66-licensed financial advisor with three years of industry experience. He currently serves as Chief Compliance Officer at Fairway Investment Group, LLC and has professional experience at MEA Financial Services, Paradigm Equities, Inc., and Fahey Schultz Burzych Rhodes. Fox is also involved in insurance-related compliance activities as Director of Compliance at MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with a tailored investment approach.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Lowell C

Series 66

Newport, MI

Fairway Investment Group, LLC

Lowell Conner is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and with 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2017. Conner is also a licensed insurance representative with MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with a focus on tailored investment recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Eric N

Series 63, Series 65

Holland, MI

Fairway Investment Group, LLC

Eric Nienhuis is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Fairway Investment Group since 2018 and concurrently at Mea Financial Services and Paradigm Equities, Inc. since 2008. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jason D

Series 63, Series 66

East Lansing, MI

Fairway Investment Group, LLC

Jason Diotte is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked with MEA Financial Services, Paradigm Equities, Inc., and Fairway Investment Group for over a decade. He is also involved with MEA Financial Services as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with a focus on customized asset allocation and portfolio monitoring.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Morgan H

Series 66

Allegan, MI

Fairway Investment Group, LLC

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jason S

Series 66

Wolverine, MI

Fairway Investment Group, LLC

Jason Siko is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. He has experience working with Paradigm Equities, Inc. and MEA Financial Services since 2026, and has been involved with educational institutions including Grand Valley State University since 2012 and Clarkston Community Schools since 2022. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates mainly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Geoffrey C

Series 66

Shelby Twp, MI

Fairway Investment Group, LLC

Geoffrey Clark is a financial advisor at Fairway Investment Group, LLC with Series 66 credentials and one year of industry experience. He has concurrent roles at Paradigm Equities, Inc. and MEA Financial Services, and has been involved in an entrepreneurial venture called Cruises by Geoff & Nicole since 2024. Clark also has a long-standing background in education, having worked at Utica Community Schools since 2002 and Eastern Michigan University since 2023. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored investment recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Todd S

Series 66

East Lansing, MI

Fairway Investment Group, LLC

Todd Schulz is a Series 66-licensed financial advisor with Fairway Investment Group, LLC, based in East Lansing, MI, with one year of industry experience. Prior to his advisory role, he spent 18 years as a Senior Communications Consultant at Consumers Energy. He is also affiliated with MEA Financial Services, where he serves as a financial representative with insurance selling capabilities. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing largely on non-discretionary client accounts with tailored asset allocations and regular portfolio monitoring.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Nicholas D

Series 66

Kalamazoo, MI

Fairway Investment Group, LLC

Nicholas De Vries is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Fairway Investment Group since 2024 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his financial career, he spent several years in education-related roles, including positions at Otsego Public Schools and Knapp Charter Academy. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis, employing a structured investment approach that includes fundamental, technical, and cyclical analysis with regular monitoring and rebalancing.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Scott B

CFP®, ChFC®, Series 66

Algonac, MI

Fairway Investment Group, LLC

Scott Barnhart is a financial advisor with Fairway Investment Group, LLC in Algonac, MI, holding CFP®, ChFC®, and Series 66 credentials. He has nine years of industry experience, including roles at Fairway Investments, Paradigm Equities, and MEA Financial Services since 2017. Prior to his advisory career, he worked for Algonac Schools for five years. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services tailored to client objectives, operating mainly on a non-discretionary basis and utilizing a variety of LPL Financial-sponsored programs.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Tori S

Series 66

Portage, MI

Fairway Investment Group, LLC

Tori Seeley is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked with MEA Financial Services, Paradigm Equities, Inc., Monat Global, and is also a math instructor at Mattawan Consolidated Schools. In addition to her advisory role, she is involved in public education as a math teacher. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Todd M

Series 63, Series 65

East Jordan, MI

Fairway Investment Group, LLC

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Danielle H

Series 66

Farwell, MI

Fairway Investment Group, LLC

Danielle Haring is an Investment Advisor Representative with Fairway Investment Group, LLC and holds the Series 66 designation. She has two years of industry experience and also works as a teacher at Clare Public Schools. Danielle maintains roles with MEA Financial Services and Paradigm Equities, Inc., alongside her advisory work. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory services using a range of LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Pamela F

Series 66

Mt. Pleasant, MI

Fairway Investment Group, LLC

Pamela Fockler is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. She has four years of industry experience and has been affiliated with MEA Financial Services and Paradigm Equities, Inc. since 2021. In addition to her advisory work, she serves as a substitute teacher for Mount Pleasant Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management and tailored client recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jason W

Series 66

Gaylord, MI

Fairway Investment Group, LLC

Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Matthew C

Series 66

Hudsonville, MI

Fairway Investment Group, LLC

Matthew Cook is a financial advisor at Fairway Investment Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group since 2021. Outside of his financial advisory roles, he serves as a part-time pastor at First Reformed Church in Grandville, Michigan, a position he has held since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing mainly on non-discretionary management with tailored client recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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