Jon Solitro is a CFP® with 12 years of experience in the financial industry. He has worked at Principal Securities INC, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. He serves as a board member for Youth Haven. CIG Asset Management provides discretionary and non-discretionary asset management and consulting primarily for institutional and high-net-worth clients, focusing on corporate and business entities. The firm employs a strategic and tactical asset allocation approach using behavioral, fundamental, and quantitative analysis, and incorporates external managers and alternative investments in client portfolios.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Richard Diaz Jr. is a financial advisor with MD Advice Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Principal Securities Inc., Washington Avenue Advisors, The Centennial Group, and Principal Life Insurance Company. He is also licensed to sell various insurance products, including life, health, and annuities. MD Advice Financial provides investment advice, financial planning, and insurance solutions to individuals and high-net-worth clients. The firm uses a combination of tactical and strategic model allocations, separately managed accounts, and external managers, with an investment approach focused on asset allocation aligned to client risk tolerances through both fundamental and quantitative analysis.

Marvin Brigman is the principal of Brigman Wealth Management in Holt, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been self-employed since 1995 and maintains a life, accident, and health insurance license as part of his business activities. Brigman Wealth Management serves individual investors and a limited number of business clients, offering discretionary portfolio management and advice focused on fundamental securities analysis with a primarily long-term investment approach. The firm emphasizes selecting individual securities and provides direct oversight through the principal, managing approximately $5.4 million in assets across about 38 clients.

Justin Lee is a financial advisor at Church Organizers Foundation with a Series 65 credential and three years of industry experience. Prior to joining the firm, he worked at Chick-fil-A, Inc. for two years and spent a decade in full-time education. Church Organizers Foundation serves individual clients, trusts, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and consulting services. The firm emphasizes tax-efficient, customized portfolios using fundamental analysis and formal asset allocation, and it operates as a nonprofit foundation offering reduced-rate or pro bono services to congregations and charities.

Anne Lee is a financial advisor at Church Organizers Foundation with a Series 65 designation and three years of industry experience. She has previously worked at Lee Law Office PLLC and Schroeder Investment Advisors, LLC. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, offering discretionary investment advisory, portfolio management, financial planning, and specialized consulting. The firm focuses on tax-efficient portfolio construction using individual bonds and equities, with an investment approach grounded in fundamental analysis, formal asset allocation, and risk management through bond maturity holdings.

Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.

Martin Lee is a financial advisor at Church Organizers Foundation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013. In addition to his advisory role, Lee serves as an intentional interim pastor at St. Matthew Lutheran Church & School. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and targeted consulting services. The firm emphasizes customized portfolios focused on tax efficiency and risk management, and it offers specialized stewardship and trust administration services for charitable organizations.

Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Managed Money Concepts and Securities America, Inc., and currently serves as a registered investment advisor representative and compliance officer. In addition to her advisory role, she owns an insurance business selling fixed index annuities. Ataraxis Advisors LLC serves individual investors, including high-net-worth clients, as well as trusts, pension plans, and corporate entities, offering financial planning, consultations, seminars, and portfolio management. The firm manages approximately $60 million across about 138 client accounts, utilizing mutual funds, model portfolios, separately managed accounts, and unified managed accounts with a primarily long-term investment approach.

Michael Douglas is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC in Okemos, MI. He has worked at Stewards Wealth Planning since 2015 and previously operated Douglas Financial Group, LLC. In addition to his advisory work, Douglas is involved with Mount Hope Church, where he has been active since 2003. Stewards Wealth Planning serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm emphasizes a client-driven investment process and offers educational seminars and ERISA 3(21) participant services, managing approximately $86 million across more than 600 clients.

Joshua Vandyke is a financial advisor at Cornerstone Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to that, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $12.8 million across 59 client households and employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and rebalancing.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Medwise Marketing, The O.N. Equity Sales Company, and Churchill Mortgage Corporation. Outside of advisory work, he is involved with Stafford Pathways, LLC, where he consults on business valuations and owns a sports league. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers model-based management along with financial consultations and college-savings guidance.

Mark Carter is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked with Financial Strategies Group, Inc. since 2013 and has prior experience at firms including New York Life and Daly Merritt Financial Services. Outside of his advisory role, he is involved as an insurance agent and owns a real estate holding company. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses, combining fiduciary, process-driven portfolio management with both passive and active strategies, emphasizing ongoing monitoring and annual reviews.

Brittany Culver is a financial advisor at Financial Strategies Group, Inc. in Okemos, MI, holding a Series 65 designation with four years of industry experience. She has been with Financial Strategies Group since 2010. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach blending passive and active mutual funds and ETFs, emphasizing ongoing monitoring and annual client reviews.

Joshua Richline is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Partners, Joshua worked at Churchill Mortgage and has experience in education, including serving as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach and offers financial consultations, college-savings guidance, and plan-level services for employer-sponsored retirement plans.

Kyle Cooper is a CFP®, ChFC®, and Series 66-licensed advisor with 13 years of industry experience. He has worked at Financial Strategies Group, Inc. since 2017 and previously held roles at Daly Merritt Financial Services, Inc., Eagle Strategies LLC, and NYLife Securities LLC. Outside of his advisory work, he is the managing member and sole owner of Cooper Financial LLC, a personal business entity. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach that combines passive and active mutual funds and ETFs, focusing on globally diversified, mostly static allocations with a tilt toward small-cap and value exposures.

Brice Carter is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Financial Strategies Group, Inc., where he has worked since 2017. His prior experience includes roles at Daily Merritt Financial Services, NY Life Securities, and Eagle Strategies. Outside of advising, Carter owns a horse farm in Michigan and serves on the board of Child and Family Charities, which provides services to underprivileged and at-risk youth. Financial Strategies Group, Inc. offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach that combines passive and active management with globally diversified allocations and emphasizes ongoing monitoring and annual client reviews.

William Wiarda is a financial advisor at Cornerstone Wealth Partners, LLC with 11 years of experience at the firm and a total of 15 years in the financial industry. He holds a Series 65 designation and has prior experience working at Churchill Mortgage and Madison Square Church. Wiarda is also a Dave Ramsey Certified Financial Coach, providing debt freedom coaching outside of his advisory role. Cornerstone Wealth Partners serves a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers a range of services from model-based investment management to financial consultations and college savings guidance.

Joel Hoffman is a financial advisor at Financial Strategies Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Financial Strategies Group, he worked at Bois Insurance Agency and has experience in the insurance sector as well as other roles outside finance. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach combining passive and active strategies, focusing on diversified allocations with a cautious tilt toward small-cap and value exposures.