Evan Vanderwey is a financial advisor with Cornerstone Wealth Partners, LLC, holding a Series 65 credential and possessing 16 years of industry experience. He has worked at Cornerstone Wealth Partners since 2008 and has also served as a loan officer and manager at Churchill Mortgage since 2013. Outside of his advisory role, he is the owner of Taste Coffee Company, a coffee shop. 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 both discretionary asset management and co-advisory services.

Nathan Stump is a financial advisor at Cornerstone Wealth Partners, LLC in Okemos, MI. He holds the Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Edward Jones, The River Crew, and Alaska Christian College, among others. Cornerstone Wealth Partners is a team-based SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using globally diversified mutual fund and ETF models, and offers financial planning, portfolio management, and retirement guidance.

Joshua Thomson is a financial advisor at Cornerstone Wealth Partners, LLC with five years of industry experience. He holds a Series 65 credential and has worked at Churchill Mortgage and the Federal Aviation Administration. Outside of his advisory role, Thomson owns and operates a short-term rental property and a golf cart rental business. 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.

Brandon Carter is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He is currently with Financial Strategies Group, Inc., where he has worked since 2014. His prior experience includes roles with Daly Merritt Financial Services, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm combines passive and active investment strategies with global diversification and uses third-party tools to quantify client risk tolerance while emphasizing fiduciary duty and client-specific plans.

Justin Meyer is a financial advisor with Financial Strategies Group, Inc. in Okemos, MI, holding the ChFC® and Series 66 designations with 12 years of industry experience. His prior work includes roles at Eagle Strategies and NYLIFE Securities. He is also the owner and sole officer of Practiceology Consulting Services, where he consults with other financial professionals on industry best practices. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm combines passive and active investment strategies with global diversification and employs third-party tools like Riskalyze to tailor client risk tolerance while disclosing performance results and using client testimonials in its advertising.

Steven Vanderwey is a financial advisor at Cornerstone Wealth Partners, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Cornerstone since 2008. In addition to his advisory role, Vanderwey is involved as a loan officer and manager at Churchill Mortgage, a non-investment related business. Cornerstone Wealth Partners serves 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 with quarterly model reviews and offers both discretionary asset management and co-advisory services.

Samuel De Goffau is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation. He has been with Cornerstone Wealth Partners since 2023 and previously worked at Cornerstone University and Sawyer Built LLC. He has also spent several years involved in homeschooling. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm uses an academic, evidence-based approach with globally diversified mutual fund and ETF models and provides a range of financial planning and portfolio management services.

Mark Meyers is a financial advisor at Rehmann Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Plante Moran Insurance Agency and Greenleaf Trust. Rehmann Wealth serves a diverse client base ranging from individuals and families to institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm combines in-house portfolio management with third-party allocations and maintains affiliations with an accounting firm and a broker-dealer.

David Ladomer is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. His prior experience includes roles at Ford Estates, LLC and Plante Moran Financial Advisors. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, managing assets through both discretionary and non-discretionary approaches with a focus on diversified portfolios and ongoing supervision.

Colin Lennox is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. He previously worked for ten years at Plante Moran Financial Advisors. Outside of his advisory role, Lennox volunteers as a member of the investment committee for the endowment fund at First United Methodist Church Birmingham. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct and monitor diversified portfolios.

Ryan Parrott is a financial advisor at ValMark Advisers, Inc. in Mason, Michigan, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2011. Outside of his advisory role, he is a member of Ash Street Redevelopment, LLC, involved in the redevelopment of commercial and residential properties in downtown Mason. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

Jeffrey Phillips is a CFA® charterholder with 24 years of experience in the financial services industry. He is currently a financial advisor at Rehmann Wealth in Lansing, MI, where he has worked since 2017. Prior to that, he held roles at Royal Alliance and has been associated with Rehmann Financial since 2005. Phillips serves as treasurer for both the Florida Venture Capital Forum and his local church board. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized fiduciary services along with access to private investment opportunities.

Joseph Wilson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Preferred Wealth Management LLC, Gradient Securities, and Kellogg Sales Company. Outside of his advisory role, he serves as Treasurer for the Charlotte Evening Rotary Club, managing financial oversight for the nonprofit organization. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to individual advisors and approved third-party managers.

William Lazar is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Rehmann Wealth and previously worked at Plante Moran Financial Advisors. Lazar serves as a board member and treasurer for the Youth Sailing Foundation, a nonprofit organization, where he reviews financials and assists with audits. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both in-house and third-party investment management resources.

Simon Micakaj is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2016. He holds a Series 65 license and is based in Lansing, MI. Outside of his advisory role, Micakaj is a board member and secretary of the Cascades of Stoney Creek Homeowners Association. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both in-house and third-party investment resources.

Nicole Spitzley is a financial advisor at Rehmann Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at Rehmann Financial Network, LLC since 2013 and Royal Alliance Associates from 2010 to 2017. Spitzley also serves as Chief Compliance Officer at Rehmann Financial Network, LLC. Rehmann Wealth serves individuals, families, trusts, charitable organizations, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and allocates to third-party managers, managing over $4 billion in assets across a platform of 36 advisors.

William Blank is a financial advisor with Rehmann Wealth in Lansing, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Equitable Advisors LLC, Kestra Advisory, and AXA Advisors, LLC. Rehmann Wealth offers comprehensive wealth management and financial planning services to individuals, families, trusts, non-profits, small businesses, and institutional sponsors. The firm employs a combination of in-house and third-party managed investment strategies, provides fiduciary services for employer-sponsored retirement plans, and operates within a broader professional services group that includes accounting, trust, and insurance affiliates.

Ronald Knipping is a CFP® professional with over 31 years of experience in financial advising. He has worked at Rehmann Financial Network, LLC since 2017 and has been with Rehmann Financial since 2003, previously spending seven years at Royal Alliance Associates. Knipping is a partner in Rehmann, a CPA, consulting, and financial advisory firm, and serves as treasurer for For The Vets, a nonprofit supporting U.S. veterans. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, nonprofits, and institutional clients, offering investment management, financial planning, estate and wealth transfer planning, and retirement plan advisory services. The firm manages assets using an in-house investment team alongside third-party managers, and its integrated structure includes affiliations with an accounting firm and a broker-dealer.

Donald Gilin is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at ValMark Advisers and Valmark Securities since 2011, Creamer, Gilin & Associates since 2006, and Minnesota Life since 1989. Outside of advising, he is a managing partner of a rental property business in Michigan. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Derrek Klimek is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Rehmann Wealth in Grand Rapids, MI. He has worked with Rehmann Financial and its affiliated entities since 2007, including roles at Rehmann Financial Network and Royal Alliance. Outside of financial advising, Klimek prepares tax returns for family and friends during tax season. Rehmann Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and institutional clients. The firm provides investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies supported by an in-house investment team and external managers.