Joshua Roberds is a financial advisor at Fairhaven Financial Advisory Corporation with seven years of industry experience. He holds a Series 65 credential and has been with Fairhaven Financial since 2017, following a one-year tenure at Extend Your Reach. Fairhaven Financial Advisory Corporation primarily serves individual investors, retirees, and those nearing retirement, as well as qualified retirement plans. The firm provides investment advisory and financial planning services focused on retirement accounts, distribution planning, estate and trust guidance, and employer-sponsored plan consulting, using an asset-allocation based approach with both discretionary and non-discretionary portfolio management.

Jonathan Brooks is a financial advisor at Fairhaven Financial Advisory Corporation in East Lansing, MI, holding a Series 65 designation with eight years of industry experience. He has been with Fairhaven Financial Advisory Corporation since 2016. Brooks is also a licensed insurance agent for various insurance products, including life, health, disability, and fixed interest annuities. Fairhaven Financial Advisory Corporation serves primarily individual investors, especially retirees and those nearing retirement, along with qualified retirement plans. The firm employs an asset-allocation based approach and provides both discretionary and non-discretionary portfolio management combined with financial planning focused on retirement and estate matters.

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.

Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.

Brandon Weaver is a CFP® professional with two years of industry experience, currently serving at Washington Avenue Advisors since 2021. Prior to joining Washington Avenue Advisors, he worked at the Burgess Institute and held various roles in different sectors. Washington Avenue Advisors is an SEC-registered advisory firm based in Lansing, MI, managing approximately $336 million for a diverse client base that includes individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm employs a comprehensive investment approach combining behavioral, fundamental, and quantitative analysis, with financial planning as a core element tailored to clients’ objectives.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Lindsey Roehl is a financial advisor with 12 years of industry experience, currently affiliated with 724 Capital, LLC. She holds a Series 66 designation and has worked with multiple firms including Independent Financial Group and Investment Centers of America. Outside of her advisory role, she assists with bookkeeping for her husband’s trucking business. 724 Capital, LLC serves individual and high-net-worth clients as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations.

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.

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.

Connor Williamson is a Series 65-licensed advisor with Rightoak Asset Management, LLC, where he has worked since 2025. He has one year of experience in the financial industry and previously held roles at Aldi and Ten Point Financial. In addition to his advisory work, he is also a licensed life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered firm offering discretionary investment management, financial planning, retirement-plan consulting, and third-party manager oversight to a diverse client base including retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and integrates online estate-planning services and educational events into its client offerings.

Derek Drushel is a financial advisor at Washington Avenue Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Pioneer Wealth Strategies, The Centennial Group, and Principal Securities Inc. Outside of his advisory role, he founded Pioneer Wealth Strategies, a business focused on financial consulting, life insurance, and investment seminars. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm manages approximately $286 million in client assets and employs an investment process that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios tailored to client needs.

Cole Williams is a financial advisor at Shotwell Rutter Baer Inc with a Series 65 designation and one year of industry experience. He previously worked at New York Life and has been involved with Carrabbas Italian Grill since 2017. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a range of engagement and fee models without minimum portfolio size requirements.

Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Gradient Securities and Ten Point Financial, LLC. He also maintains a part-time role as a licensed insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm offers discretionary investment management, financial planning, and estate-planning assistance through an online attorney platform, employing a value-oriented investment approach combined with proprietary quantitative models and third-party sub-advisors.

David Rushman is a financial advisor at Washington Avenue Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Sigma Planning Corporation and Sigma Financial Corporation. Outside of finance, he is involved in the construction business as a project manager for Just Right Building and Painting. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and non-profit associations, managing approximately $286 million in client assets. The firm employs an investment process that emphasizes asset allocation and integrates behavioral, fundamental, and quantitative analysis to build portfolios tailored to client needs.

Jeffrey Rutter is a financial advisor at Shotwell Rutter Baer Inc with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. Shotwell Rutter Baer Inc provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models without minimum portfolio size requirements.

Nick has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor. Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem. Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals. Shortly after his realization, he was introduced to the pioneers in the industry such as Mitch Anthony and the Money Quotient team. His career in financial life planning was born. Listen to Nick's podcast: https://srbadvisors.com/category/podcast-kitchen-table-finance/

Derek Johnson is a CFP® professional with two years of experience at United Advisors America in Lansing, MI. He has a long history of ownership and management in private businesses, including Phillips-Johnson Properties, LLC since 2001 and Phillips Johnson, Inc. from 1999 to 2023. Additionally, he has operated a personal business from 1990 to 2023. United Advisors America provides investment management services primarily to individuals near retirement as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, primarily investing in mutual funds and ETFs.

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.

Ashley Sajor is a financial advisor with Shotwell Rutter Baer Inc in Lansing, MI, holding a Series 65 designation and two years of industry experience. Prior to joining Shotwell Rutter Baer, Ashley worked at United Atlantic Insurance and held roles outside finance, including at MSU Library and Quiet Storm Surf Shop. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement, tax and estate planning support, insurance advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models, including fixed-fee project work and subscription-based ongoing planning without a minimum portfolio size.

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.