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.

Erin Ballor is a Series 65 credentialed advisor with RyZome Investment Advisors, where she has worked since 2016. She has eight years of industry experience. RyZome serves individual and high-net-worth clients by providing ongoing asset management, financial planning, and consulting. The firm emphasizes discretionary portfolio management tailored to client objectives, utilizing fundamental analysis and diversified investment vehicles, and manages approximately $86 million for about 468 clients.

Joshua Vandyke is a financial advisor at Cornerstone Wealth Partners, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to joining Cornerstone, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, as well as services for retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses academic, evidence-based, globally diversified model portfolios and offers ongoing financial consultations, college savings planning, and IRA/rollover guidance.

Jason Keene is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with Fairway Investment Group since 2017 and is also affiliated with Mea Financial Services and Paradigm Equities, Inc. Outside of financial advising, he is the owner of Keene Farms, LLC, involved in planting and harvesting crops, and serves as MEA-FSA Union President. 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 portfolio management through LPL Financial-sponsored programs and emphasizes tailored advice using an investor profile, ongoing monitoring, and a combination of fundamental, technical, and cyclical analysis.

Michael Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Evergreen Wealth Management since 2015, previously working at Evergreen Financial Group. Outside of his advisory role, Gorsline is an independent licensed insurance agent and dedicates part of his professional time to offering insurance products. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, pension consulting, and third-party portfolio management. The firm employs a combination of fundamental, cyclical, and quantitative analysis alongside modern portfolio theory, focusing on long-term trading and diversified asset allocation.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cornerstone Wealth Partners in 2023, he worked at Medwise Marketing and The O.N. Equity Sales Company. Outside of his advisory role, he consults and owns a sports league through Stafford Pathways, LLC. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, along with services for workplace retirement plans, trusts, and charitable organizations. The firm uses academic, evidence-based, globally diversified model portfolios and serves as a discretionary manager or co-advisor to its clients.

Mark Carter is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Financial Strategies Group, Inc., where he has worked since 2013 across various affiliated firms. Outside of his advisory work, he is involved with a real estate holdings company. Financial Strategies Group serves individuals, trusts, pension plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive and active investments with global diversification and emphasizes fiduciary duty, annual reviews, and client-specific plans.

Scott Warriner is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Fairway Investment Group since 2016 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory duties, Warriner serves as a broadcast announcer for the Michigan High School Athletic Association’s wrestling finals. Fairway Investment Group is a fee-based adviser that primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm uses a tailored investment approach incorporating fundamental, technical, and cyclical analysis and manages client assets on a non-discretionary basis through programs sponsored by LPL Financial.

Bryan Frazzini is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2022. Outside of his financial advisory role, Frazzini serves as a Sales Manager for SWAT Environmental, where he designs radon mitigation systems. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, offering portfolio management through LPL Financial-sponsored programs. The firm provides tailored, non-discretionary investment advice based on an investor profile and a combination of fundamental, technical, and cyclical analysis.

Brittany Culver is a financial advisor at Financial Strategies Group, Inc. with four years of industry experience. She holds a Series 65 designation and has been with Financial Strategies Group, Inc. since 2010. Financial Strategies Group serves individuals, including high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm emphasizes fiduciary duty, annual reviews, and client-specific plans, combining passive and active mutual funds and ETFs with global diversification, and it discloses performance results alongside client testimonials in its marketing.

Joshua Richline is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Churchill Mortgage and has been involved with NorthPointe Christian School and Cornerstone University. Outside of advising, Joshua serves as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, as well as services for retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based investment approach using globally diversified model portfolios primarily composed of mutual funds and ETFs.

Kyle Cooper is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Financial Strategies Group, Inc. since 2017 and previously held roles at Daly Merritt Financial Services, Inc. and Eagle Strategies (NY Life). Cooper is the sole owner and managing member of Cooper Financial LLC, a personal business entity used for business and tax purposes. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm combines passive and active investment strategies with global diversification, uses third-party tools to assess risk tolerance, and distinguishes itself through transparency and integrated service platforms.

David Delekta is a financial advisor at Eagle Financial Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Eagle Financial Advisors, LLC since 2014, Eagle Financial Group since 2019, and Mid American Financial since 2008. He is also active as an insurance agent with Eagle Financial Group. Eagle Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, corporations, and other business entities by providing portfolio management and third-party manager selection. The firm manages approximately $113 million in assets, primarily on a non-discretionary basis, using quantitative analysis, third-party research, and client-specific investment policies.

Maxwell Beals is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Cornerstone, he worked in various roles including media, landscaping, and automotive sectors, as well as community involvement with University Reformed Church. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, along with services for retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs academic, evidence-based, globally diversified model portfolios and offers both discretionary management and co-advisory services.

Jacob Fox is a Series 66–licensed financial advisor with Fairway Investment Group, LLC and has three years of industry experience. His prior roles include positions at Fahey Schultz Burzych Rhodes and the Michigan Attorney General's office. Fox also serves as Director of Compliance for MEA Financial Services, where he oversees insurance-related activities. 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 portfolio management through LPL Financial–sponsored programs and emphasizes tailored advice based on an investor’s profile combined with fundamental, technical, and cyclical analysis.

Brice Carter is a CFP® and ChFC® with 14 years of experience in financial advising. He has been with Financial Strategies Group, Inc. since 2017 and previously worked at Daily Merritt Financial Services and NY LIFE Securities. Outside of his advisory work, he owns a horse farm in Michigan and serves as a board member for Child and Family Charities, which supports at-risk youth. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary duty with both passive and active investment strategies and utilizes third-party tools to assess client risk and disclose performance results.

Eric Nordberg is a financial advisor at Cfci with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Comprehensive Financial Consultants Institutional, Inc. since 2021, J.W. Cole Financial, Inc. since 2011, and Nordberg & Vandenberg, Inc. from 2007 to 2022. Outside of his advisory role, he owns and devotes time to a fixed annuity and insurance review business. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and consulting services, utilizing model portfolios and third-party advisers across a broad range of investment vehicles.

William Wiarda 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 2015. Outside of his advisory role, Wiarda is a Dave Ramsey Certified Financial Coach providing debt freedom coaching. Cornerstone Wealth Partners offers financial planning and discretionary portfolio management primarily to individual investors, along with services for workplace retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach uses academic, evidence-based, globally diversified model portfolios, typically with mutual funds and ETFs, reviewed and rebalanced quarterly.

Joel Hoffman is a financial advisor at Financial Strategies Group, Inc. with two years of industry experience. He previously worked at Bois Insurance Agency for six years and has a Series 65 credential. Financial Strategies Group serves individuals, trusts, pension plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive and active investment strategies with an emphasis on fiduciary duty, client-specific plans, and annual reviews.

Jason Diotte is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Fairway Investment Group since 2014 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory roles, he serves as an insurance representative with MEA Financial Services, a non-investment related activity. 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 portfolio management through LPL Financial-sponsored programs, combining tailored advice with fundamental, technical, and cyclical analysis to guide asset allocation and model selection.