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.

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.

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.

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 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.

Amanda Beeler is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. She has worked at Washington Avenue Advisors since 2016 and holds additional experience with The Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Her other business activities include the sales and service of fixed group benefits, individual insurance products, and fixed annuities through various carriers. Washington Avenue Advisors is an SEC-registered firm managing approximately $336 million across about 662 clients. The firm provides comprehensive financial planning, portfolio management, and specialized consulting for individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach and involvement with private fund and venture investments.

Brian Klemczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Washington Avenue Advisors since 2016. He also has roles at The Centennial Group and Princor Financial Services Corp dating back to 2013 and 2015, respectively. At The Centennial Group, he is involved in administrative and client support functions. Washington Avenue Advisors is an SEC-registered investment adviser managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profit associations, employing an investment process that integrates asset allocation with behavioral, fundamental, and quantitative analysis.

Curtis Vandenberg Jr. is a financial advisor at Cfci with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Comprehensive Financial Consultants Institutional, J.W. Cole Financial, Nordberg & Vandenberg, and Legacy Capital Management. He is also the owner of Legacy Capital Management LLC. Cfci is a multi-advisor firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting, utilizing model portfolios and third-party advisers across a range of investment vehicles.

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.

Ryan Bytwerk is a financial advisor with Rightoak Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Ten Point Financial, LLC, Gradient Securities, LLC, and RJB & Associates LLC. Outside of his advisory work, he is involved in agricultural operations through Ten Point Farms, LLC, where he assists with planting and harvesting. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating a range of asset classes and offering specialized retirement-plan consulting services.

Reuben Levinsohn is a financial advisor with Washington Avenue Advisors in Lansing, MI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Washington Avenue Advisors since 2016 and previously held positions at The Centennial Group and Princor Financial Services Corporation. Outside of his advisory role, Levinsohn is involved in the local business community as the owner of Blue Owl Coffee, LLC, and serves as a board member of the East Lansing Downtown Development Authority as well as Area Director for Startup Grind Lansing. Washington Avenue Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, businesses, and nonprofit associations, managing approximately $336 million across about 662 clients. The firm employs a comprehensive financial planning approach combined with portfolio management, emphasizing asset allocation through behavioral, fundamental, and quantitative analysis, and is notable for its involvement with private fund and venture investments.

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.

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.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association. Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.