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.

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.

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.

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.

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.

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, 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.

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.

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.

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.

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/