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.

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.

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.

James Hidlay is a financial advisor at Washington Avenue Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at FinancialMD, LLC and Washington Avenue Advisors, LLC. Prior to his advisory career, he spent 15 years at Techsmith Corporation. 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 emphasizes asset allocation and integrates behavioral, fundamental, and quantitative/technical analysis to construct portfolios, offering a range of investment and planning services tailored to business owners.

Nicholas Pope is a CFP® with 24 years of industry experience, currently a financial advisor at Washington Avenue Advisors since 2016. He has also been affiliated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advising, he serves on the boards of the East Lansing Film Festival and the Todd Martin Youth Leadership organization, and owns Blue Owl Coffee, LLC. Washington Avenue Advisors is an SEC-registered firm managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios.

Robert Gentner is a CFP® professional affiliated with Founders Financial Securities LLC in Lansing, MI, with 17 years of industry experience. Prior to joining Founders Financial Securities in 2011, he spent one year at LPL Financial. Outside of his advisory role, Gentner serves as a board member and officer for Living Hope Ranch, a Christian ministry that uses rescued horses to support children who have experienced abuse. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of IARs managing approximately $4.1 billion in assets. The firm offers various advisory platforms and delegates portfolio construction to its representatives, who utilize discretionary and non-discretionary management as well as third-party managers, while also providing niche services such as 1031 exchange consulting and co-advised private wealth portfolios.

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.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

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.

Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.

Seth Houle is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with two years of industry experience. His background includes roles at Plante Moran Financial Advisors, Michigan State University, and several community organizations in Michigan. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model, and manages a significant portion of assets on a non-discretionary basis.

Caitlyn Gimler is a CFP® with five years of industry experience currently serving at Rehmann Wealth. Her prior experience includes six years at Plante Moran Financial Advisors and earlier roles at Goodbody Stockbrokers and Denison Financial. Rehmann Wealth provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth families, trusts, and institutions. The firm combines advisor-specific portfolios, in-house asset allocation models, and third-party managers, offering a variety of investment strategies and fiduciary services.

Daniel Taylor is a CFP® and Series 65-licensed financial advisor with Plante Moran Financial Advisors. He has five years of industry experience, including prior roles at the University of Michigan and Ann Arbor State Bank. He is based in East Lansing, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kristen Fillmore is a CFP® professional with 10 years of experience in the financial advisory industry. She has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.