Brittany Culver is a financial advisor at Financial Strategies Group, Inc. in Okemos, MI, holding a Series 65 designation with four years of industry experience. She has been with Financial Strategies Group since 2010. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach blending passive and active mutual funds and ETFs, emphasizing ongoing monitoring and annual client reviews.

Connor Williamson is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Aldi, Ten Point Financial, and teaching positions at Michigan State University and local schools. He is also licensed as a life insurance agent in Michigan. 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 and long-term value investing, while also offering retirement-plan consulting and coordinating estate-planning through an online platform.

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 five years of industry experience. He holds a Series 65 credential and has previously worked at Gradient Securities, Ten Point Financial, and Farm Bureau Insurance. Ian also maintains an insurance agent license in Michigan, dedicating a small portion of his time to that activity. 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 and long-term value investing, incorporating equities, fixed income, mutual funds, ETFs, and alternative investments, while also offering retirement-plan consulting and third-party manager oversight.

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 with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Partners, Joshua worked at Churchill Mortgage and has experience in education, including serving as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $12.8 million across 59 client households. The firm employs an academic, evidence-based, globally diversified investment approach and offers financial consultations, college-savings guidance, and plan-level services for employer-sponsored retirement plans.

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®, ChFC®, and Series 66-licensed advisor with 13 years of industry experience. He has worked at Financial Strategies Group, Inc. since 2017 and previously held roles at Daly Merritt Financial Services, Inc., Eagle Strategies LLC, and NYLife Securities LLC. Outside of his advisory work, he is the managing member and sole owner of Cooper Financial LLC, a personal business entity. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach that combines passive and active mutual funds and ETFs, focusing on globally diversified, mostly static allocations with a tilt toward small-cap and value exposures.

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.

Maxwell Beals is a financial advisor at Cornerstone Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in media, landscaping, automotive sales, and community involvement with University Reformed Church. Cornerstone Wealth Partners is a team-based, SEC-registered investment adviser serving individual investors, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on globally diversified mutual fund and ETF models, and provides financial planning, portfolio management, and educational resources to its clients.

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 industry experience. He is affiliated with Financial Strategies Group, Inc, where he has worked since 2017, and has prior experience with Daily Merritt Financial Services and NY Life Securities. Outside of advising, he owns Carter Ranch LLC, a horse farm, and serves on the board of Child and Family Charities, which provides services to underprivileged and at-risk youth. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by offering portfolio management, financial planning, and retirement plan consulting. The firm combines passive and active investment strategies with global diversification and uses third-party tools to assess client risk tolerance, while also providing estate-document preparation and advisory support for legacy accounts.

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 11 years of experience at the firm and a total of 15 years in the financial industry. He holds a Series 65 designation and has prior experience working at Churchill Mortgage and Madison Square Church. Wiarda is also a Dave Ramsey Certified Financial Coach, providing debt freedom coaching outside of his advisory role. Cornerstone Wealth Partners serves a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers a range of services from model-based investment management to financial consultations and college savings guidance.

Joel Hoffman is a financial advisor at Financial Strategies Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Financial Strategies Group, he worked at Bois Insurance Agency and has experience in the insurance sector as well as other roles outside finance. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach combining passive and active strategies, focusing on diversified allocations with a cautious tilt toward small-cap and value exposures.

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.