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.

Evan Vanderwey is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation with 16 years of industry experience. He has worked at Cornerstone since 2008 and is also involved with Churchill Mortgage as a loan officer and manager. Outside of his advisory role, Vanderwey is an owner of Taste Coffee Company, a local coffee shop. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, as well as services for workplace retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based investment approach using globally diversified model portfolios composed mainly of mutual funds and ETFs.

Nathan Stump is an advisor at Cornerstone Wealth Partners, LLC in Okemos, MI. He holds Series 65 and Series 66 licenses and has one year of industry experience. His background includes roles at Edward Jones, The River Crew, Alaska Christian College, and involvement with Click Nonprofit. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management, primarily serving individual investors as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses academic, evidence-based, globally diversified model portfolios, typically composed of mutual funds and ETFs, with accounts reviewed and rebalanced quarterly.

Joshua Thomson is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has six years of industry experience. His work history includes roles at Churchill Mortgage and the Federal Aviation Administration. Outside of advising, he owns a short-term rental property and a golf cart rental business. 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 uses evidence-based, globally diversified model portfolios and offers ongoing financial consultations and college savings planning.

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.

Jeffrey Gorsline is a financial advisor at Evergreen Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Evergreen Wealth Management since 2015. Outside of his advisory role, he managed Weekend Survival Kits, Inc. for over a decade and serves as managing member and general partner of Evergreen Capital Funds, LLC, a private investment partnership focused on value investing. Evergreen Wealth Management serves individuals, charitable organizations, corporations, and retirement plans with 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 to pursue long-term trading and diversified asset allocation.

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.

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. He has one year of industry experience and previously spent 18 years as a Senior Communications Consultant at Consumers Energy. Schulz 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, as well as individual clients, trusts, estates, and select businesses. The firm provides portfolio management through LPL Financial-sponsored programs and combines fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

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.

Cooper Gross is a financial advisor at Evergreen Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Plante Moran Financial Advisors, LLC. Before entering the financial advisory field, he spent four years at Michigan State University and six years with Williamston Community Schools. Evergreen Wealth Management provides discretionary portfolio management, pension consulting, and related advisory services to individuals, charitable organizations, corporations, and retirement plans. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory to guide investment decisions, creating client-specific Investment Policy Statements with regular monitoring and reporting.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. in Laingsburg, MI, holding a Series 65 designation with nine years of industry experience. Before joining Sovereign Financial Group in 2025, he worked for nine years at CG Financial. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a long-term, portfolio-focused investment approach utilizing low-cost mutual funds and ETFs alongside individual securities and option contracts, supported by fundamental and technical analysis and AI tools.

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.

Steven Vanderwey is a Series 65 licensed advisor at Cornerstone Wealth Partners, LLC with 16 years of industry experience. He has worked at Cornerstone Wealth Partners since 2008 and also serves as a loan officer and manager at Churchill Mortgage, a role he has held since 2012. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors as well as 401(k) and other workplace retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based investment approach using globally diversified model portfolios typically composed of mutual funds and ETFs, which are reviewed and rebalanced quarterly.

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.

Samuel De Goffau is a financial advisor at Cornerstone Wealth Partners, LLC, holding a Series 65 designation with three years of industry experience. Prior to joining Cornerstone Wealth Partners in 2023, he worked at Cornerstone University and Sawyer Built LLC and spent fourteen years involved in homeschooling. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, along with retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes academic, evidence-based, globally diversified model portfolios and offers a range of financial consultations and investment services.

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.