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, holding a Series 65 designation with one year of industry experience. Prior to joining Cornerstone, he worked in various roles including media, landscaping, and automotive sectors, as well as community involvement with University Reformed Church. 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 employs academic, evidence-based, globally diversified model portfolios and offers both discretionary management and co-advisory services.

Jacob Fox is a Series 66–licensed financial advisor with Fairway Investment Group, LLC and has three years of industry experience. His prior roles include positions at Fahey Schultz Burzych Rhodes and the Michigan Attorney General's office. Fox also serves as Director of Compliance for MEA Financial Services, where he oversees insurance-related activities. 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 emphasizes tailored advice based on an investor’s profile combined with fundamental, technical, and cyclical analysis.

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.

William Wiarda is a financial advisor at Cornerstone Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2015. Outside of his advisory role, Wiarda is a Dave Ramsey Certified Financial Coach providing debt freedom coaching. Cornerstone Wealth Partners offers financial planning and discretionary portfolio management primarily to individual investors, along with services for workplace retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach uses academic, evidence-based, globally diversified model portfolios, typically with mutual funds and ETFs, reviewed and rebalanced quarterly.

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.

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. 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.