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, 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.

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.

Steven Vanderwey is a financial advisor at Cornerstone Wealth Partners, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Cornerstone since 2008. In addition to his advisory role, Vanderwey is involved as a loan officer and manager at Churchill Mortgage, a non-investment related business. Cornerstone Wealth Partners serves 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 with quarterly model reviews and offers both discretionary asset management and co-advisory services.

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. He has been with Cornerstone Wealth Partners since 2023 and previously worked at Cornerstone University and Sawyer Built LLC. He has also spent several years involved in homeschooling. 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 uses an academic, evidence-based approach with globally diversified mutual fund and ETF models and provides a range of financial planning and portfolio management 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.

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.

Adam Lesperance is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with CG Advisory Services and has held prior roles at Geneos Wealth Management Inc and Wfg Investments, Inc. Outside of advisory services, he is the owner of Lesperance Farms, LLC, a tree farm. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm delivers investment management primarily through proprietary discretionary model portfolios and bespoke account structures, utilizing a combination of in-house models and third-party managers.

Parke Petersen is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Geneos Wealth Management and Wfg Investments, and has been involved with Capital Asset Advisory Services and CG Financial Services since 2005. CG Advisory Services is an SEC-registered firm managing over $4 billion for a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Brian Walker is a financial advisor at CG Advisory Services with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Geneos Wealth Management. Walker also provides administrative support to Capital Asset Advisory Services, an independent investment advisor firm. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management with proprietary and customized model programs, financial planning, retirement-plan consulting, and access to alternative investments, using a model-driven approach supported by an Investment Committee and AI tools.

Jeffrey Casey is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is affiliated with CG Advisory Services and has held roles at Geneos Wealth Management Inc and Wfg Investments, Inc. Casey has owned and managed several related businesses, including investment advisory and insurance firms. CG Advisory Services is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporate clients through discretionary portfolio management, financial planning, and retirement consulting. The firm employs proprietary model-driven investment strategies supported by fundamental and technical research and incorporates AI tools and third-party managers in its approach.

Nathan Traxler is a Series 65-licensed financial advisor with four years of industry experience. He is currently with CG Advisory Services, where he has worked since 2021. His prior experience includes roles at Edward Jones and Menards, as well as positions outside finance in construction and education. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, retirement services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Thomas Doran is a financial advisor with CG Advisory Services and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Geneos Wealth Management, WFG Investments, and Capital Asset Advisory Services. Doran was also associated with the CPA firm Anderson, Tuckey, Bernhardt & Doran, PC, and serves on the board of directors for the Harbor Bay Condo Association. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and customized investment solutions.