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 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. 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 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.

Evan Vanderwey is a financial advisor with Cornerstone Wealth Partners, LLC, holding a Series 65 credential and possessing 16 years of industry experience. He has worked at Cornerstone Wealth Partners since 2008 and has also served as a loan officer and manager at Churchill Mortgage since 2013. Outside of his advisory role, he is the owner of Taste Coffee Company, a coffee shop. Cornerstone Wealth Partners provides advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based, globally diversified investment approach and offers both discretionary asset management and co-advisory services.

Nathan Stump is a financial advisor at Cornerstone Wealth Partners, LLC in Okemos, MI. He holds the Series 65 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Edward Jones, The River Crew, and Alaska Christian College, among others. 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 academic, evidence-based investment approach using globally diversified mutual fund and ETF models, and offers financial planning, portfolio management, and retirement guidance.

Joshua Thomson is a financial advisor at Cornerstone Wealth Partners, LLC with five years of industry experience. He holds a Series 65 credential and has worked at Churchill Mortgage and the Federal Aviation Administration. Outside of his advisory role, Thomson owns and operates a short-term rental property and a golf cart rental business. 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.

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.

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, 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.

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 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.