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.

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.

Robert Gentner is a CFP® professional with 17 years of industry experience, currently serving at Founders Financial Securities LLC since 2011. Prior to joining Founders, he worked for the Village of Morrice for nine years. Outside of his advisory role, he is a board member and officer of Living Hope Ranch, a Christian ministry that uses rescued horses to support children who have experienced trauma. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of independent advisers. The firm offers a range of advisory platforms and specialized services, including 1031 exchange consulting and co-advised private wealth portfolios, while allowing advisers considerable discretion in portfolio management and client service.

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.

Colin Lennox is a CFP® with six years of industry experience, currently serving as a financial advisor at Rehmann Wealth since 2024. He previously worked for ten years at Plante Moran Financial Advisors. Outside of his advisory role, Lennox volunteers as a member of the investment committee for the endowment fund at First United Methodist Church Birmingham. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm offers comprehensive investment management and financial planning services, utilizing an in-house investment team alongside third-party managers to construct and monitor diversified portfolios.

Elijah Richardson is a Series 65-licensed financial advisor at CG Advisory Services with three years of industry experience. He previously worked at Jackson National and has a background that includes roles at Michigan State University and Williamston High School. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios and bespoke account structures.

Ryan Parrott is a financial advisor at ValMark Advisers, Inc. in Mason, Michigan, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2011. Outside of his advisory role, he is a member of Ash Street Redevelopment, LLC, involved in the redevelopment of commercial and residential properties in downtown Mason. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and sub-advisory solutions.

Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Daniel Zeiger is a financial advisor at Sequent Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Packerland Brokerage Services and Foresters Equity Services, Inc. Outside of his advisory role, he operates as an independent contractor selling life, annuities, health, LTC, and Medicare products. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and provides clients with ongoing investment communications and newsletters.

Seth Houle is a CFP® and holds a Series 65 license with two years of experience in the financial industry. He has been with Plante Moran Financial Advisors since 2022 and has prior work experience at Michigan State University and several other organizations. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements, managing over $25 billion in assets as of the end of 2025.