Jon Solitro is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He is the principal of FinancialMD, LLC and has previously worked with Principal Securities INC, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. He serves as a board member for Youth Haven. FinancialMD provides comprehensive financial planning and discretionary investment management to individuals, families, businesses, and retirement plans, utilizing both tactical and strategic allocation supported by fundamental and technical analysis. The firm offers tailored advisory services including tax preparation through affiliated entities and maintains protocols to address potential conflicts related to its licensed insurance activities.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Richard Diaz Jr. is the principal advisor at MD Advice Financial in Holt, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Principal Securities Inc., Washington Avenue Advisors, The Centennial Group, and Principal Life Insurance Company. MD Advice Financial provides investment advice, comprehensive financial planning, and insurance solutions primarily to individuals and high-net-worth clients. The firm employs a mix of tactical and strategic asset allocation models and may implement portfolios through separately managed accounts or external managers.

Marvin Brigman is the principal of Brigman Wealth Management in Holt, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been self-employed since 1995 and maintains a life, accident, and health insurance license as part of his business activities. Brigman Wealth Management serves individual investors and a limited number of business clients, offering discretionary portfolio management and advice focused on fundamental securities analysis with a primarily long-term investment approach. The firm emphasizes selecting individual securities and provides direct oversight through the principal, managing approximately $5.4 million in assets across about 38 clients.

Anne Lee is a Series 65-licensed advisor with four years of industry experience, currently working at Church Organizers Foundation since 2016. She previously practiced law at Lee Law Office PLLC from 2014 to 2022. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and businesses. The firm offers customized portfolio management and financial planning, emphasizing stewardship-focused services for churches and nonprofits alongside conventional investment management.

Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.

Martin Lee is a financial advisor at Church Organizers Foundation with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013. In addition to his advisory role, Lee serves as an intentional interim pastor at St. Matthew Lutheran Church & School. Church Organizers Foundation serves individual clients, trusts, estates, endowments, foundations, charitable organizations, and business entities, providing discretionary investment advisory, financial planning, and targeted consulting services. The firm emphasizes customized portfolios focused on tax efficiency and risk management, and it offers specialized stewardship and trust administration services for charitable organizations.

Scott Dorer is a financial advisor with Ataraxis Advisors LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Managed Money Concepts and Securities America, Inc., alongside operating as an insurance agent since 1986. He is also a notary public for Ingham County, Michigan. Ataraxis Advisors LLC serves individual investors, high-net-worth clients, trusts, pension plans, and corporate entities by providing financial planning, consultations, seminars, and portfolio management through various program structures. The firm employs a long-term investment approach using mutual funds, model portfolios, separately managed accounts, and unified managed accounts, often utilizing third-party platforms and sub-advisors for execution and custody.

Ashley Loveall is a financial advisor with Ataraxis Advisors LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Managed Money Concepts and Securities America, Inc., and currently serves as a registered investment advisor representative and compliance officer. In addition to her advisory role, she owns an insurance business selling fixed index annuities. Ataraxis Advisors LLC serves individual investors, including high-net-worth clients, as well as trusts, pension plans, and corporate entities, offering financial planning, consultations, seminars, and portfolio management. The firm manages approximately $60 million across about 138 client accounts, utilizing mutual funds, model portfolios, separately managed accounts, and unified managed accounts with a primarily long-term investment approach.

Michael Douglas is a CFP® with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC. He has been with Stewards Wealth Planning since 2015 and is also involved with LifePlan Financial Design Inc. as an insurance agent. Additionally, he has been associated with Mount Hope Church since 2003. Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm manages approximately $99 million across more than 600 client relationships and employs a combination of technical, seasonality, and fundamental analysis in its investment approach.

Joshua Vandyke 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 2018. Prior to that, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $12.8 million across 59 client households and employs an academic, evidence-based, globally diversified investment approach with quarterly model reviews and rebalancing.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Churchill Mortgage Corporation. Outside of advisory work, he owns a sports league and provides consulting and business valuation services through Stafford Pathways, LLC. Cornerstone Wealth Partners is a team-based SEC-registered investment adviser serving individuals, plan sponsors, trusts, estates, charitable organizations, and small businesses. The firm employs an academic, evidence-based investment approach using diversified mutual funds and ETFs, managing approximately $146 million for over 400 client households.

Mark Carter is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Financial Strategies Group, Inc., where he has worked since 2013 across various affiliated firms. Outside of his advisory work, he is involved with a real estate holdings company. Financial Strategies Group serves individuals, trusts, pension plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive and active investments with global diversification and emphasizes fiduciary duty, annual reviews, and client-specific plans.

Brittany Culver is a financial advisor at Financial Strategies Group, Inc. with four years of industry experience. She holds a Series 65 designation and has been with Financial Strategies Group, Inc. since 2010. Financial Strategies Group serves individuals, including high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm emphasizes fiduciary duty, annual reviews, and client-specific plans, combining passive and active mutual funds and ETFs with global diversification, and it discloses performance results alongside client testimonials in its marketing.

Joshua Richline is a financial advisor with Cornerstone Wealth Partners, LLC in Okemos, MI. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cornerstone Wealth Partners, Joshua worked at Churchill Mortgage and has experience in education, including serving as a part-time assistant men's volleyball coach at Cornerstone University. 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.

Kyle Cooper is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has worked at Financial Strategies Group, Inc. since 2017 and previously held roles at Daly Merritt Financial Services, Inc. and Eagle Strategies (NY Life). Cooper is the sole owner and managing member of Cooper Financial LLC, a personal business entity used for business and tax purposes. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm combines passive and active investment strategies with global diversification, uses third-party tools to assess risk tolerance, and distinguishes itself through transparency and integrated service platforms.

Maxwell Beals is a financial advisor at Cornerstone Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles in media, landscaping, automotive sales, and community involvement with University Reformed Church. 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 evidence-based investment approach focused on globally diversified mutual fund and ETF models, and provides financial planning, portfolio management, and educational resources to its clients.

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.

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.