Jon Solitro is a Certified Financial Planner® with 13 years of industry experience. He is the principal of FinancialMD, LLC, an independent advisory firm, and has previously worked at Principal Securities, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. Solitro serves as a board member of Youth Haven. FinancialMD provides comprehensive financial planning and discretionary investment management services to individuals, families, business entities, and retirement plans. The firm offers tailored advice with a focus on cash and debt management, retirement and insurance planning, and tax-preparation services, using both tactical and strategic investment approaches.

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 of MD Advice Financial in Holt, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Principal Securities, Washington Avenue Advisors, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. He is also involved in fixed insurance and various insurance product lines. MD Advice Financial provides investment advice, comprehensive financial planning, and insurance solutions to individuals and high-net-worth clients. The firm employs a mix of tactical and strategic asset allocation models, offers discretionary management or oversight of external managers, and utilizes both fundamental and quantitative analysis in its investment approach.

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 with Church Organizers Foundation in Mason, MI, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. Prior to joining Church Organizers Foundation in 2016, he worked at firms including LPL Financial, Trustmont Advisory Group, SPC, and UBS Financial Services. Outside of his advisory role, Lee serves as a Lutheran minister and intentional interim pastor. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and other businesses. The firm focuses on customized portfolio construction using fundamental and technical analysis, with an emphasis on stewardship services tailored for churches and 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 in Lansing, MI, holding a Series 66 credential and 13 years of industry experience. Prior to joining Ataraxis Advisors, she worked at Managed Money Concepts and Securities America, Inc. She is also involved in insurance sales as an owner of an insurance business. Ataraxis Advisors LLC provides financial planning, consultations, seminars, and portfolio management to individuals, trusts, estates, pension plans, and corporations. The firm uses model allocation portfolios and third-party programs to manage most client assets on a discretionary basis, with operations closely integrated with a broker-dealer and multiple investment platforms.

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 seven years of industry experience. He holds a Series 65 designation and has worked at Cornerstone Wealth Partners since 2018. Prior to joining Cornerstone, he spent eight years at Churchhill Mortgage. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, as well as services for retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses academic, evidence-based, globally diversified model portfolios and offers ongoing financial consultations, college savings planning, and IRA/rollover guidance.

Timothy Whelan is a financial advisor with Cornerstone Wealth Partners, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Cornerstone Wealth Partners in 2023, he worked at Medwise Marketing and The O.N. Equity Sales Company. Outside of his advisory role, he consults and owns a sports league through Stafford Pathways, LLC. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, along with services for workplace retirement plans, trusts, and charitable organizations. The firm uses academic, evidence-based, globally diversified model portfolios and serves as a discretionary manager or co-advisor to its clients.

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 at Cornerstone Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked at Churchill Mortgage and has been involved with NorthPointe Christian School and Cornerstone University. Outside of advising, Joshua serves as a part-time assistant men's volleyball coach at Cornerstone University. Cornerstone Wealth Partners provides financial planning and discretionary portfolio management primarily to individual investors, as well as services for retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs an academic, evidence-based investment approach using globally diversified model portfolios primarily composed of mutual funds and ETFs.

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, 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.

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 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.