Amanda Jones

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Steffanie Osborn is a financial advisor at First Dollar Saved LLC with three years of industry experience. She holds a Series 65 designation and has worked at First Dollar Saved since 2023. The firm provides fee-only financial planning and investment advisory services primarily to individual investors early in their careers or new to investing. First Dollar Saved emphasizes passive, low-cost index funds and ETFs, offering a la carte services that include written investment plans, retirement plan reviews, and brief consultative sessions, while guiding clients through implementation without taking custody of assets.

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Clearview Financial since 2010 and also works as a high school teacher. ClearView Investments serves a diverse client base, including high-net-worth individuals and institutional clients, offering personalized investment advisory and financial planning services. The firm primarily uses passive investment management with diversified portfolios and incorporates fundamental and technical analysis, managing accounts on a discretionary basis with quarterly reviews aligned to client objectives.

Amanda Campbell is a financial advisor at Ellija Capital Management, LLC with three years of industry experience. She holds a Series 65 license and has been with Ellija Capital Management since 2022. In addition to her advisory role, she is licensed to conduct insurance sales. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets. The firm serves individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering customized asset allocation and a long-term, diversified investment approach.