Bryce Donovan Kelley

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.

Christopher Tanke is a financial advisor at Strategic Financial Group, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Financial Group since 2008, including its related entities, as well as at USA Financial Securities Corporation from 2008 to 2022. Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing portfolios with a diverse range of investment vehicles and employs a proprietary seven-pillar planning process called the Sequential FORMula.

Connor Maki is a financial advisor at Strategic Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked at 1-800-Hansons. He serves as the Director of Young Adults at Coopersville Reformed Church, where he organizes weekly meetings for individuals aged 30 and under. Strategic Financial Group provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios with various asset classes and referring assets to third-party managers when appropriate.

Dennis Tubbergen is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with PLP Advisors, LLC since 2020 and is involved with PLP Metals, LLC, which buys and sells precious metals. Tubbergen’s other business activities include work in case design for wholesale fixed life and annuity products and management consulting. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning, tailored advice, and access to investment management. The firm offers written financial plans and consultations but does not directly manage client assets, instead implementing recommendations through model portfolios and third-party sub-advisers.