Deborah Vanderjagt

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.

Kyle Grevengoed is a CFP® with six years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning in Holland, MI. His prior experience includes roles at Alight Financial Advisors and Zeiders Enterprises. He is the founder and director of Living Hope Camping Foundation, Inc., a nonprofit that funds camp and educational opportunities for families and individuals. 320 Life Financial Planning primarily provides investment management for pooled vehicles and institutional accounts, along with limited direct counseling for individual clients. The firm combines portfolio management with financial counseling and education, serving a range of clients including servicemembers and individuals affected by gambling, and offers services through hourly or annual fees rather than percentage-of-assets models.

Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.

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.

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 license with 11 years of industry experience. He has operated his independent firm since 2014. The firm provides fee-only financial planning and investment management for individuals, couples, and families, focusing on retirement planning, tax and estate considerations, college funding, and workplace accounts. Bowen Financial Planning uses modern portfolio theory to recommend diversified allocations primarily through low-cost ETFs, no-load mutual funds, and closed-end funds, and offers both ongoing asset management and hourly consulting services.

John Knight is a financial advisor at Lamberson Knight Wealth Management LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Lamberson Knight Wealth Management since 2016. In addition to his advisory role, he is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management provides personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a generally long-term horizon and offers predominantly non-discretionary asset management, requiring client approval before trade execution.