Stephanie Paige Greene

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.

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.

Marc Livernois is a financial advisor with MSDR Partners, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining MSDR Partners in 2025, he worked at Epic Trust Investment Advisors, LLC for five years and CUNA Brokerage Services, Inc. for another five years. MSDR Partners is a solo independent registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm provides discretionary portfolio management, financial planning, and a range of ERISA and qualified retirement plan services, with a notable focus on pension consulting and formal ERISA fiduciary work.

Lori Bush is a CFP® with eight years of industry experience, currently serving as an advisor at Kuhn Capital Partners. She has operated as a sole proprietor since 2017, focusing on investment-related activities and insurance sales. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, and access to third-party managed solutions. The firm constructs portfolios based on client objectives and risk tolerance, offers alternative investments for qualified clients, and manages multiple private funds.

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.

Melissa Myers is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with MMG Wealth Management in Grand Haven, MI, and previously worked at Bayou Financial Planning, Women’s Wealth Boutique, and LPL Financial. Outside her advisory role, she is involved in education and lifestyle coaching through her business Sunkissed and Blessed, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management and financial planning using a combination of passive and active strategies grounded in modern portfolio theory.