Taggert Marshall Kelly

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 at MSDR Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Epic Trust Investment Advisors, CUNA Brokerage Services, and Mass Mutual Investors Services. MSDR Partners manages approximately $25.5 million for individuals, high-net-worth households, trusts, charitable organizations, and pension plans. The firm offers discretionary portfolio management, financial planning, and specialized retirement-plan consulting services using a combination of quantitative tools and tailored investment strategies.

Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

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.

Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.