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.

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 previously worked at Epic Trust Investment Advisors, LLC and CUNA Brokerage Services, Inc. He is also licensed for life and health insurance. MSDR Partners, LLC provides portfolio management, financial planning, and retirement-plan consulting services to plan sponsors, pension and profit-sharing plans, trusts, and other institutional or high-net-worth clients. The firm combines quantitative and fundamental analysis with optimization tools and model portfolios, offering discretionary management and ERISA-focused fiduciary services.

Joel Genzink is a financial advisor at Magna Advisors with a Series 66 designation and two years of industry experience. He previously worked at Capital Harbor Advisors, LPL Financial, and Securities America, and has a background in real estate brokerage with RE/MAX Lakeshore. Outside of his advisory role, he is involved in mortgage and real estate services through a separate business entity. Magna Advisors provides investment management and financial planning services to individuals, high-net-worth families, family offices, and corporate clients. The firm delivers personalized portfolio management using a combination of mutual funds, ETFs, and other securities, guided by asset-allocation principles and multiple analysis methods, generally managing accounts on a discretionary basis.

Christopher Tanke is a financial advisor with Strategic Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes 14 years at USA Financial Securities Corporation. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, using tailored investment programs and a proprietary seven-pillar “Sequential FORMula” framework. The firm combines fundamental analysis, modern portfolio theory, and technical analysis, often employing third-party managers for separate management.

Daniel Gillett is a financial advisor at Branch Capital Management with a Series 65 credential and one year of industry experience. He has served in various roles outside finance, including long-term involvement with the Ottawa County Sheriff, Holland Township Fire Department, and the Singers Crusaders Chorus. He also provides counseling and stress management services for first responders through his sole proprietorship, Heritage Support Services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical advisory firms.

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.

Holleigh Urbanik is a financial advisor at MMG Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Women's Wealth Boutique and Bayou Financial Planning, LLC. Outside of her advisory role, she holds a Notary Public Commission. 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, combining passive and active strategies based on modern portfolio theory and offering access to various third-party money managers and advisory programs.

Connor Maki is a Series 65-licensed financial advisor with Strategic Financial Group, L.L.C., where he has worked since 2024. He has one year of industry experience and previously held roles at 1-800-Hansons and various community organizations. Outside of his advisory work, he serves as the Director of Young Adults at Coopersville Reformed Church, organizing weekly meetings for young adults under 30. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis across a diverse range of investment vehicles. The firm also offers tailored investment programs and may utilize third-party managers for separate management.

Dean Vanderzee is a financial advisor at Branch Capital Management with three years of industry experience. He holds a Series 65 credential and has been the owner and accountant at Vanderzee, LLC since 2004, providing tax and accounting services. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis. The firm employs a proprietary, technically oriented investment discipline focused on frequent asset-allocation adjustments and provides more frequent reporting than the typical quarterly schedule.

Eric Haas is a financial advisor at PruFid Financial Advisors LLC with 15 years of industry experience and holds a Series 65 designation. He has been affiliated with Altruist Financial Advisors LLC since 2001. PruFid Financial Advisors provides ongoing, fee-only portfolio management and advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a strategic asset-allocation approach using mutual funds and ETFs, managing approximately $358 million in assets with a focus on both discretionary and non-discretionary accounts.

Brenda Bridges is a financial advisor at MMG Wealth Management with 11 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Equity Services, National Life, and Axa Advisors. Outside of her advisory role, she is involved as a divorce mediator and collaborative financial neutral with Bridging Divorce Solutions, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary investment management and financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and sponsors its own wrap fee program with client custody at LPL Financial.

John Joliat is a financial advisor at Branch Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Branch Capital since 2011. Outside of advisory work, he is the owner of SNG Real Estate Holdings, LLC, a real estate investment business. Branch Capital Management serves individual and high-net-worth clients as well as select charitable organizations, managing assets on a discretionary basis for approximately 66 client relationships. The firm employs a proprietary, technically oriented investment approach with frequent asset-allocation adjustments and provides more frequent reporting than typical, focusing on non-transaction-fee mutual funds, ETFs, and occasional individual securities.

Stephanie Greene is a financial advisor with Strategic Financial Group, L.L.C. in Grand Haven, MI. She holds the CFP® designation and Series 66 license and has 10 years of industry experience. Prior to joining Strategic Financial Group, she worked at USA Financial Securities Corporation for six years. Greene is also a licensed insurance agent and occasionally offers insurance products alongside her advisory services. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a tailored investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, often utilizing third-party managers and proprietary planning frameworks.

Jordan Alvarez is a financial advisor at Connected Financial Strategies LLC with nine years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Eagle Strategies and NYLIFE Securities LLC. Outside of his advisory role, Alvarez coaches wrestling for Jenison Public Schools. Connected Financial Strategies LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and plan sponsors. The firm emphasizes exchange-traded funds in its portfolios and offers ERISA-focused retirement plan consulting combined with formal selection and oversight of other advisers.

Douglas Plamondon is a financial advisor at DB & C Advisors, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with DB & C Advisors since 2011. In addition to his advisory role, he is involved with DeBoer, Baumann & Company, a tax preparation and accounting firm. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines various investment strategies and works closely with an affiliated local accounting practice to serve its clients.