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.

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Clearview Financial since 2010 and also works as a high school teacher. ClearView Investments serves a diverse client base, including high-net-worth individuals and institutional clients, offering personalized investment advisory and financial planning services. The firm primarily uses passive investment management with diversified portfolios and incorporates fundamental and technical analysis, managing accounts on a discretionary basis with quarterly reviews aligned to client objectives.

Amanda Campbell is a financial advisor at Ellija Capital Management, LLC with three years of industry experience. She holds a Series 65 license and has been with Ellija Capital Management since 2022. In addition to her advisory role, she is licensed to conduct insurance sales. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets. The firm serves individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering customized asset allocation and a long-term, diversified investment approach.

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.

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.

Dennis Tubbergen is a financial advisor at Personal Legacy Planners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily with PLP Advisors, LLC since 2014. Outside of his advisory role, he is involved in buying and selling precious metals through PLP Metals, LLC and participates in other business activities including wholesale fixed life and annuity products. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party manager to deliver portfolio management and client service.

Jacob Holtrop is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Alliance Investment Management, LLC since 2014, including its current supported firm structure beginning in 2022. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting services to individuals, retirement plan sponsors, trusts, estates, charities, corporations, and other business entities. The firm employs a tactical asset allocation approach using a proprietary Investment Conditions Rank to adjust sector and fund weightings and serves as the investment manager for a private pooled investment vehicle.

Thaddeus Lubbers is a financial advisor at Ellija Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Ellija Capital Management since 2007. Outside of his advisory role, he is an independent insurance agent and manages a college financial aid and planning consulting practice. Ellija Capital Management is a state-registered investment adviser managing approximately $57 million in discretionary assets for individuals, business owners, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes long-term, diversified strategies using a “bucket” approach and employs a mix of fundamental, technical, charting, and cyclical analysis to design portfolios.

Thor Nelson is a financial advisor at Alliance Investment Management, LLC with 18 years of industry experience. He has been with Alliance Investment Management since 2009. Nelson holds the Series 65 designation. Alliance Investment Management, LLC provides discretionary and non-discretionary investment management and customized consulting to individuals, retirement plan sponsors, trusts, estates, charities, corporations, and other business entities. The firm employs a tactical asset allocation approach using a proprietary Investment Conditions Rank framework and manages both individual portfolios and a private pooled investment vehicle.

Ross Bush is a financial advisor at Graetz Wealth with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Brookstone Wealth Advisors, LLC, MML Investors Services, and MassMutual Financial Group. In addition to his advisory role, he is an owner of an insurance sales business. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of passive index exposures and tactical adjustments in its investment process and employs model portfolios while maintaining ongoing monitoring responsibilities.

Leonard Debraber is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and the option to recommend third-party managers.

Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.

Timothy Devries is a financial advisor at Clearview Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clearview Financial LLC since 2007, previously serving at HBW Insurance and Financial Services and the City of Grand Rapids. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm employs a primarily passive investment approach, utilizing diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis, and offers discretionary account management focused on clients’ objectives and retirement strategies.

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.

Frederick Gearhart is a financial advisor with Personal Legacy Planners in Grand Rapids, MI, holding Series 63 and Series 65 credentials and over 26 years of industry experience. His career includes roles at Illuminated Insurance Services, Luminist Capital, and Advisory Advocates. He serves as a trustee of a trust that owns part of Luminist Capital and Advisory Advocates and is involved in insurance sales and the sale of precious metals through affiliated entities. Personal Legacy Planners provides financial planning and investment advisory services to individuals, trusts, estates, charities, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocation and a co-adviser relationship with a third-party sub-adviser for portfolio management while maintaining client oversight.

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.

Brandon Graetz is a financial advisor with Graetz Wealth in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Retirement Wealth Advisors, Inc. and Altruistic Retirement Planning, LLC, along with self-employment as an advisor since 2015. Outside of his advisory work, he serves as treasurer for the Lake Bella Vista Improvement Association and LBV Water Services. Graetz Wealth provides advisory services to individuals, corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an investment process that combines asset allocation with passive and tactical strategies, utilizing model portfolios and third-party advisers while maintaining ongoing client monitoring.