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.

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.

Connor Maki is a financial advisor at Strategic Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked at 1-800-Hansons. He serves as the Director of Young Adults at Coopersville Reformed Church, where he organizes weekly meetings for individuals aged 30 and under. Strategic Financial Group provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios with various asset classes and referring assets to third-party managers when appropriate.

Royce Young is a financial advisor at LFN Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at FTK Services LLC, Bethany Christian Services, PFS Investments Inc., and Primerica Financial Services. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing financial planning and portfolio management. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to develop personalized investment strategies and conducts quarterly account reviews.

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.

Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.

Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, holding a Series 65 designation with three years of industry experience. He has been with Braeburn Wealth Management since 2020 and previously worked at Valeo Financial Advisors in 2021. Braeburn Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm provides fee-based investment management, financial planning, and consultation services using a strategic, diversified asset-allocation framework combined with fundamental, technical, cyclical, and quantitative analysis.

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.

Ernest Anderson is a financial advisor at LFN Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Waddell & Reed and operates a marketing consulting business as a sole proprietor. Anderson is also a minority partner in a transition planning firm for advisors. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses multiple analytical methods and documents client objectives with investment policy statements to tailor portfolio strategies and provides ongoing monitoring.

Logan Metcalf is a financial advisor with Braeburn Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles in various sectors such as hospitality and logistics. Braeburn Wealth Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers fee-based investment management and financial planning, employing a strategic asset-allocation framework with proprietary equity and income strategies.

Roger Garretson is a financial advisor with Embark Financial Partners in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. He is a co-trustee of multiple living trusts. Embark Financial Partners provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients. The firm delivers advice through written plans and consultations without managing client assets or taking custody.

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.

Rebecca Novak is a Series 66-licensed financial advisor with LPL Financial, based in Grand Rapids, MI, and has nine years of industry experience. She has held roles at BCS Partners LLC and its affiliated entities, as well as at Waddell & Reed Inc. In addition to her advisory work, Novak is a commissioned notary and serves as a non-variable insurance agent for Embark Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.

Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fairway Investment Group since 2020 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his current roles, Myers spent 25 years with Hamilton Community Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Andrew Flack is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with Cross State Financial Group LLC in Grand Haven, MI, since 2016. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets through an eight-advisor team. The firm employs a combination of fundamental analysis and tactical asset allocation to construct portfolios tailored to client needs.