Lori Bush

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 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.

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 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.

Michael Markey is a financial advisor with LFN Advisors Inc. in Muskegon, MI, holding a Series 65 designation and 14 years of industry experience. He has been with LFN Advisors since 2013 and is also involved in several related businesses, including co-founding Oeconomous, which focuses on transition planning for advisors, and managing Legacy Media Company, LLC, which produces a radio show. Additionally, he operates as an independent insurance agent. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses various analytical methods to tailor portfolio strategies and often acts as a liaison to third-party money managers, offering financial planning at no extra charge.