Benjamin Katterman

Bradley Booms is a Series 65-licensed financial advisor with 4 years of industry experience, currently serving as the sole advisor at 1st Securities Management, Inc. His professional background includes roles at Nietzke & Faupel and Yeo & Yeo, along with ownership of Booms Accounting PLLC, where he practices as a CPA. 1st Securities Management, Inc. provides investment advisory services primarily through directing clients to third-party money managers, focusing on long-term asset-class exposure via low-turnover mutual funds and conducting due diligence on those managers. The firm serves individual and high-net-worth clients and oversees portfolios on a discretionary or nondiscretionary basis.

Kalen Pokley is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and Paradigm Equities, Inc since 2019. Outside of advising, he is also a teacher at Bad Axe Public 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, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations.

Erik Lundy is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group. Lundy is also a board member of the St. Hubert Finance Committee. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Cody Pfaff is a financial advisor with Thrivent Investment Management and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, all of which have been with Thrivent since 2016. Outside of his advisory role, he serves as a volunteer firefighter for the Sherman Township Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering services either on a one-time or ongoing basis without discretionary trading authority.

Brandyn Lawson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to joining Edward Jones, he held roles at several automotive dealers including Graff Nissan, Fox Nissan of Okemos, Lafontaine Chrysler Dodge Jeep Ram, and Lansing Nissan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Tyler Colling is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Fieldstone Wealth Management and Cherry Hill Financial. Outside of finance, he and his wife operate a farming business, T & K Colling Farms LLC, which grows a rotation of corn, dry beans, wheat, and soybeans on family-owned land. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by various analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.