Bradley A Booms

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 in Bad Axe, Michigan, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Thrivent Financial 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, focusing on goal-based planning across various financial topics. The firm offers planning engagements separately from managed accounts and does not accept discretionary trading authority for its planning services.

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.

Brady Krohn is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His work history includes roles at Fieldstone Wealth Management Group, Kapteyn Wealth Partners, and a business called Golf 616. He has also worked in education at Spring Arbor University and Laker Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using advanced modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Benjamin Katterman is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. He previously worked at Raymond James & Associates, Inc. and Stephenson & Company, PC. Katterman is also affiliated with Thumb Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of solutions including financial planning, model portfolio programs, and institutional platforms.