Erik Lundy

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.

Cody Pfaff is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as a volunteer firefighter with 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 offers comprehensive, goal-based planning on a range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

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 who holds a Series 66 designation and has 14 years of industry experience. He has worked at Fieldstone Wealth Management since 2019 and previously at Cherry Hill Financial and Jason Patrick & Associates LLC. Outside of finance, he co-owns an agricultural business, T & K Colling Farms LLC, which manages crop farming operations in Michigan. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Brady Krohn is a financial advisor with Raymond James Financial in Bad Axe, Michigan, holding a Series 66 designation and with approximately two years of industry experience. His prior roles include positions at Fieldstone Wealth Management Group and Kapteyn Wealth Partners. Outside of finance, he was involved with Golf 616 in 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Amanda Gunn is a financial advisor at Raymond James Financial with a Series 65 designation and two years of industry experience. She has held roles at Fieldstone Wealth Management Group and Advance Wealth Management Service, LLC. Outside of advisory work, she serves as an associate and client service team lead at Fieldstone Wealth Management, supporting financial advisors and service representatives. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through a range of account types and leveraging extensive affiliate resources.