Stacy Foote

Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has concurrently worked with MEA Financial Services and Paradigm Equities, Inc. since 2011. Outside of his advisory roles, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves individual clients from the Michigan Education Association membership and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, focusing on membership-based clients rather than high-net-worth individuals.

Steven Pugh is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for The Chapel of Lake County for ten years. Outside of his advisory role, he is involved in his community as a football coach for Manistique Area Schools and serves as a director for the Manistique Area Hockey Association, focusing on coaching and policy development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kathleen Jones is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Comerica Bank and Fifth Third Securities. Her prior role included full-time employment as a Senior Wealth Advisor at Comerica Bank. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice primarily for clients maintaining Ameriprise-managed accounts.