Cathryn Porter is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding a Series 66 designation and five years of industry experience. She has worked at CMP Tax Management LLC, Cetera Advisor Networks, and Bradford Financial Advisors LLC, where she also serves as office manager. Additionally, she is an insurance agent involved in fixed insurance sales and assists with trust creation and tax preparation through related business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers and multi-manager diversification, supports sub-advisory and co-advisor relationships, and offers wrap-fee and subscription services.

Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with multiple ventures including financial planning, tax and business consulting, and serves as CEO of an automotive accessory manufacturing company. Bradford also facilitates a local business referral network and is involved in community activities such as serving as Vice President of the Greenhills Property Owner Association. HBW Advisory Services manages approximately $1.75 billion in client assets, serving a wide range of individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach, utilizing third-party money managers, tactical asset allocation, and multi-manager diversification, and incorporates AI tools for operational efficiency while maintaining a high client-to-advisor ratio.

Jaxson Barlow is a financial advisor with HBW Advisory Services LLC in Brighton, MI. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining HBW, Barlow worked in various roles outside the financial industry, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans with a range of asset management, financial planning, and consulting services. The firm employs a blended investment approach that includes tactical asset allocation, fixed income, and multi-manager diversification, supported by AI tools for operational efficiency.