Cathryn Porter is a financial advisor at HBW Advisory Services LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and Bradford Financial Advisors LLC, where she also serves as office manager. Outside of her advisory role, she is involved in tax preparation and filing through CMP Tax Management LLC and acts as an insurance agent selling fixed life insurance products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it offers a range of services including sub-advisory, co-advisor arrangements, and retirement-plan subscription options.

Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at several firms including Ceterea Advisor Networks and Voya Financial Advisors, and is involved in multiple business ventures such as ownership of an automotive accessory manufacturing company and facilitation of a local business networking group. Bradford also serves as Vice President of the Greenhills Property Owner Association, overseeing road maintenance and by-law enforcement. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and businesses. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is noted for its high client-to-advisor ratio and institutional and intermediary roles.

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.