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.

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 and holds Series 65 and Series 63 credentials. He has 10 years of industry experience, all of which have been with Thrivent 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 through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering services either on a one-time or ongoing basis without discretionary trading authority.

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.

Amanda Brown is a Series 65-licensed financial advisor with three years of industry experience. She is currently associated with Raymond James Financial and previously worked at Advance Wealth Management Service, LLC. Outside of advising, she supports Fieldstone Wealth Management as a client service team lead. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools to assist clients in achieving their financial goals.

Nathan Haag is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He owns Haag Capital Management LLC and has worked with Fieldstone Wealth Management and Krohn Capital Management. Outside of advisory roles, Haag has experience in education, including positions with Cass City Public Schools and Caro Community Schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on analytical tools, technology integration, and specialized municipal and retirement plan services.

Mark Krug is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. His career includes roles at Krug Financial Services LLC, Fieldstone Wealth Management, and Jason Patrick & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

Dale Yoder is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation and Lake Huron Financial. Yoder is also involved in nonprofit and community activities, serving as an elder at Pigeon River Mennonite Church and a board member of Rosedale International. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering a broad array of brokerage and advisory services supported by various asset-allocation tools and third-party investment platforms.

Matthew Brickel is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Northstar Bank for 19 years. Outside of his advisory role, he is a registered assistant at Lake Huron Financial, where he supports securities trading under supervision. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and automated portfolio management techniques and operates a complex corporate structure with multiple platform arrangements and private-equity ownership.

Jason Krohn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bad Axe, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has served as a financial advisor with Raymond James since 2001. Krohn is also president of Fieldstone Wealth Management LLC, a non-investment support company based in Bad Axe. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding and analytical tools to tailor non-discretionary planning and investment consulting to client goals, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Patrick Essian is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James since 1999 and is also affiliated with Fieldstone Wealth Management Group. Outside of advising, he owns Elijah Air LLC, a business renting airplanes, and Oakwood Financial, a real estate brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers customized, non-discretionary planning and leverages analytical tools for risk profiling and outcome modeling while supporting municipal and public finance work through specialized advisory arrangements.

Patrice Sinclair is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Raymond James since 2008 and previously worked at Zinzino. Outside of advising, she is the owner of a commercial property business in Caseville, MI, and serves as trustee and power of attorney for her personal revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide range of portfolio management styles and affiliated research.

Alexander Smith is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fsc and Booms Construction, as well as eight years at Zuni Christian Mission School. Outside of advising, he serves on the finance committee of the Huron County Community Foundation and acts as a notary public in Michigan. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by various investment platforms and tools to construct portfolios across multiple asset classes.

Kaitlyn Fay is a financial advisor at Edward Jones in Bad Axe, MI, holding CFP® and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Transnation Title Agency and Lansing Nissan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.