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Kalen P

Series 66

Sebewaing, MI

Fairway Investment Group, LLC

Kalen Pokley is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and Paradigm Equities, Inc since 2019. Outside of advising, he is also a teacher at Bad Axe Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Benjamin K

Series 66

Pigeon, MI

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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