Mason Callesen

Luke Kooy is a financial advisor at Independent Financial Partners with a Series 65 designation and five years of experience. His work history includes roles at Poke Packs LLC/Up North Collectors, Dempsey Manor, Manistee High School, and Manistee Golf & Country Club. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jandin Miller is a Series 65-licensed financial advisor with Independent Financial Partners, based in Manistee, MI. He has seven years of industry experience and has worked at Callesen Wealth Management and Independent Financial Partners since 2014. Miller serves as a board member for two traditional bowhunting organizations, Michigan Traditional Bowhunters and Compton Traditional Bowhunters, where he helps coordinate events and manage board activities. Independent Financial Partners is an enterprise-level firm with a decentralized advisory model, supporting a network of approximately 261 advisors and managing over $12.5 billion in assets. The firm offers investment advisory, financial planning, trust, and retirement-plan services to a broad range of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Nicholas Callesen is a financial advisor with Independent Financial Partners who holds the Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Independent Financial Partners since 2014 and previously spent 10 years with LPL Financial. Outside of his advisory work, he serves as treasurer for Tiny Developers, a nonprofit that develops tiny homes for the homeless, and is a board member of The Callesen Foundation, a family charitable organization. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a network of approximately 261 independent advisors nationwide. The firm supports a decentralized advisory model, allowing advisors to set individual investment strategies while providing clients options for centralized asset management and specialized retirement-plan consulting services.

Laurie Blevins is a financial advisor with Edward Jones in Manistee, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Laurie worked at Morton Salt for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Postma is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Kanai Wealth Management Group (Cetera Wealth Services), TD Ameritrade, and Lake Michigan Credit Union. Postma returned to Edward Jones in 2025 after an earlier tenure from 2017 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Lugauer is a CFP® with 26 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent 18 years at Investment Centers Of America, Inc. He is also involved with JML Financial Inc., a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.