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.

Mason Callesen is a Series 65-licensed financial advisor with Independent Financial Partners, based in Manistee, MI, and has two years of industry experience. His prior work includes roles at Fifth Third Bank and Callesen Wealth Management. Outside of finance, he serves as a reservist in the Michigan National Guard. Independent Financial Partners is a nationwide network of independent advisors serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model 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.

Jennifer Lugauer is a Series 66-licensed financial advisor with LPL Financial, based in Norton Shores, MI, and has five years of industry experience. She previously worked at River Financial Planners and Kennicott Brothers Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Jay Koski is a financial advisor with LPL Financial, holding a Series 66 designation and over one year of experience in the industry. His prior roles include work as a tax accountant and experience with River Financial Planners. He has also been involved with Saint Michael Lutheran Church for seven years. 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 broad network of investment adviser representatives.

Mackenon Crowley is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Crowley served six years in the US Air Force. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Peter Finch is a financial advisor with LPL Financial in Suttons Bay, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked for Commonwealth Financial Network for 10 years before joining LPL Financial. Finch is also involved with Pillar Financial Services, LLC, and has a role related to fixed insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of financial solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffery Reau is a CFP®-certified financial advisor with over 21 years of industry experience, currently serving at Edward Jones since 2004. Based in Manistee, MI, he holds Series 63 and Series 66 licenses. Outside of advisory work, he is involved with Centillion Group, LLC, where he participates in investment decisions related to real estate properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Postma is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of advising, Postma serves as a board trustee and vice-chair at Munson Healthcare – Manistee Hospital, officiates youth and adult hockey games, and owns a woodworking business called Good Wood Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Benjamin Crowley is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of more than 23,700 financial advisors.

Zachary Reau is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior work includes positions at Richards & McDougall PC and Maner Costerisan & Ellis PC. 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 under management through a broad network of advisors and branches, offering various advisory strategies under a fiduciary standard.