Luke Kooy is affiliated with Independent Financial Partners and holds a Series 65 designation. He has no industry experience in financial advising but has been involved with Poke Packs LLC/Up North Collectors since 2021, and previously worked at Dempsey Manor, Manistee High School, and Manistee Golf & Country Club. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives nationwide. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and has notable retirement-plan advisory and pension consulting capabilities.

Mason Callesen is a financial advisor with Independent Financial Partners, holding a Series 65 credential and three years of industry experience. His work history includes roles at Callesen Wealth Management and Fifth Third Bank. He is also a reservist in the Michigan National Guard. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Jandin Miller is a financial advisor with Independent Financial Partners, holding a Series 65 designation and eight years of industry experience. He has worked at Callesen Wealth Management and Independent Financial Partners since 2014. Miller serves as a board member for two traditional bowhunting organizations, contributing to event coordination and organizational activities. 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 a broad range of clients with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

Nicholas Callesen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes ten years at LPL Financial and roles at IFP Securities and Independent Financial Partners since 2014. He serves as treasurer for Tiny Developers, an organization that builds tiny homes for the homeless, and is a board member of The Callesen Foundation, a family charitable nonprofit. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports independent advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities, managing over $12 billion in assets as of the end of 2024.

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® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent 18 years with Investment Centers Of America, Inc. He maintains a private business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a network of investment adviser representatives utilizing model portfolios, third-party subadvisors, and customizable strategies.

Jennifer Lugauer is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at River Financial Planners, Kennicott Brothers Company, and Toys R Us. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolios and third-party asset management, supported by advanced research and advisor tools.

Jay Koski is an advisor with LPL Financial holding a Series 66 designation. He has been in the industry since 2025 with prior experience at River Financial Planners and Houser Cook. Outside of his financial career, he has been involved with Saint Michael Lutheran Church for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms.

Jacqueline Barends is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2008, accumulating 17 years of industry experience. She is self-employed in several ventures outside of financial advising, including online sales on Amazon, business mindset coaching with plans to launch a related clothing line, and operating a flower farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 at LPL Financial with 25 years of industry experience. He previously worked at Commonwealth Financial Network for 10 years and Mass Mutual Investors Services for 6 years. Finch also manages a business entity, Pillar Financial Services, established in 2002, and is involved in fixed insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jeffery Reau is a CFP® with 22 years of experience at Edward Jones, where he has worked since 2004. Based in Manistee, MI, he is also a member of Centillion Group, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at Richards & McDougall PC, Maner Costerisan & Ellis PC, and in various roles including education and hospitality. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.