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Leonard G
Series 63, Series 65
Manistique, MI
Fairway Investment Group, LLC
Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Fairway Investment Group since 2022 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, alongside individual clients, trusts, estates, and select businesses. The firm focuses on fee-based portfolio management and delivers tailored investment advice through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis.
Steven P
Series 66
Manistique, MI
Edward Jones
Steven Pugh is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for The Chapel of Lake County for ten years. Outside of his advisory role, he is involved in his community as a football coach for Manistique Area Schools and serves as a director for the Manistique Area Hockey Association, focusing on coaching and policy development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Stacy F
Series 66
Schoolcraft, MI
LPL Financial
Stacy Foote is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. for 11 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.
Kathleen J
Series 63, Series 66
Schoolcraft, MI
Ameriprise
Kathleen Jones is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Comerica Bank and Fifth Third Securities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.
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