Traverse City, MI N. Division St. Office

Trevis Gillow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James for 26 years. Outside of his advisory role, he is a partner in JACER Properties LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and advisory services, employing multiple portfolio management styles alongside proprietary research and affiliated sub-advisers.

Lucas Settineri is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles within various Raymond James entities and CG Financial Services. He also spent four years at Michigan State University during his early career. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Dennis Brodeur is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2000. Outside of advising, he is a partner in JACER Properties LLC, which owns and leases office space to his Raymond James branch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lauri Mcdougall is a financial advisor with Raymond James & Associates in Traverse City, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2000. Outside of her advisory role, she has worked as a sales clerk at Younkers in Traverse City. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Mandi Shellenbarger is a financial advisor with Raymond James & Associates in Traverse City, MI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Merrill, and The Huntington Investment Company. She also has involvement with Brys Estate Vineyard and Winery. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research, with a notable presence in municipal advisory services and support for small employer retirement plans.