Seasoned financial advisors in Ludington, MI

Christopher Bousson is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at The Huntington Investment Company, TCF National Bank, Cetera Investment Services, LPL Financial, Uvest Financial Services Group, Fifth Third Securities, and Comerica Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Madl is a CFP® professional with 24 years of industry experience. He has been with Edward Jones since 2003, serving clients from his Ludington, MI location. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kenneth Klegon is a CFP® with 15 years of industry experience, currently serving as an advisor at William Mack & Associates Inc since 2017. Prior to this, he worked at a mutual fund management company from 2011 to 2018. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients. The firm serves individuals, trusts, retirement plans, and other entities, offering discretionary investment management and financial planning with a focus on diversification, tax efficiency, and low-cost implementation using no-load mutual funds and ETFs across multiple model strategies.

Jana Plaisier is a financial advisor with Plaisier Financial Group LLC in Ludington, MI, holding a Series 63 designation and 39 years of industry experience. She has operated her own financial advisory firm since 2002 and is involved in related businesses including tax preparation and affiliate marketing. Additionally, she serves as a skincare consultant for Rodan and Fields on a limited basis. Plaisier Financial Group provides portfolio supervisory services, investment advice, and financial planning to individuals, retirement accounts, charitable organizations, and business entities. The firm customizes investment recommendations based on client objectives and risk tolerance, emphasizing diversification and continuous account monitoring.

Michael Custer is a CFP® with eight years of industry experience and is currently an advisor at Harborfront Financial Group. He has worked at LPL Financial since 2017 and operates Custer Insurance Agency, LLC, which provides property and casualty as well as life insurance. Harborfront Financial Group offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm uses a range of investment strategies, including fundamental and technical analysis, and implements discretionary model portfolios and third-party strategies through LPL Financial programs.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.