Seasoned, general estate planning guidance financial advisors in Mount Pleasant, MI

Lida Hageman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch, as well as various entrepreneurial and educational roles. Outside of finance, she has worked as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Steven Campbell is a financial advisor with Ameriprise in Mt Pleasant, MI, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing and operating HSC Group LLC, a business that handles administrative expenses and staff compensation for his practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.

Pamela Fockler is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. She has four years of industry experience and has been affiliated with MEA Financial Services and Paradigm Equities, Inc. since 2021. In addition to her advisory work, she serves as a substitute teacher for Mount Pleasant Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management and tailored client recommendations.

Carrie Eritano is a financial advisor at Money Concepts Capital Corp with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Money Concepts Capital Corp since 2005. In addition to her advisory role, she serves as president of Mission Financial Services Group, a tax preparation and health insurance sales business. Money Concepts Capital Corp is an enterprise-scale firm managing approximately $4.07 billion in client assets through a network of several hundred advisors. The firm provides investment advisory, financial planning, and consulting services to a diverse clientele using model-driven and asset-allocation strategies, and operates alongside broker-dealer and insurance services.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

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.