Top wealth management 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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 Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large 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 municipal advisory services.