Stewart A Charles
Wealth Management Advisor|CFP®, ChFC®
Get to know my dedicated team
Each financial plan is created with an exceptional amount of care by our team of industry experts. We prioritize doing the right thing to become your trusted partner.
My team and I value customer service and are committed to providing an exceptional experience to all our clients.
Reach out to our team to learn more about how we can help you get started on your financial journey or assist with other needs.

Megan Fagan
Director of Operations
Megan joined Stewart’s team in 2016 as the Director of Operations. She has a background in finance where she started her career at Northern Trust as a senior portfolio accounting analyst and eventually a Trust Officer. She is responsible for onboarding new clients to implement their financial plans and servicing insurance and investment accounts for existing clients and their families. Megan currently has her FINRA Series 7 and 63 licenses and is also Life, Accident & Health, and Long-Term Care insurance licensed.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Tony Myers
CFP®, CASL®, ChFC®, RICP®, WMCP®
Estate & Business Planning Specialist
As a wealth management advisor, Tony & his team provide holistic financial planning for individuals, families, and business owners. Tony specializes in business and estate planning, while optimizing financial planning experience. He focuses in many areas including wealth management, retirement, saving for education, and employee and executive benefits. Tony has over 20 years of planning expertise.
Michael E Polan
CFP®, CLU®, ChFC®
Wealth Management Advisor
My team is devoted to simplifying our client’s financial life; providing personalized service as well as integrated and comprehensive planning. Our planning methods provide peace of mind and confidence for a more secure future. Clients trust our process because we have helped others down similar paths towards financial independence.
Mark R Guskey
CLU®
Disability Income Specialist
Our team leverages over 45 years of collective financial planning experience to help you achieve a lifetime of financial security. We actively listen, evaluate options and make strategic recommendations that are specific to you. We pride ourselves on doing the right thing and providing the right guidance, whatever your stage of life.
James A Adrian Jr
CFP®, WMCP®, CLU®, RICP®, ChFC®
Long Term Care Specialist
With over 15 years of experience at Northwestern Mutual, Jim Adrian strives to help create financial security for his clients through personalized, integrated financial planning. Jim holds 8 professional designations and specializes in asset management, retirement & Long Term Care planning, as well as closely-held business planning.