Noah Stewart is a Financial Advisor at Merrill Lynch Wealth Management. He holds a Bachelor's Degree from the University of Michigan System and a Master of Business Administration (MBA) from Eastern Washington University. The biography does not include additional information on his specific experience areas, credentials beyond his degrees, personal interests, or community involvement.

Randall Murphy is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Financial Specialists LLC, Integrity Wealth Management, and TurboTax at Intuit. He also operates a tax preparation and accounting service under his own business name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Bradley Kaminski is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding the CFP® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, having worked at Raymond James since 2017 and Oppenheimer & Co since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management options.

Zachary Tyler is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. He previously worked with Allstate Insurance and Northwestern Mutual before joining Edward Jones. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Blodgett is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2013. Prior to that, she worked at Invest Financial Corporation for six years. She is also a commissioned notary and acts in a fiduciary capacity for a private estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its large network of advisors with a variety of investment strategies and operational tools.

Garrett Schwan is a financial advisor with Mass Mutual Investors Services in Wyoming, Michigan, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at MML Investors Services, LLC and MassMutual since 2019, as well as prior experience with John Hancock Advisers, LLC, John Hancock Funds, and John Hancock from 2016 to 2019. MML 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 offers a range of services including asset management, wrap and money-manager programs, and educational seminars, with financial planning structured as ongoing, collaborative relationships using firm-approved analytical tools.

Tammy Black is a financial advisor with Ameriprise in Lowell, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at The Huntington Investment Company and The Huntington National Bank from 1998 to 2026. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Dane Sexton is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and with 24 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a silent partner in a craft microbrewery and owns a charter business for salmon fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and market research.

Adam Pendleton is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Cove is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes roles at Cetera and Chemical Bank. Outside of his advisory work, he coordinates the robotics program for Thornapple Kellogg Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Robert Clements is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Louisville, Kentucky. He joined Merrill after serving nearly 22 years as a Marine Corps Officer, bringing experience from operating in dynamically complex environments to his role in wealth management. Robert designs and tailors financial strategies utilizing Merrill's resources along with banking solutions through Bank of America. His expertise encompasses education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and prioritized client goals. He focuses on helping busy professionals and families who face demanding schedules and competing interests, as well as those less inclined to manage wealth themselves. Robert holds a bachelor's degree from The Citadel and a Personal Investment Advisor (PIA) designation. He serves on the Trinity High School Alumni Board and is affiliated with St. Albert the Great Catholic School. Outside of his professional activities, Robert enjoys golf, running, reading, and spending time with his wife and two daughters.

Rachel Laug is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding a Series 66 designation and having 24 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a hair salon business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and investment modeling.

Gregory Samuels is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Sagepoint Financial Inc. He is based in Wyoming, Michigan. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing various program structures and investment strategies.

Brian Machiela is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Grandville Group LLC, Machiela Consulting LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is the owner of MachWest LLC, a home-based hunting land business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Colby Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he was involved with Manna Development Group, LLC for 17 years. Fidelity’s Strategic Advisers LLC, where Green is based, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including AI and large language models, to create model portfolios that are delivered to intermediary platforms.

Tyler Staples is a CFP® professional at Raymond James & Associates with 19 years of industry experience. He has worked at Raymond James since 2017 and was previously with Wells Fargo Clearing for one year. 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, institutional clients, and charitable organizations, offering financial planning and consulting services that focus on tailored, non-discretionary strategies supported by firm research and a range of portfolio management styles.

Katie Rozen is a CFP® professional with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Her prior roles include positions at TIAA-CREF, LPL Financial, PNC Wealth Management, and Edward Jones. She is based in Grand Rapids, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven investment strategies and offers a broad range of brokerage and advisory solutions supported by extensive resources and analytics.

Benjamin Balbach is a financial advisor with Morgan Stanley in Grand Rapids, MI, holding Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools, serving a broad range of retail and institutional investors.

Jim Jarvis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been working in the financial advisory field since 2010, with prior experience as a Financial Advisor at Morgan Stanley from 2010 to 2012 and at Fifth Third Securities from 2012 to 2013. Jim's approach centers on listening and collaborating with clients to build effective financial plans tailored to their goals. His business beliefs and values focus on supporting clients in working toward their financial objectives.

Lisa Cargill is a financial advisor with LPL Financial in Grand Rapids, MI, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 20 years. Outside of advisory work, she is involved with Pull Barn Enterprises, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.