Daniel Dillard is a financial advisor at Morgan Stanley in Grand Rapids, MI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association, Morgan Stanley, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques and includes a range of retail and institutional investment services.

Courtney Wesley is a financial advisor at Morgan Stanley with one year of experience in the industry and holds a Series 66 designation. Prior to joining Morgan Stanley in 2026, Wesley worked at LPL Financial for four years and has held positions in various service and retail roles. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Kimberly Bolker is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2023. She previously worked at Sigma Planning Corporation and Sigma Financial Corp for over 15 years combined. Additionally, she is involved in insurance sales as a licensed agent for life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a variety of advisory strategies.

Casey Van Engen is a financial advisor at Edward Jones in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, Casey worked at Ayer's Basement Systems and Sikkema Equipment. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Gary Werkman is a financial advisor with Robert W. Baird & Co. Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, he is a part-owner of Port Sutton Marina LLC, a community-owned entity formed to manage a local marina that affects his residential property. The DDK Group at Robert W. Baird, where Gary works, serves individuals, corporate clients, pensions, and charitable organizations through a variety of wealth management and advisory services. The firm utilizes manager-traded and model-traded SMA strategies, overlay management, tax-management techniques, and ongoing manager monitoring supported by internal research and advanced tools.

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.

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.

Julie Anderson is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 designations and with 32 years of industry experience. She previously worked at Infinex Investments, Inc., Cetera, and Flagstar Bank, where she continues to have an affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives utilizing customized strategies and research tools.

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.