Casey Van Engen is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Randall Murphy is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at TurboTax - Intuit and Cetera Financial Specialists LLC, among others. He also operates a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing diversified investment strategies supported by LPL Research and third-party subadvisors.

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®-designated financial advisor with 38 years of industry experience, currently with LPL Financial since 2013. She holds a Series 63 license and is based in Caledonia, MI. Outside of her advisory role, she serves in a fiduciary capacity for a family estate and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management.

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.

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.

Matthew Walla is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has been with LPL Enterprise since 2026 and has prior experience in the food and beverage distribution industry, including roles at Alliance Beverage Distribution, Jet's Pizza, Little Caesars, and Buddys Pizza. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Jessica Joswick is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of 23,701 financial advisors.

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, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2024, she worked at Infinex Investments, Inc. for eight years and has been affiliated with Flagstar Bank since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Ryan Ten Have is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Hudsonville, MI. Outside of his advisory role, he is a member of RBT Investments, a real estate holding LLC. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 16 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and leadership positions at Grandville Group LLC and Machiela Consulting LLC. Outside of his advisory work, he is the owner of MachWest LLC, an entity related to hunting land management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with 19 years of industry experience, currently affiliated with Raymond James & Associates since 2017. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds the Series 66 designation and is based in Grand Rapids, MI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Katie Rozen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the CFP® designation and the Series 66 license. Rozen has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, retirement plan consulting, and combines research from Wells Fargo Investment Institute with third-party databases to support its investment process.