Lauren Wenzel Okwara is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. Outside of finance, she has experience with Shift Digital and has an academic background from the University of Notre Dame. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Sheryl Hale is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment products and strategies.

Victoria Yates is a financial advisor with Equitable Advisors in Troy, MI. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, she worked at Daniel Snow Tax Company and has been involved with Saylor's Front Street Pizzeria since 2022. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party sponsors.

Arthur Onyx is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with LPL Financial since 2009 and has operated Arthur F. Onyx Accounting, specializing in tax preparation and bookkeeping, since 1980. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Mokma is a financial advisor with Ameriprise in Belmont, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes over two decades with Huntington National Bank and Huntington Investment Company prior to joining Ameriprise in 2026. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Joseph Banaszewski is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he serves as an assistant baseball coach at Grosse Pointe North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Patrick Fleming is a financial advisor at Ameriprise in Sterling Heights, MI, holding Series 63, 65, and 66 licenses with 14 years of industry experience. His prior roles include positions at United Shore, Cco Investment Services, and Charter One Bank. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Palma Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Regal Investment Advisors, Lincoln Investment, and Merrill. He serves as treasurer for the Troy Foundation of Educational Excellence. Cambridge Investment Research Advisors serves a broad client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Nathan Kniesteadt is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with youth hockey organizations and local business ventures. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Beth Connolly is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held positions at Morgan Stanley since 2019 and previously worked at Neuberger Berman LLC from 2013 to 2017. She holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

David Valent Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Troy, MI, with two years of industry experience. Prior to his current role, he has worked in various positions including as a mechanic assistant at Pontiac Lake Service and roles in automotive and construction-related businesses. Equitable Advisors serves individuals across a range of wealth levels as well as institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, focusing on personalized client assessment and matching clients with appropriate investment solutions.

Isaac Van Dyke is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He previously worked at PRUCO Securities, LLC and was a student for ten years prior to beginning his advisory career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jennifer Herman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016. Prior to that, she was with Wealth Management Services, LLC and LPL Financial from 2010 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee data.

Antonio Kavouriou is a Series 66 licensed financial advisor with four years of industry experience. He currently works at OSAIC and 30,000 FT Wealth Management and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Advisors, and other firms. Prior to his financial career, he worked in hospitality and event management. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Benjamin Hawker is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His background includes various roles related to golf course management and operations as well as a four-year period at the University of Michigan. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Ethan Smith is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with no prior industry experience. Before joining Equitable Advisors, he worked in various roles including at Commonwealth Financial Group and Denso Manufacturing. Outside of finance, he operates Smessco Power Washing LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party managers.

Kenneth Fruehauf is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Merrill. Outside of his advisory role, he is involved in managing several family business ventures, including oil and gas investments and operating a family office. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning specialties and combines advisory services with other financial products through a large network of advisors.

Dale White is a CFP® professional with 23 years of experience, currently serving at Raymond James Financial in Troy, MI. His career includes roles at McFawn Financial Holding Company, LLC, where he is involved in client base management, and he owns White CPA Group, PLLC, an accounting practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools to align investment strategies with client goals.

Angela Vohs is Vice President and Branch Leader, leading a team of financial professionals with a commitment to fostering relationships and coaching advisors. She prioritizes client satisfaction and aims to ensure that each client interaction is meaningful and impactful. Angela believes that exceptional customer service and employee care are fundamental to a thriving workplace and strives to create an environment where both clients and team members feel valued and empowered. Before her current role, Angela served as Branch Manager at Etrade from 2018 to 2023. Her experience includes managing branch operations and leading teams to deliver financial services effectively. Outside of her professional responsibilities, Angela enjoys boating, gardening, golf, singing, skiing, and tennis.