Laura Smith is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC 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 range of advisory programs, including tailored financial planning that utilizes firm-approved tools and scenario modeling to support client planning.

Patricia Whitney is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Variety Detroit, a charity supporting children with special needs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Kevin Zions is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has worked since 2016. Outside of his advisory role, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Van Dyke is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he was with PRUCO Securities, LLC. for one year and spent ten years as a student. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines adviser programs with sales of financial products and participation in collateralized lending programs.

Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including a prior role at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and third-party managers.

Anthony Larocca is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at National Planning Corporation and Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of Larocca Financial Services, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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 LPL Financial and Wealth Management Services, LLC from 2004 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Bradley Surman is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He began his career as a Wealth Management Banker at Bank of America from 2003 to 2009, followed by roles as a Financial Advisor at Morgan Stanley and Merrill Lynch before joining Fidelity Investments as a Financial Consultant in 2013. Throughout his career, Bradley has worked with wealthy individuals and families to develop long-term financial plans and provide education to help clients avoid common financial mistakes. His approach emphasizes planning, honesty, education, collaboration, and diligence. Outside of his professional work, Bradley enjoys attending concerts, cooking and baking, playing golf, watching movies, listening to music, and going to the theater.

Benjamin Hawker is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at several golf clubs and the University of Michigan, reflecting involvement in athletics and community settings. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes various LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jessica Gibbs is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stifel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver personalized, tax-aware recommendations.

Susan Moore Bommarito is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has worked at Raymond James since 1999 and at Roney & Co. since 1992. She holds Series 63 and Series 65 licenses. 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, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting through a variety of portfolio management styles and affiliated research.

Kenneth Fruehauf is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing multiple family business ventures related to oil and gas investments and serves on an investment committee focused on wildlife preservation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by its research and planning tools, allowing clients to choose how to implement recommendations through various brokerage and advisory programs.

Nickolas LaLonde is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to understand their personal priorities, preferences, and values, providing coaching and strategies aligned with their financial goals. Prior to joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2019 to 2022 and completed an internship in wealth management at Merrill Lynch in 2018. Throughout his career, Nickolas has focused on delivering financial planning and wealth management services tailored to individual client needs. His professional experience spans several years in the financial advisory field, where he has developed expertise in client-focused financial strategies. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

David Aycock is a financial advisor at UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dale White is a CFP®-designated financial advisor with Raymond James Financial in Troy, MI, bringing 23 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc. since 2010 and has been involved with McFawn Financial Holding Company, LLC, and McFawn Financial Services Group, LLC since 2008. Additionally, he is the owner of White CPA Group, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public-finance work.

Hayley Morgan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for six years. Morgan has also held positions at Berkshire Hathaway HS, HWWB Realtors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

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.

Brynn Hadden is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining LPL Enterprise, Brynn worked at Pruco Securities LLC and has held various roles outside finance, including positions at Amazon and Grand Valley State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage capabilities.