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Corey W

Series 66

Northville, MI

Edward Jones

Corey Wacker is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is the owner of CW Wealth and serves as a high school sports official. He is also a minority owner of Great Lakes Entry Systems, a shoreline and marine products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Retirement income strategy General estate planning guidance Executive Doctor or Medical Professional
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Andrew G

Series 63, Series 66

Northville, MI

Raymond James Financial

Andrew Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Northville, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Gagne is the owner of New World Financial and is also affiliated with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, with a notable affiliation supporting municipal and public finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Steven S

Series 66

Dearborn, MI

Merrill

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Benjamin H

Series 63, Series 65

Farmington, MI

Edward Jones

Benjamin Hogg is a financial advisor with Edward Jones in Farmington, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in music as a performer, teacher, and promoter through Benny Edwards Enterprises, and he founded The Flamingo Incident, a fundraising committee that produces music concerts to raise money for cancer. Hogg also serves as a board member for the Farmington/Farmington Hills Neighborhood House and participates in several local business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network as well as affiliated services including trust and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Entertainment Industry
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Kingshook G

CFA®

Canton, MI

UsaWorld Capital LLC

Kingshook Ghosh is a CFA® charterholder with 16 years of industry experience. He is the owner and Chief Investment Officer of UsaWorld Capital LLC, where he has worked since 2009. The firm provides portfolio management and financial advisory services to individual and institutional clients. UsaWorld Capital manages approximately $5.87 million in assets and combines a solo-practitioner structure with the capacity to handle institutional portfolios, serving a small and specialized client base.

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Jeffrey S

CFP®

Livonia, MI

Saunders Financial LLC

Jeffrey Saunders is a CFP® professional with 12 years of experience in financial advising. He has operated Saunders Financial LLC since 2013 and has a law practice dating back to 1991. In addition to his advisory work, he maintains an active law practice and is a licensed insurance agent. Saunders Financial LLC serves individual investors, including trusts and estates, providing financial planning and portfolio management with a tailored approach using equities, mutual funds, ETFs, fixed income, and cash alternatives. The firm also utilizes a third-party asset manager for trade execution and offers ongoing monitoring based on client needs and market conditions.

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Daniel D

Series 63, Series 65

Taylor, MI

Dobbins Capital Management

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.

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