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.

Samantha LaLonde is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their unique goals and assist with strategic planning and complex service items. She began her career at Fidelity Investments as a Financial Representative in 2022, progressed to the role of Relationship Manager in 2023, and advanced to her current position in 2025. Her professional experience at Fidelity Investments encompasses working closely with clients to develop tailored financial strategies and managing client relationships. Outside of her professional role, Samantha is interested in family activities, fitness, food, and pets.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been affiliated with Cambridge entities since 2004. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, utilizing both proprietary model strategies and access to third-party managers across various custody platforms.

Marco Mejia is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Affirm and General Motors. Mejia is currently affiliated with several entities within Raymond James Financial and also maintains a connection with R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals and supports a range of advisory programs and institutional consulting services.

Matthew Liston is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic since 2018. He has prior experience with Cambridge Investment Research, Gleba & Associates, and Edward Jones Investments. He is also engaged in the sale of fixed annuities through a Michigan-based limited liability company. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and third-party money managers across multiple investment platforms.

James Macbeth IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at PNC Investments from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management services.

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.

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.

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.

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.

Ruben Ramirez is a financial advisor at MSP Investment Advisors, LLC with the PFS™ designation and two years of industry experience. He is also a partner at Mellen, Smith & Pivoz PLC, a public accounting firm. MSP Investment Advisors operates as a solicitor, referring primarily individual clients and certain entities to independent, SEC-registered investment advisers. The firm does not provide portfolio management or custody of assets and is notable for its affiliation with a public accounting practice.

Jeffry Campeau is a Series 65-credentialed financial advisor with nine years of experience at MSP Investment Advisors, LLC. He is also a partner at Mellen, Smith & Pivoz, PLC, a CPA firm where he has worked full-time since 1989. MSP Investment Advisors operates as a solicitor, referring individual clients and various entities to independent, SEC-registered investment advisers without providing portfolio management or investment discretion. The firm is notable for its affiliation with a public accounting practice and its referral-based compensation structure.