Robert Mueller is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SPC since 2010 and also works with Parkland Securities, LLC. Mueller serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, with investment advice typically tailored and discretionary.

Gregory Jasick is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015 and operates Jasick and Associates, LLC, where he also sells individual and group health, disability, dental, and life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Bryan Knop is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at SPC and Parkland Securities since 2017, following eight years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship under the name 6Metre Financial, offering securities and insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Scott Olson is a financial advisor with SPC and holds a Series 66 designation. He has 19 years of industry experience and has been with SPC and Sigma Financial Corp since 2011. Olson is a member of the Veterans of Foreign Wars in Georgetown, TX, and serves as a non-sitting elder at River Rock Bible Church. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Richard Hamlin is a financial advisor with SPC who holds Series 63 and Series 65 registrations and has 36 years of industry experience. He has worked at SPC since 2015 and has been self-employed since 1988. Outside of advisory services, he is involved in insurance sales and owns RJH Consulting Services, Inc., as well as being a 50% owner of Hamlin & Clark LLC, which focuses on property and casualty insurance. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network delivering tailored and discretionary advice through various account programs and maintains strategic partnerships that influence its service model.

George Huff is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he holds various traditional appointments with other companies through Stone Mill Financial Services. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management and consulting services. The firm combines discretionary and nondiscretionary management approaches and supports complex retirement plan services, operating within a corporate structure that includes affiliated broker-dealers and insurance agencies.

Carl Morris is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Sigma Planning Corporation since 2016 and also affiliated with Parkland Securities, LLC since 2014. Outside of his advisory work, he serves as a middle school tennis coach in Kentwood, MI, and works occasionally as an election inspector in several Michigan counties. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various managed account programs and partnerships.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Karen Meacham is a financial advisor with SPC based in Victoria, Texas, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. She has worked at Sigma Financial Corporation since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Prosperity Bank. Outside of advising, she serves as an independent contractor reviewing large commercial loan documents for community banks. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Julian Martinez is a financial advisor with SPC in Miami, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Pfs Investments Inc and Primerica Financial Services. Martinez also engages in the sale of non-variable insurance products, including life insurance, disability insurance, and long-term care insurance. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management tailored to client needs.

Bill Mann is a financial advisor with SPC in Bryan, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, Mann is the owner of Mann's Investment Group, LLC, which sells life, health, and disability insurance, and he serves as Chief Administrative Officer and Director of the American Legion Riders. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

William O'neil III is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at Sigma Financial Corporation, Minnesota Life Insurance Co, and Foresters Financial Services, among others. He is also employed in bookkeeping at HSC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Nicholas Doerr is a financial advisor at SPC with three years of industry experience. He holds a Series 66 designation and previously worked at Money Concepts, Glockner Auto Sales, and Sandy Sinclair Real Estate. He is also involved in the sale of non-variable insurance products. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisors managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Steven Love is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2005 and at Parkland Securities, LLC since 2014. Outside of his advisory role, he operates Love Financial Services Inc., which provides financial, insurance, and accounting services, and he is involved in estate planning in collaboration with an attorney. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Darren Bonson is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Investment Professionals, and S&T Bank, among others. He is also independently licensed as an insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an approach that includes discretionary management and collaboration with third-party managers.

James Ronayne is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC since 2010. Prior to SPC, he worked at Sigma Financial Corporation and Clybourn Financial Services. Outside of his advisory work, Ronayne serves as an athletic director at St. Francis de Sales School. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment management options.

Richard Lubecki is a financial advisor at SPC with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC in 2018, he worked at Investment Professionals, Inc. for 12 years and has been involved with Evergreen Insurance, LLC since 2005. He serves on the Board of Directors for the Richard A. Schaeffer Memorial Fund, which supports students and post-doctoral fellows in mass spectrometry and youth scouting activities. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and offers both discretionary and nondiscretionary investment management options.

Zachary Clark is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. He has been with Sigma Planning Corporation since 2020 and Sigma Financial Corporation since 2019, while also operating Clark Financial Services since 2013. Outside of advisory roles, he is involved in the sale of non-variable insurance products through various carriers. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Seth Becker is a financial advisor with SPC in Fairmont, MN, holding a Series 63 designation and 24 years of industry experience. He has worked at Parkland Securities since 2014 and with Sigma Planning Corporation since 2007. Outside of advising, Becker owns Becker Financial Group, LLC, which sells life, health, and disability insurance, and he is involved in a cattle business that supplies beef to the Minnesota Department of Agriculture. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary management tailored to client needs.

Joseph Lucido is a CFP® with 40 years of experience in financial services. He is affiliated with SPC and has been with Sigma Financial Corporation since 1996. In addition to his advisory work, he is a shareholder and manager of Lucido's Insurance Agency, which offers a range of insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a focus on discretionary management and collaboration with third-party investment managers.