Robert Wolchuk is a financial advisor with SPC in Chicago, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Sigma Financial Corporation since 2011. In addition to his advisory work, Wolchuk provides tax preparation, accounting, and bookkeeping services through his CPA practice. SPC serves individual clients, charitable organizations, corporations, and retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary and nondiscretionary management approaches and supports co-advisor relationships with third-party managers while maintaining formal compliance and succession protocols.

William Ryan is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006, and was a self-employed insurance sales agent for nearly two decades. He also sells non-variable insurance products through various FMOs and insurance companies. 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 offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Rolf White is a financial advisor at SPC with 23 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2010 and Parkland Securities, LLC since 2014. Outside of his advisory role, he coaches soccer for the Lakeville Soccer Club and serves as a board member for Prince of Peace Church in Burnsville, MN. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing discretionary and nondiscretionary strategies tailored to client needs.

Charles Beech Jr. is a financial advisor at SPC with 24 years of industry experience. He holds the Series 66 designation and has been with SPC and Sigma Financial Corporation since 2006, following a year at Morgan Stanley DW Inc. His primary location is Chattanooga, TN. 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 delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Thomas Taylor is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Sigma Financial Corporation since 1992. Taylor is also the owner of The Taylor Agency of Southern MI Inc., where he is involved in the sale of fixed insurance and tax preparation services. He serves as chairman of the church council for St. Stephen Lutheran Church. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a large network of advisors, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

Eric Swalla is a financial advisor at SPC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2012. Outside of his advisory role, he is involved in the sale of water testing equipment through a separate business. SPC serves a diverse clientele including individuals, charitable organizations, corporations, and retirement plans, 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 investment strategies.

Wilfred Cortez Jr. is a financial advisor at SPC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with SPC since 2002, alongside prior roles at Parkland Securities and his own firm, Will Cortez. Outside of advisory work, he is involved with Will Cortez Insurance Agency, Inc., which sells life, health, cancer, and Medicare supplement insurance products. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and both discretionary and nondiscretionary management options.

Samuel Stroud is a CFP® professional with eight years of industry experience, currently serving at SPC. His prior roles include positions at Infinity Financial Services and operating Stroud Financial Services since 2013. Outside of advising, he coaches and manages the Penn State Behrend Hockey Club, overseeing scheduling, budgeting, and administrative responsibilities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, offering both discretionary and nondiscretionary strategies tailored to client needs.

William Masten is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at SPC since 2017. Masten also serves as Chairman and President of Penn Bancshares, Inc., and is a member of the Pennsville Sewerage Authority. 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 network of advisors with tailored, discretionary investment advice delivered through various account platforms.

Scott Keller is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with SPC and has worked at Parkland Securities since 2014. 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 services with a focus on discretionary management and collaborative third-party arrangements.

Terri Hembree is a financial advisor with SPC in Boise, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with SPC since 2014 and also has roles at Sigma Financial Corporation and previously at IDAHOME Loans Corp. Outside of advising, she operates a mobile notary business and is involved with IRMAA Solutions LLC, which sells healthcare cost software. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Robert Wood is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at SPC since 2017 and previously held positions at Parkland Securities, Next Financial Group, and Mutual Service Corporation. Outside of his advisory role, Wood operates as a registered tax return preparer during tax season. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, 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, maintaining close affiliations with broker-dealers and insurance agencies.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers 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 broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

Jackie Hils is a financial advisor at SPC with one year of industry experience. She holds a Series 66 designation and has worked at Sigma Planning Corporation and Parkland Securities LLC since 2023. In addition to her advisory role, she is a licensed insurance agent selling health, life, and ancillary insurance products through BFS Independent Insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Mark Chingren is a ChFC® credentialed advisor with 39 years of experience, currently affiliated with SPC. He has worked at Parkland Securities since 2014 and has longstanding roles with Transamerica Life Companies and Chingren Agency dating back to 1983. Outside of his advisory work, he is president and sole owner of Chingren Agency, Inc. and Chingren Financial Advisors, Inc., both insurance businesses, and manages his parents' farm on a limited basis. 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 services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Jason Lee is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at Parkland Securities, LLC since 2014 and Gilliland Lee Financial Group, Inc. since 2008. Outside of his advisory roles, he sells fixed annuities, life, health, and long-term care insurance, and serves as co-trustee of a family trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary retirement services.

Jennifer Vargas is a financial advisor at SPC with 27 years of industry experience. She holds the ChFC® and Series 63 designations. Jennifer is also the owner of Q4 Insurance & Financial Services, Inc., where she has been involved for over two decades, and she provides notary public services in California. 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 offers portfolio management, financial planning, and retirement plan services through a network of over 460 advisers, employing strategies that include discretionary management with regular monitoring and rebalancing.

Robert Wayne is a financial advisor at SPC with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corp. since 1998 and Sigma Financial Corporation since 1995. Outside of his advisory work, he serves as a commissioner for the Lake Forest Cemetery Commission. 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 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that emphasizes client suitability and offers both discretionary and nondiscretionary options.

Carrie Cole is a CFP®-designated financial advisor with 39 years of industry experience, currently serving at SPC since 2012. She also owns Smart Divorce Planning, LLC, where she provides advisory services related to asset division and retirement plans in divorce cases. Additionally, she operates Easy QDRO, LLC, focusing on Qualified Domestic Relations Orders and pension valuations. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Anne Hagan is a CFP® professional with 30 years of industry experience, currently serving at SPC since 2009. She holds Series 63 and Series 65 licenses and is based in Naples, FL. Outside of her advisory role, she participates in the Toastmasters Speakers Bureau in Naples and is a published author of a financial workbook available through BLURB.com. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, with a service model that includes both discretionary and nondiscretionary management options.