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Mark H
ChFC®, Series 63
Lakeway, TX
SPC
Mark Hanna is a ChFC® with 41 years of industry experience, currently affiliated with SPC and Parkland Securities. He has also operated the Hanna Insurance Agency since 1996. Hanna serves on the Executive Board as Chair of Life Happens, a nonprofit focused on increasing consumer awareness of life insurance products. SPC serves a diverse range of clients 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 notable corporate structure that integrates affiliated broker-dealers and insurance agencies.
Lucas J
Series 66
Fairmont, MN
SPC
Lucas Jagodzinske is a financial advisor at SPC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Becker Financial Group, Parkland Securities LLC, and Sigma Planning Corporation. He has also been involved with Augsburg University and Sherburn Nursery and Floral in various capacities. 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 advice through multiple account programs, with custody and execution services provided through Fidelity/NFS.
Thomas M
Series 66
Aurora, CO
SPC
Thomas Moore II is a financial advisor at SPC with 21 years of industry experience and holds a Series 66 designation. He has worked at SPC since 2011 and at Parkland Securities, LLC since 2014. Moore also serves as an independent agent appointed with various insurance companies for fixed insurance. 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 plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.
David C
Series 66
Murray, UT
SPC
David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored 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 a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.
Shane K
Series 66
Ann Arbor, MI
SPC
Shane Knechtges is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corp. and Sigma Financial Corporation since 2025. Outside of his advisory role, he is active as a real estate salesperson with Maxim Properties in Farmington Hills, MI. 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 plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.
Fred E
Series 63, Series 66
Ann Arbor, MI
SPC
Fred Elias is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Sigma Financial Corporation and Mattar Financial, where he offers financial products and services. Elias is also independently licensed as an insurance agent, providing group benefits such as health, life, disability, accident, and critical illness insurance. SPC offers 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 network of advisors and delivers tailored, discretionary advice through various account programs while maintaining affiliations with broker-dealers and insurance agencies.
Spiro V
Series 63
Ann Arbor, MI
SPC
Spiro Voutsaras is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has operated Voutsaras Financial since 1987. Outside of his advisory role, he runs G3 Strategic Advisors, offering investment, insurance, and retirement planning advice. SPC serves a diverse client base including individual and high-net-worth households, 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.
Michael B
Series 63, Series 66
Ponte Vedra, FL
SPC
Michael Bosl is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes roles at Sigma Financial Corporation, Northwestern Mutual, MassMutual, and Deutsche Bank. 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 delivering tailored, discretionary advice through various account programs and maintains strategic partnerships with broker-dealers and third-party advisers.
Lincoln G
Series 63, Series 65
Salem, SC
SPC
Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.
Michael G
CFP®, Series 63
Ann Arbor, MI
SPC
Michael Glaab is a CFP® with 31 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1994 and has been involved with Individual Financial Planning LLC since 1984. Outside of his advisory work, he is a member of the Huron Township Applefest Committee. 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 managing approximately $5.66 billion in assets.
Mark R
Series 63, Series 65
Sartell, MN
SPC
Mark Reimer is a financial advisor with SPC in Sartell, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and at Sigma Planning Corp since 2002. He serves as a board member of the Rice Area Sportsman Club in Rice, MN. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management and working with third-party investment managers in co-advisor roles.
Anastasia C
Series 63, Series 65
Ann Arbor, MI
SPC
Anastasia Cadotte is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Parkland Securities since 2014 and has been affiliated with Sigma Planning Corporation and Sigma Financial since 2008 and 2007, respectively. She has also provided support for the vote count of Teamsters officials through the Office of the Election Supervisor for the International Brotherhood of Teamsters. 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 services, employing a structure that integrates affiliated broker-dealers and insurance agencies and supports various fiduciary and non-fiduciary retirement functions.
Peggy W
Series 63, Series 66
Huntsville, TX
SPC
Peggy Winkelmann is a financial advisor at SPC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Parkland Securities LLC since 2014. Winkelmann serves as a board member of the Huntsville Education Foundation. 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, with an investment approach that includes discretionary management and collaboration with third-party managers.
Thomas D
CFP®, ChFC®, Series 63, Series 66
Newton, MA
SPC
Thomas Devol is a financial advisor at SPC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Parkland Securities since 2014 and Sigma Planning Corp since 2002. In addition to his advisory work, he operates an insurance brokerage through Devol Insurance & Financial Service, focusing on life, health, property, and casualty insurance. 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, employing a range of discretionary and nondiscretionary management strategies.
Craig S
Series 63, Series 66
Ann Arbor, MI
SPC
Craig Schembri is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Sigma Planning Corporation since 2010 and Sigma Financial Corporation since 1996. Outside of his advisory role, he is a licensed real estate agent and a partner in several real estate investment ventures focused on land and residential development in Southwest Florida. 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 plan services, offering both discretionary and nondiscretionary management options.
Martin R
Series 63
Toledo, OH
SPC
Martin Regan Jr. is a financial advisor with SPC in Toledo, OH, holding a Series 63 credential and 33 years of industry experience. His career includes roles at LPL Financial and Sigma Financial Corporation, and he has operated Regan Financial since 1988. He is also involved with Regan Financial, LLC, focusing on fixed annuities and various insurance products. 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 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and offering both discretionary and nondiscretionary management options.
Kenneth S
Series 63, Series 66
Ann Arbor, MI
SPC
Kenneth Stire Jr. is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC since 2017. Prior to that, he was associated with Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and has been president and owner of Oakland Group Services, a company focused on employee benefit sales and health insurance, since 1982. 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, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.
William G
Series 63
Fishkill, NY
SPC
William Gillett is a financial advisor at SPC with 35 years of industry experience. He previously spent 28 years at The Commonwealth Agency and Commonwealth Financial Network. In addition to his advisory role, he serves as President and CEO of The Commonwealth Agency, where he focuses on marketing and servicing fixed insurance products. 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 a range of ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.
Michael B
Series 63, Series 65, Series 66
Ann Arbor, MI
SPC
Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment services.
Antonio B
Series 63, Series 65
Allen, TX
SPC
Antonio Biedma is a financial advisor at SPC with Series 63 and Series 65 licenses. He has one year of experience in advisory roles and previously worked in insurance and mortgage industries for several years. 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 network of advisors and delivers tailored, discretionary investment advice through various account programs and partnerships.
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