William Elger is a financial advisor with SPC, holding a Series 66 credential and 19 years of industry experience. His prior affiliations include Arbor Point Advisors, Securities America, Equity Services, and National Life Group. He is also licensed as an insurance agent, conducting insurance sales through various companies. 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 corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice delivered at the advisor level through multiple account programs.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Ching Po Wang is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Sigma Planning Corporation and Parkland Securities LLC since 2018 and was previously with Axa Advisors, LLC from 2013 to 2018. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies, offering life, health, long-term care, disability insurance, and annuities. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and supports a range of fiduciary and non-fiduciary retirement services.

Joseph Mole is a financial advisor with SPC in Lansing, MI, holding a Series 66 designation and eight years of industry experience. He has worked with SPC since 2018 and is also a consultant at Thredpartners, providing strategic planning and leadership development services to nonprofit organizations. Mole serves on the boards of several nonprofits focused on job training, arts education, and economic development. 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, delivering both discretionary and nondiscretionary management options.

David Zachrich is a CFP® professional with 40 years of industry experience, currently serving at SPC in Warsaw, IN. He has been with SPC since 2006 and also works with Parkland Securities, LLC. Zachrich serves on the board of directors for Fort Wayne Sport Club Youth Soccer Inc. and is involved in selling fixed life insurance products through Financial Concepts. SPC serves a diverse client base including high-net-worth 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 strategies tailored to client needs.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Robert Best is a financial advisor with SPC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Sigma Financial Corporation since 1999. Outside of advising, he is a licensed insurance agent offering life, disability, and long-term care insurance products through Summit Reserve Group. 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, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Leigh Guido is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015. He is also an independently licensed insurance agent appointed with various insurance companies. 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 advice through multiple account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Nathan Bila is a financial advisor with SPC based in Ann Arbor, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Sigma Financial Corporation and Northwestern Mutual. Outside of his advisory work, he participates in a seasonal role helping supervise children at a ski school. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Robert Katchinoski is a financial advisor at SPC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 10 years. He is also an independently licensed insurance agent appointed with various 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 an investment approach that includes discretionary management, periodic monitoring, and collaboration with third-party managers.

Bud Nicol is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been associated with SPC since 2012 and has a longstanding career that includes roles at Sigma Financial Corporation and Retirement Lifestyle Planning Inc. Nicol is also involved in the sale of various insurance products, including fixed annuities and life insurance, through his business Retirement & Lifestyle Planning LLC. SPC serves a diverse client base that includes 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, with a structure that integrates affiliated broker-dealers and insurance agencies to offer a broad range of fiduciary and non-fiduciary retirement services.

Harvey Nuttall is a financial advisor with SPC in Grand Rapids, MI, holding the ChFC® and Series 63 designations and bringing 22 years of industry experience. His career includes roles at NY Life, NYLIFE Securities Inc., and Eagle Strategies prior to joining SPC and Sigma Financial Corporation in 2018. He serves on the Ada Township Zoning Board of Appeals and is a founding board member of the DeutscheMarques Auto Group, which organizes an annual car show at the Gilmore Car Museum. 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 corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice through various account programs, with custodial services provided by Fidelity/NFS.

John Kashinsky is a CFP® with 51 years of industry experience, currently serving at SPC. His career includes long-term roles at Sigma Planning Corporation, Sigma Financial Corporation, Action Financial Planning Inc., Federal Kemper, INA/CIGNA, and Jackson National. He holds volunteer and leadership positions outside of his advisory work, including serving as a Reserve Macomb County Sheriff Marine Safety Officer and as President of the Board of Trustees of the Masonic Temple Association of Detroit. 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, utilizing discretionary and nondiscretionary strategies tailored to client suitability.

Joseph Lezotte is a CFP® with 20 years of industry experience, currently serving at SPC since 2007. He has been associated with Sigma Financial Corporation since 2005. Outside of his advisory role, he is a board member of GPA Gift of Hearing, a nonprofit organization providing hearing aids to those in need. 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 services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

David Stevens is a financial advisor at SPC with 40 years of industry experience. He holds the CFP® designation and has worked at firms including The Planners Network and National Planning Corp. Stevens also owns a CPA firm where he prepares tax returns and bookkeeping for a small number of clients. 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 operates a large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Zachary Waugh is a financial advisor with SPC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Parkland Securities, Sigma Planning Corporation, and Agora Wealth Management throughout his career. Waugh is a managing member of Agora Wealth Management LLC, which he uses as the name for his financial practice, and he is involved as a sole owner or managing member in several non-investment business ventures. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account and Axis Platform.

Andrew Grimston is a financial advisor with SPC, holding a Series 66 designation and 13 years of industry experience. He has been with SPC since 2013 and also works with Sigma Financial Corporation. Outside of his advisory roles, he provides financial services and sells various insurance products, including fixed index annuities, through Harvest Partners Financial. 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, delivering strategies through discretionary and nondiscretionary arrangements.

Grant Hedley is a financial advisor with SPC in Ann Arbor, MI, holding Series 65 and Series 66 designations and bringing 17 years of industry experience. He has been associated with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory work, he has been involved with Right Brain Brewery since 2012. 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 operates a large advisory network and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other program offerings.

Zidane Johnville is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior work includes roles at Zurich North America and Northwestern Mutual. 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.

Douglas Vanderstelt is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates an independent fixed insurance business and sells life and health insurance products. 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 discretionary management with periodic monitoring, rebalancing, and model-portfolio options.