Robbie Donnelly is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Sigma Planning Corporation since 2020 and Bila Financial since 2017. Outside of advising, he is licensed for Medicare insurance sales through BCBS-MI and Priority Health and serves as the personal representative and executor of his brother’s estate. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored, typically discretionary investment advice through a large advisory network and supports multiple account programs, including the SIGMA Managed Account and the Axis Platform.

Ryan Oldenburg is a financial advisor with SPC and holds a Series 66 designation. He has five years of industry experience and has worked at SPC since 2021. Prior to SPC, he was associated with Sigma Financial Corporation beginning in 2020. He also operates The Oldenburg Company, Inc., offering financial services, and is involved in the sale of non-variable insurance products. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management tailored to client needs.

Adam Peak is a CFP® professional with 19 years of experience in the financial services industry. He is currently with SPC and Sigma Financial Corporation, having previously worked at Foguth Wealth Management. Adam also operates Five Pines Financial, LLC, offering financial services and non-variable insurance products through approved carriers. 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 delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies.

Donald Fairman is a financial advisor with SPC based in Saugatuck, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sigma Financial Corporation since 2004. Fairman serves as president of the homeowners association for Douglas Harbor View Lofts in Douglas, MI. 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 and offers a range of account programs, delivering tailored and discretionary investment advice primarily through Fidelity custody arrangements.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

David Davis II is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with SPC and previously worked at infinex Investments, Inc. and Flagstar Bank. Outside of advising, Davis officiates adult and minor hockey games and serves as Growth and Tournament Director for the Jackson Area Hockey Association. SPC serves a diverse clientele including individual investors, 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, delivering strategies primarily via discretionary management with options for nondiscretionary and direct-at-fund approaches.

Curtis Neises is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with Parkland Securities, LLC since 2014 and owns Miner Insurance & Financial Services, Inc., a property casualty and life insurance agency he has operated since 1990. Outside of his advisory work, Neises serves as a clerk for Green Valley Township, holds board secretary roles for Howard Industries Corporation and the Howard Development Corporation, and is a member of the church council for St. Agatha Parish. SPC serves a diverse clientele 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 and approximately $5.66 billion in assets under management.

Nicholas Stroia is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Sigma Financial Corporation since 1998. Outside of his advisory role, he is a member of the Knights of Columbus, Southgate Rotary Club, and Entrepreneurs Organization, and serves as successor trustee of his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm delivers tailored investment strategies with options for discretionary and nondiscretionary management and maintains affiliations with broker-dealers and insurance agencies to provide a broad range of retirement services.

Andrew Kilbarger is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Parkland Securities since 2014 and Sigma Financial Corp since 1998. Kilbarger is also involved in the sale of life insurance products, including annuities, on a limited basis outside market hours. 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, utilizing discretionary and nondiscretionary strategies tailored to client needs.

Rebecca Arnold is a financial advisor with SPC in San Angelo, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at SA Stone Wealth Management, Dominion Investor Services, and Walston Investment Management. Outside of her advisory work, she is a 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 through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Mark Kraushaar is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO and owner of Bell Title Company, a title and escrow services firm he has operated since 1993. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

Philip Prasad is a financial advisor with SPC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. He also maintains various insurance appointments through multiple 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 advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Jose Yanez is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Financial Corporation since 2009. Yanez serves on the board of the Mason Public School Foundation, which raises funds for student programs and classroom equipment. SPC serves a diverse client base including individuals, 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 strategies based on client suitability with discretionary and nondiscretionary management options.

Theodore Drabing is a financial advisor at SPC with Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Parkland Securities, LLC and Financial Services of America. Outside of financial advising, he works as a server at a restaurant in Brighton, Michigan. 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.

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Molly Shope is a financial advisor with SPC in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She has worked with Sigma Planning Corporation since 2009 and Sigma Financial Corporation since 2008. Outside of her advisory role, she is involved with Shope & Associates, where she sells various types of insurance through multiple companies. 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 large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Jordan Prestwich is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan collaborates with clients to develop strategic roadmaps aimed at helping them achieve their financial goals. Jordan's career at Fidelity Investments began in 2022 as a Customer Relationship Advocate. Over time, Jordan progressed through several roles, including Financial Representative in 2023 and Relationship Manager in 2024, gaining experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Grant Praschan is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at SPC since 2019 and has also been associated with Parkland Securities and Sigma Financial Corporation. In addition to his advisory role, he provides technical support at Colony Street Capital in Saline, MI. 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 advisory network and delivers tailored, discretionary investment advice through various account programs.

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored 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 plan services, offering both discretionary and nondiscretionary investment strategies.