Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Matthew Rubis is a financial advisor at SPC with 14 years of industry experience. He holds a Series 66 designation and has worked at SPC since 2012. His prior experience includes roles at Parkland Securities, Strategic Financial Partners, and operating Rubis Financial Services. SPC serves a broad mix of individual clients, charitable organizations, corporations, and employer-sponsored 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, providing both discretionary and nondiscretionary management options.

Clark Silverstein is a financial advisor with SPC in Cedar Knolls, NJ, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at firms including The Investment Center Inc and Ic Advisory Services Inc. In addition to his advisory role, he is engaged in independent life insurance sales, reviewing client policies and assisting with life, disability, and long-term care insurance applications. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary advice through a large advisory network and offers various managed account programs and partnerships with third-party advisors.

Darlene Bonson is a CFP®, ChFC®, and Series 63 registered advisor with 31 years of industry experience. She is currently with SPC and previously worked for Leigh Baldwin & Co., LLC for 15 years. Outside of her advisory role, she operates Darren Bonson & Associates, LLC, a financial planning business. 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 through a network of over 460 advisors.

Kyle Sutton is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Outside of his advisory work, he serves as the governor of Sandy Lake Trucking, LLC, a company providing trucking services for agricultural products. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary investment advice through a large advisory network and maintains affiliations with broker-dealers and insurance agencies while operating independently from other registered investment advisers.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan 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 plan services through a network of over 460 investment adviser representatives.

Carl Canga is a CFP® professional with 18 years of industry experience, currently serving with SPC and Sigma Financial. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, he is involved with Prime Wealth Strategies and sells non-variable 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 offers portfolio management, financial planning, and ERISA-related retirement plan services with a service model that includes discretionary management and collaboration with third-party managers.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. 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, delivering both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Michael Robertson is a CFP® with 29 years of industry experience, currently affiliated with SPC and Sigma Financial Corporation since 2003. He serves as treasurer and board member of My Vision for Refugees, a nonprofit organization based in Woodstock, GA. Additionally, he is involved with Robertson Financial Group, offering accounting, tax, and planning services, as well as Robertson Financial Services, Inc. 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 with a range of discretionary and nondiscretionary options.

Vivian Villers is a CFP® with 41 years of industry experience, currently serving at SPC since 1998. She also has a long tenure with Sigma Financial Corporation dating back to 1991. Outside of her advisory work, Villers is a paid public speaker on special needs planning for families and is involved with SAGE Planning, which offers various 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Ryan Collette is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has been with Parkland Securities since 2014. In addition to his advisory role, he is president and sole shareholder of Collette Financial Planning and operates Collette Financial Group, offering financial services. He is also an independent insurance agent handling fixed insurance products. 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 advisors managing approximately $5.66 billion in assets.

Brian Callaghan is a financial advisor with SPC based in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation and five years with Sigma Financial Corporation and Sigma Planning Corporation. Outside of his advisory role, he is also licensed as an insurance agent offering various insurance and annuity products. 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 delivers tailored, discretionary investment advice, primarily through managed account programs and partnerships with third-party providers.

Kaley Morgan is a financial advisor at SPC with four years of industry experience and holds a Series 66 designation. She has worked at SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal employees and provides holistic retirement and financial services, including life insurance and fixed products. SPC delivers 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 operates a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through various account programs.

James Argentine is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2014. He also operates as an independent insurance agent specializing in life, accident, and health insurance, and runs a sole proprietorship under the name Prospective Financial. 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 managing approximately $5.66 billion in assets.

Kent Waugh is a financial advisor with SPC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with SPC since 2005 and Parkland Securities since 2014. In addition to his advisory role, he serves as a trustee for a family trust and operates a financial services practice under the DBA Accenden Wealth LLC. SPC manages assets for a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering mostly discretionary investment strategies with ongoing monitoring and rebalancing.

Shannon Stoeffler is a financial advisor with SPC, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. Prior to joining SPC and Parkland Securities in 2026, Stoeffler worked at Ameriprise Financial Services from 2024 to 2026 and Parkland Securities from 2014 to 2024. 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 corporations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic affiliations.

Fred Surganty is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab for eight years. Surganty operates his financial services practice under the name Capitol Peak Financial, LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through multiple program platforms.

Roger Ramirez is a financial advisor with SPC in Avon Lake, Ohio, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, Ramirez serves as a mentor coordinator for a local networking group, participates on the fundraising committee for St. Edward High School athletic teams, and is a Republican Party precinct committee member in Lorain County, Ohio. 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 plan services, providing both discretionary and nondiscretionary management options.

Jody Stolicker is a CFP® professional with 17 years of industry experience, currently advising at SPC since 2020. Prior to that, Stolicker worked at Sigma Financial Corporation and Retirement Income Solutions, Inc. She is also involved in the sale of non-variable insurance products, including fixed annuities, through approved FMOs of Sigma Financial Corp. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice, with custody and execution services primarily through Fidelity/NFS.

Edward Tawney is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2010. Outside of his financial services practice, he is involved in a family business that sells t-shirts and craft items online. 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 primarily through the SIGMA Managed Account program and other account platforms.