Belinda Duran is a financial advisor at SPC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkland Securities, Western International Securities, and Financial West Group. 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, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary investment management options.

William Meacham is a financial advisor with SPC in Victoria, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Investment Professionals, Inc. for 12 years and has been with SPC and Sigma Financial since 2020. Outside of his advisory role, he is involved in the sale of non-variable insurance products, including life and long-term care insurance. 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, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Todd Werling is a financial advisor at SPC with Series 63 and Series 65 licenses. He has been advising clients since 1999 through Werling Financial Group and joined Sigma Planning Corporation in 2026. He is based in Fort Wayne, Indiana. 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 supports a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice delivered at the individual advisor level.

Craig Kennedy is a financial advisor with SPC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with SPC since 2006 and is also associated with Sigma Financial Corporation and Asset Allocation Associates, Inc., both since 2004. Kennedy serves on the board of directors for the Tom & Betty Leininger Foundation and is involved in annual tax return preparation for clients through Asset Allocation Associates. 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, employing both discretionary and nondiscretionary management strategies.

Timothy Mccormack is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SPC since 2015. In addition to his advisory role, he owns a website that provides quotes for health benefits and insurance products. 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 large network of advisers, with an emphasis on discretionary management and collaborative relationships with third-party managers.

Eric Miras is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities, Sigma Financial Corporation, and CIG Securities, Inc. prior to joining SPC. 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 supports a large advisory network and offers tailored, discretionary investment advice delivered through various account programs, with custody and execution services primarily provided through Fidelity/NFS.

Kent Spotts is a CFP® professional with 33 years of experience in the financial services industry. He has worked at SPC and Parkland Securities, LLC since 2016 and previously spent seven years at Ameriprise Financial Services, Inc. In addition to his advisory role, he teaches skiing to beginners at Brandywine Resort in Sagamore Hills, OH. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives 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 tailored to client suitability.

Brad Thompson is a financial advisor with SPC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2012. Outside of advisory work, he serves as executor and trustee for his deceased mother’s estate and trust. 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 investment advice through various account programs and strategic partnerships.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

Barclay Emery II is a financial advisor at SPC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he is a 33% partner in Emery Insurance Group, a call center focused on final expense life insurance and Medicare telesales, and is involved in the sale of non-variable insurance products through Emery Financial Group. SPC serves a broad 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, with a service model that includes discretionary management, co-advisor arrangements, and integrated non-fiduciary retirement services.

Gregg Huyck is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Sigma Financial Corporation. Outside of his advisory role, he is an agent for Family Life Financial Services, Inc., selling non-variable fixed annuities and traditional life and term insurance products. 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’s approach includes discretionary management with periodic monitoring and rebalancing, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.

David Toeppe is a financial advisor with SPC, holding a Series 66 credential and 17 years of industry experience. He has worked at SPC since 2009 and has held roles at Cambridge Investment Research and Edward Jones. Outside of his advisory work, he operates Lotus Financial Partners, offering financial services and tax preparation. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, retirement plans, and organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Daniel Zebrowski is a financial advisor at SPC with 28 years of industry experience. He holds the PFS™ designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Sigma Financial Corporation, Investment Advisors Corp., and Broker Dealer Financial Services Corp. Zebrowski is also a certified public accountant and is involved in several related business activities, including ownership and leadership positions in accounting and financial planning firms. 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 multiple account programs, with custody and execution services provided primarily via Fidelity/NFS.

Jon Fletcher is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at SPC since 2017 and also operates Prime Wealth Strategies, LLC, a financial services firm based in Austin, TX. Fletcher is involved with the West Austin Chamber of Commerce and is a managing member of Prime Wealth Properties, LLC, which owns the office condo housing his practice. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, supporting a broad range of fiduciary and non-fiduciary retirement services.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

James White is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at LPL Financial, Oppenheimer, Wells Fargo, Merrill, and operating his own firm, JW Wealth Management, where he is also an author. 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 delivers tailored, discretionary investment advice through various account programs, while maintaining strategic partnerships with broker-dealers and third-party advisers.

Joe Basham Jr. is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC and Parkland Securities since 2014, with a brief tenure at Royal Alliance in 2017. Outside of his advisory work, he owns Basham Financial Group and holds appointments to sell life, health, annuities, disability, and long-term care insurance products. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client suitability.

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related 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, providing both discretionary and nondiscretionary management options tailored to client needs.