Timothy Laurain is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with SPC since 2014 and also maintains a longstanding role at E.W. Smith Agency, Inc. Outside of his advisory work, Laurain serves as a volunteer firefighter and EMT. SPC serves a diverse client base including 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 plan services, delivering strategies tailored to client suitability through discretionary and nondiscretionary arrangements.

Katherine Lobe is a CFP® and Series 66-licensed advisor with SPC, where she has worked since 2014. She has 17 years of industry experience, including time at Sigma Financial Corporation. She also operates Lobe Financial Services, LLC. 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 strategies based on client suitability through discretionary and nondiscretionary arrangements.

Kerri Dane is a financial advisor with SPC in Aubrey, TX, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. She has worked at Parkland Securities since 2014 and with SPC since 2011. Outside of her advisory role, she operates as an independent agent for fixed 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 both discretionary and nondiscretionary investment management tailored to client needs.

Patrick Howell is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life, and MassMutual. Outside of finance, he co-owns Dynamic Cycling Adventures, a business focused on mountain bike clinics and coaching. 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 supports a large network of advisors and delivers tailored, discretionary advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty 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, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.

Eric Salvio is a financial advisor with SPC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of advising, he operates EBS Tax Services as an enrolled agent preparing individual and corporate tax returns and is an independent insurance agent for life, health, and annuities. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Jonathan Rudolfs is a financial advisor at SPC with the ChFC® designation and Series 66 license, and has six years of industry experience. He has been with SPC since 2020 and has worked at Parkland Securities since 2015. In addition to his advisory role, he is involved with Hanna Insurance and Financial Solutions, assisting clients with employer-sponsored SERPs, insurance, and financial product options. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice primarily through managed account programs and partnerships with third-party advisers.

Timothy Schriber is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. In addition to his advisory role, he is an independently licensed insurance agent selling life, health, disability, long-term care insurance, and annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement services, delivering mostly discretionary management with options for nondiscretionary and direct-at-fund arrangements.

Christopher Mc Nally is an advisor at SPC with a Series 66 designation and three years of industry experience. He has previously worked at Gilliland Lee Financial Group, Inc. and KeyBank, and has a background that includes roles outside finance such as with the Southern Ohio Copperheads and Golf Galaxy. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a large network of advisers.

Justin Mccolaugh is a financial advisor with SPC, holding a Series 66 designation and 22 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he also sells life insurance and long-term care insurance as an independent agent. 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 tailored to client needs.

Robert Markley is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 37 years of industry experience. He has been affiliated with SIGMA Financial Corporation since 1995 and has a long career dating back to 1967, including work with Fidelity Union Life and his own practice. Outside of advisory services, he is involved in the sale of various insurance products, including health, long-term care, annuities, and life insurance. 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 tailored to client needs.

David Elrod is a financial advisor with SPC in Toledo, Ohio, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006. Outside of advising, he is the author of a children's book on money habits and supports his children’s business ventures, teaching them mechanical and business skills. He is also co-owner of a company that manufactures and sells lip balm products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, providing portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm offers discretionary and nondiscretionary investment management and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside its advisory services.

Biju Suseelan is a financial advisor with SPC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He worked at LPL Financial, LLC for 23 years before joining Sigma Planning Corporation and Sigma Financial Corporation. His related activities include managing Olympia Wealth Management, a business name under LPL Financial. 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 supports a large advisory network and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other program offerings.

Timothy Pearson is a financial advisor with SPC in Ogden, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SPC since 2002 and has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he owns Wasatch Financial & Insurance Group, Inc., which involves the sale of life, long-term care, group health insurance, and fixed index annuities. 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 through a network of over 460 advisers, delivering strategies that include discretionary and nondiscretionary management options.

Wendy Masen is a financial advisor at SPC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2006. In addition to her advisory role, she sells various insurance products through multiple insurance companies. 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 management options.

Rakesh Bharti is a CFP® professional at SPC with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. He also serves as a manager for Ellington Farms Association. 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 a range of account programs with tailored, discretionary investment advice delivered at the advisor level.

Walter Shoczolek Jr. is a financial advisor at SPC with Series 63 and Series 65 licenses and 19 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Investment Services, and he has been involved with Pierce Guyon & Shoczolek since 1986. Outside of advising, he is active in accounting and tax preparation through several partnerships in Wildwood Crest, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors and institutional clients. The firm supports a large advisory network delivering tailored, discretionary advice through various managed account programs and partnerships with third-party advisers.

Jessica Pelletier is a financial advisor at SPC with a Series 66 designation and one year of industry experience. Her work history includes positions at Parkland Securities, Sigma Planning Corporation, Eagle Strategies LLC, and New York Life Insurance Co. Outside of finance, she was involved with the Dish 'n Dat family eatery for several years. 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 through programs such as SIGMA Managed Accounts.