Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. 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, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Ramona Rechtin is a financial advisor with SPC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is also an independent insurance agent selling life and health products and is a Notary Public in Florence, KY. 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 services, providing both discretionary and nondiscretionary management options.

Robert Mueller is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SPC since 2010 and also works with Parkland Securities, LLC. Mueller serves on the board of Give Where You Live Northern Kentucky, a charitable organization supporting local 501(c)(3) nonprofits. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, with investment advice typically tailored and discretionary.