Myranda Fabian is a CFP® and holds a Series 65 license with 15 years of industry experience. She has worked at Plante Moran Financial Advisors, LLC since 2010 and currently serves as an advisor at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis along with proprietary equity valuation models, managing both discretionary and non-discretionary assets, and operates within the broader Plante Moran enterprise to offer integrated financial services.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Michelle Richmond is a financial advisor at SPC with 17 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Sigma Financial Corporation, as well as managing Richmond Financial since 2007. Richmond is also an independently licensed insurance agent appointed with various insurance companies. 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 plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Walter Powrozek is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, he is president and co-owner of River Oaks Wealth Advisors, LLC, and serves as acting director and vice president of the River Oaks Association homeowners 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 network of advisors and delivers tailored, discretionary advice through various account programs.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and offering both discretionary and non-discretionary mandates.

William Tolstyka Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation since 2008 and with Sigma Financial Corporation since 1995. Outside of his advisory role, he is involved with Breckenridge Financial Services, focusing on the sale of fixed and indexed annuities, as well as health and term life insurance through various providers. 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 network of advisors and delivers services through multiple account programs with a tailored, discretionary investment approach.

Stephen Glaab is a CFP® with 15 years of industry experience, currently advising at SPC since 2011. He has also been associated with Sigma Financial Corporation since 2010. Outside of his advisory roles, he serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. 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 advisers.

Ronald Eppler is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 30 years of industry experience. He joined &PARTNERS in 2024 after eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Matthew Mcdonald is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sigma Financial Corp since 1999. Outside of his advisory role, he serves as a board member of the Walled Lake Downtown Development Authority and assists in a family business related to used vehicle sales and freight logistics. 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 services through a large network of advisors and employs a range of discretionary and nondiscretionary management approaches.

Gary Richmond Sr. is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Sigma Financial. Outside of his advisory role, he serves as president of Gloria Dei Lutheran Church in Grand Blanc, Michigan. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary management options.

Timothy Parros is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 33 years of industry experience. He previously worked at Woodbury Financial Services and OSAIC. Outside of his advisory role, Parros is president of Parros Financial Group, which provides traditional insurance products, and he also conducts financial planning workshops as a community educator. Additionally, he owns Parros College Planning LLC, assisting families in college selection. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-based approach blending passive and active management, supported by an internal Investment Committee and a wide range of implementation services.

Eli Eddy is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Parros Financial Group LLC and Woodbury Financial Services Inc. Eddy also serves as a notary, providing document notarization services to clients at no charge. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach integrating passive and active management supported by quantitative, momentum, and fundamental analysis.

Daniel Stevens is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds the ChFC® designation and Series 66 license, with 15 years of industry experience. Stevens has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed and unified managed accounts, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and insurance businesses.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of financial planning, portfolio management, and ancillary services.

Christopher Ozdarski is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sigma Financial Corporation since 2009. Additionally, he operates a CPA practice providing tax preparation and accounting services and serves as an accountant for a light manufacturing business. 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 services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a broad range of financial solutions.

Gary Pohl is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Planning Corporation since 2010. He also maintains involvement with Pohl and Associates, which offers various insurance 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 delivers tailored and discretionary advice through a large network of advisors and offers multiple account programs, including the SIGMA Managed Account and the Axis Platform wrap offering.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group since 2014 and has also worked with LPL Financial since 2001. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Kevin Murphy is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has previously worked at LPL Financial and currently co-owns Legacy Wealth Partners, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including investment management, retirement plan consulting, and technology solutions. The firm offers advisors discretion in portfolio construction alongside managed model portfolios through its Investment Management and Research team.

Guy Cococcetta is a CFP® professional with 22 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2009. In addition to his financial advisory role, he practices general dentistry with Wellpath in Mount Clemens, MI. SPC manages approximately $5.66 billion in assets and serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, utilizing both discretionary and nondiscretionary management strategies.