William Tolstyka Jr. is a financial advisor with SPC, holding Series 65 and Series 63 licenses and has 32 years of industry experience. He has been with Sigma Planning Corporation since 2008 and has worked at Sigma Financial Corporation since 1995. In addition to his advisory role, he is involved with Breckenridge Financial Services, which sells fixed and indexed annuities as well as health and term life insurance. 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 offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and related programs.

Stephen Glaab is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including work at SPC since 2011 and Sigma Financial Corporation since 2010. He serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. 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 a variety of account programs, delivering tailored, discretionary advice through its independent advisory representatives.

Ronald Eppler is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Telemus Investment Management. He is based in Ann Arbor, MI. &Partners serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative approaches, managing accounts through both in-house advisors and third-party managers.

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 in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Wealth Enhancement Group in 2026, he worked at OSAIC and Woodbury Financial Services INC. Outside of advising, he provides notary services to clients at no charge. Wealth Enhancement Advisory Services manages over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that integrates passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Daniel Stevens is a ChFC® and holds a Series 66 license with 15 years of industry experience. He has been with Hantz Financial Services, Inc. since 2010. Hantz Financial Services, Inc. serves a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at PNC Investments LLC and Aaron Babycz Painting. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management using ETF-based model portfolios, supplemented by third-party money managers and advanced tools such as Direct Indexing and automated tax-loss harvesting.

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 in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2001. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach combining technology platforms and multiple investment strategies, often utilizing third-party managers and model portfolios.

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.

Stephen Mattar is a ChFC® with 32 years of industry experience, currently serving with SPC since 2011. He is also president and owner of Mattar Financial Corporation and has been involved with Financial Guardian Group LLC and Kensington Community Church for over two decades. Mattar serves on the board of The Furniture Bank of Michigan, a nonprofit organization assisting individuals in need of furniture. SPC serves a diverse client base including high-net-worth 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 advisors.

Drake Reid is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has one year of industry experience and has worked at several firms including LPL Financial LLC and Carrera Capital Advisors. Outside of his advisory role, he is involved as a financial services professional at THG Financial Strategies, focusing on insurance solutions including individual life insurance, annuities, and long-term care. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement diversified investment strategies.

Ryan Waddell is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. His background also includes roles at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services.

Alexis Wilkinson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Mercer, Alexis worked at Chemical Bank and Myler & Szczypka, as well as gaining experience in self-employment and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory and focuses on diversified, risk-appropriate portfolios using a range of investment vehicles and specialized programs.

Jessica Burmeister is a financial advisor with TIAA-CREF in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a partial owner of a local brewery. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio management and customized portfolio options under a fiduciary standard.

Joseph Warsecke is a CFP® professional with 19 years of experience in financial advising, currently with SPC since 2010. He holds Series 63 and Series 66 licenses and has been associated with Sigma Financial Corporation concurrently. Outside of his advisory role, he is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse clientele including individual and high-net-worth households, 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 advisers managing approximately $5.66 billion in assets.

Daniel Ferwerda is a financial advisor with SPC in Ann Arbor, Michigan, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at SPC since 2018 and previously spent six years with Jhfn Sii. Outside of his advisory role, he serves as secretary for the Ada/Cascade East Rotary. 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 a range of ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and maintains formal succession and compliance protocols.