Richard Lax is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1999. Outside of his advisory role, he serves as a non-paid administrator at Ward Presbyterian Church in Northville, Michigan. 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 through a large network of advisors and employs both discretionary and nondiscretionary management strategies.

Christian Cicchella is a CFP®-certified financial advisor with 29 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2004. In addition to his advisory role, he is involved in selling fixed life, health, disability, and fixed annuities, as well as property and casualty insurance marketed through The McNish Group. 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, delivering both discretionary and nondiscretionary management tailored to client needs.

Gary Jarvis Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Sigma Planning Corporation since 2003 and has been involved with Security First Benefits Corporation since 1999, where he is also an insurance agent specializing in health and life insurance products. SPC serves a diverse client base including individuals, high-net-worth households, 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 investment adviser representatives.

Kimberly Jones is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with SPC, Parkland Securities, and Sigma Financial Corporation since 2013. Jones serves as a board member of the Arabian Horse Association of Michigan, where she assists in growing membership and promoting the annual spring horse show. 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 provides discretionary and nondiscretionary investment management and works with third-party managers, maintaining formal succession protocols and compliance controls.

Brandon Rydell is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Financial Corporation since 1997 and with Parkland Securities since 2014. He serves as a board member for the Give and DELIVER SPS Family Charitable Foundation, a nonprofit organization supporting fundraising activities linked to his associated 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 delivers tailored investment advice primarily through the SIGMA Managed Account program and other account offerings.

Stephen Nichols is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with G3 Advisors and Lyman & Sheets Insurance Agency. Nichols is also involved in an outside insurance business, selling and servicing group life, health, LTC, and DI insurance through various carriers. 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 advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and associated programs.

Robert Hoger is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at SPC since 2012 and maintains ongoing roles at Sigma Financial Corporation, Marketforce, and Robert A. Hoger Independent Insurance Agency. Outside his advisory work, he owns R.A. Hoger and Associates, LLC, which provides insurance services and financial planning support for families with college-bound students, and he teaches long-term care insurance sales concepts to internal sales representatives at Aegis Financial. 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 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary management strategies and coordinating with third-party managers and custodial platforms.

Tyler Jones is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Endependence Financial. Outside of his advisory role, he facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and operates a platform serving a large number of clients with standardized investment solutions.

Timothy Rosiak is a CFP® with 38 years of industry experience, currently serving at SPC since 2002. He also has a longstanding affiliation with SIGMA Financial Corporation dating back to 1994. Outside of his advisory roles, he is involved with The Fortune Financial Group, which sells health, life, disability, and group dental insurance products. 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 through a large network of investment adviser representatives.

Eric Wiedyk is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked at Sigma Financial Corporation since 1997. Wiedyk serves on the board of education at St. Stephen Lutheran School. 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 advice through various account programs and strategic partnerships.

Mitchell Brunner is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® and Series 66 designations and bringing six years of industry experience. His prior roles include positions at Sigma Financial Corporation and administrative work within a state senate office. Outside of advising, he sells term life insurance products as an individual agent. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including both non‑HNW and high-net-worth individuals, employer-sponsored plans, charities, and corporate clients. The firm delivers tailored, discretionary advice primarily through an extensive network of investment advisor representatives and offers multiple account programs alongside ERISA retirement services.

Matthew Eichorn is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as the Secretary of the Adrian Diamond Club, a nonprofit supporting Adrian Lookouts Baseball, and is an assistant coach for the Adrian Varsity Football team. 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 offers tailored, discretionary investment advice delivered at the advisor level through various account programs.

Cammy Domine is a CFP® professional with 33 years of industry experience, currently affiliated with SPC. She has worked at Sigma Financial Corporation since 2003 and joined Sigma Planning Corp. in 2024. Cammy is a part owner of Administration Specialist, Inc., a third-party administrator specializing in 401(k) pension plan services. 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 advice through multiple account programs.

Drake Chwalibog is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 2014. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and various advisory and brokerage services, combining multiple financial product offerings within an enterprise structure.

Bryan Merillat is a financial advisor with GWN Securities Inc. in Chelsea, MI, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, Merillat is a member of the Chelsea Rotary, participating in community service projects. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches.

Daniel Luther is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with automated features such as tax-loss harvesting.

Donald Terns is a CFP® professional with 44 years of industry experience, currently serving at SPC since 2003. He has also been associated with Sigma Financial Corporation since 1999. Outside of his advisory role, he serves as a director on the FIB Water Board, overseeing operations, rate setting, and financial oversight for the local water authority. 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 a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Amber Bowman is a financial advisor at SPC with 14 years of industry experience. She holds a Series 66 designation and has worked at Modern Woodmen of America and MWA Financial Services Inc. prior to joining SPC, Parkland Securities, and Sigma Financial Corporation. 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 strategies.

Brandon Grammatico is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Parkland Securities since 2014 and has been self-employed since 2010, operating Saratoga Wealth Management in Grand Rapids, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Kurt Berger is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, Sigma Planning Corporation since 2009, and Sigma Financial Corporation since 2006. Outside of his advisory work, he buys and sells collectibles on online auction websites. 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, delivering discretionary and nondiscretionary management tailored to client needs.