Eric Boddy is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years before joining SPC and Sigma Financial Corp in 2025. Boddy is also involved in the sale of non-variable life insurance products. 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 through a network of over 460 advisors managing approximately $5.66 billion in assets.

Pamela Sarney is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Sigma Financial Corporation since 1999. Outside of her advisory role, she operates Strategic Planning Concepts, Inc., a financial services business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of investment adviser representatives.

Christopher Kemp is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a trust-only bank and in-house tax and business consulting.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of services from financial planning to fiduciary retirement-plan advisory.

Paige Smola is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. She has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Peter Glaab III is a CFP® with 40 years of experience in the financial services industry, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1988 and has been involved with Individual Financial Planning Inc since 1981. He serves as president of the St. Stephen Endowment Fund, a nonprofit role in which he volunteers time without compensation. 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 network of advisors delivering customized, discretionary investment advice and offers multiple account programs with custody services through Fidelity/NFS.

Christopher Deruyver is a financial advisor with Commonwealth Financial Network in Chelsea, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Affinity Wealth Solutions since 2004. Outside of his advisory roles, he owns Deruyver Properties, LLC, which manages sub-leasing and branch office expenses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

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.

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.

Justin Bennett is a financial advisor at Commonwealth Financial Network with ten years of industry experience. He holds the Series 66 designation and is based in Ann Arbor, Michigan. Bennett has worked at Commonwealth since 2014, returning to the firm in 2026 after a brief period with Select Financial Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base including individuals and institutions. The firm offers a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, supporting advisors with both discretionary and nondiscretionary portfolio management options.

Martin Swiecki is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked for CIG Asset Management and its related entities for 16 years. Swiecki is also licensed as a non-variable insurance agent, selling fixed insurance products including life, disability, long-term care, and annuities. Stratos Wealth Partners provides advisory services to individual investors, trusts, charities, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm employs an open-architecture platform supporting both advisor-managed and model-based portfolios and emphasizes active asset allocation across multiple custodians.

Bradley Turnwald is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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 accounts and unified managed account solutions, offering a range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

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.

Malinda Choate is a financial advisor with Bankers Life Advisory Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been associated with Bankers Life and its affiliated entities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to her advisory work, she is an insurance agent with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create and manage customized portfolios aligned with clients’ goals and risk tolerances.

Jordon Lokatys is a financial advisor with Empower Advisory Group, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2024, he worked at Equitable Advisors and had six years of experience with South Lyon Pizza Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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.

Brandon Matthews is a financial advisor at Hantz Financial Services, Inc. based in Canton, MI, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Level One Bank and Albion College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered model portfolios alongside financial planning, wealth management, and other affiliated financial services.

Reuben Daniel is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Transamerica Financial Advisors since 2022 and previously at World Financial Group. In addition to his advisory role, he has an ongoing position at DXC Technology where he manages Windows systems and provides technical support. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with a range of discretionary and non-discretionary program options.

Kevin Rogan is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Commonwealth Financial Network and Legacy Wealth Partners since 2020. Outside of his advisory work, he has been involved with New Life Church of Ann Arbor since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, while allowing advisors discretion in portfolio construction.

Deanna Mouat is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with four years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Hantz Financial Services in 2021, she worked at Kaplan College, Foresight Capital Management, Baker College, and March Plating Corp. 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 accounts and offers a range of financial planning, portfolio management, and fiduciary services.