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.

Mark Eyre is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2015. Outside of his advisory role, he operates a financial services business under the name Trademark Investments. 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 network of over 460 advisers.

Aileen Ryan is a financial advisor at SPC with 19 years of industry experience. She holds a Series 66 designation and has worked at Parkland Securities and Sigma Financial Corporation during her career. 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 advisers managing approximately $5.66 billion in assets.

Morris Hall Jr. is a financial advisor at SPC with a Series 66 designation. He has 16 years of experience with Maxim Financial LLC/Kaye Financial and has been associated with SPC and Sigma Financial Corp since 2026. Outside of advising, he is involved with Maxim Properties LLC. 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, discretionary investment advice through various account programs.

Steven Brunner is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SPC since 2004. Outside of his advisory role, he serves as a trustee of his father’s trust and is a notary public in Michigan. 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, delivering discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers within a structured compliance framework.

Philip Grimm is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SPC and Sigma Financial Corporation. His prior roles include positions at Pinnacle Wealth Management, Inc. and Berthel Fisher & Co. Financial Services Inc. Grimm is also involved in the sale of fixed and fixed indexed annuities through approved FMOs. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through various account programs, emphasizing tailored and discretionary advice at the individual advisor level.

Jamey Buckner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation since 2018 and Sigma Financial Corporation since 2016. Outside of his advisory role, Buckner prepares taxes for clients during tax season through Lotus Financial Services. 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, typically providing discretionary management with options for nondiscretionary arrangements.

Randolph Pistor is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Financial Corporation, and Dickinson Wright PLLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary management with options for nondiscretionary arrangements and works with third-party managers while maintaining formal succession protocols and compliance controls.

James Park is a financial advisor at TIAA-CREF in Ann Arbor, MI, with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Northwestern Mutual Life Insurance Company and DMT USA Inc, as well as a brief period at Carrigan Cafe. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including point-in-time financial planning and ongoing discretionary portfolio management with both model and customized portfolios.

Michael Reid is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. He has worked at Hantz Financial Services since 1998 and at JRH Financial Services since 2002. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies alongside separately managed accounts and direct indexing, supported by affiliated entities including a trust bank and in-house tax and consulting services.

David Goldberg is a CFP® with over 41 years of industry experience, currently serving at SPC since 2006. He also has a long tenure at Sigma Financial Corporation that dates back to 1999. Goldberg serves as co-trustee on two family trusts and provides notary services in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party investment advisers.

Dennis Marrs is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. Marrs is also an insurance agent appointed with various 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, delivering strategies based on client suitability with discretionary and nondiscretionary management options.

Douglas Watts is a CFP®, ChFC®, and Series 66-registered advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior experience includes roles at Vintage Financial Services, Bank of America, Merrill, MML Investors Services, Mass Mutual Life Insurance Company, the Commonwealth of Pennsylvania, and Biomeme Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Scott Hayden is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corp since 2006. Hayden is the sole owner of Hayden Financial Inc., a personal business entity for tracking expenses. 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 network of over 460 advisers managing approximately $5.66 billion in assets.

Daniel Mckenna is a CFP® with 21 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2004. Based in Ann Arbor, MI, he holds Series 63 and Series 65 licenses. 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, supported by affiliated trust, tax, consulting, insurance, and mortgage businesses.

Deborah Krone is a CFP® professional with three years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Vintage Financial Services, Andrews Hooper Pavlik PLC, and Rehmann. Outside of her financial advisory work, she is a one-third owner of Elite Enterprises, LLC, an ice cream shop in Canton, Michigan, where she handles payroll and financial duties. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Brian West is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the Series 65 designation and has 10 years of industry experience. West has been with Hantz Financial Services since 2004. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm offers a range of services including financial planning, portfolio and wealth management, retirement plan consulting, and model-based ETF strategies with an emphasis on diversified, ETF-centered portfolios and tax-aware implementations.

Kelly Brown is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and bringing 10 years of industry experience. Brown has worked at SPC and Parkland Securities since 2017 and has been with Sigma Financial Corporation since 2014. Outside of advising, Brown is an independent sales consultant for Mary Kay. SPC serves a diverse client base including individuals, 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, delivering strategies tailored to client suitability with options for discretionary and nondiscretionary management.

Marcus Smith is a CFP® with 10 years of industry experience, currently advising at Empower Advisory Group. His prior experience includes roles at Advised Assets Group, LLC, Infinity Wealth Management, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm emphasizes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held positions in various sectors including insulation, food service, and education. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services such as mortgage brokerage and insurance through affiliated agencies.