Anthony Mattar is a ChFC® and Series 66 licensed advisor with 56 years of industry experience. He is affiliated with SPC and has worked at Sigma Financial since 2011, while also maintaining Mattar Financial Corporation since 1988. Outside of his advisory roles, he serves as board chairman and manager of the Sugar Loaf Homeowners Association and owns Corporate Benefit Solutions, LLC, which offers insurance and investment products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Jaeyoung Kang is a financial advisor with Mercer Global Advisors Inc. in Canton, MI. He holds a Series 65 designation and has experience at firms including Goldman Sachs, JP Morgan Chase & Co, and Prince Perelson & Associates. Kang's career also includes roles in academia at the University of Wisconsin and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Timothy Mccormack is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SPC since 2015. In addition to his advisory role, he owns a website that provides quotes for health benefits and insurance products. 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 large network of advisers, with an emphasis on discretionary management and collaborative relationships with third-party managers.

Eric Miras is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Parkland Securities, Sigma Financial Corporation, and CIG Securities, Inc. prior to joining SPC. 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 tailored, discretionary investment advice delivered through various account programs, with custody and execution services primarily provided through Fidelity/NFS.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 1999. He also serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Gregg Huyck is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Sigma Financial Corporation. Outside of his advisory role, he is an agent for Family Life Financial Services, Inc., selling non-variable fixed annuities and traditional life and term insurance products. 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’s approach includes discretionary management with periodic monitoring and rebalancing, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.

David Toeppe is a financial advisor with SPC, holding a Series 66 credential and 17 years of industry experience. He has worked at SPC since 2009 and has held roles at Cambridge Investment Research and Edward Jones. Outside of his advisory work, he operates Lotus Financial Partners, offering financial services and tax preparation. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, retirement plans, and organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related insurance products. 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, providing both discretionary and nondiscretionary management options tailored to client needs.

George Hutchens is a financial advisor with SPC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Parkland Securities, LPL Financial, and Sigma Financial Corporation. 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 corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Derrick Winke is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at SPC since 2005 and has longstanding affiliations with Sigma Financial Corporation, Red Financial Services Inc., and his own firms dating back to the early 1980s. Outside of advisory work, Winke is involved in tax preparation and planning services through Wink Inc., serves as a volunteer crisis counselor and board member for the National Pancreas Foundation’s Michigan chapter, and acts as co-trustee and executor for family trusts and estates. 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, offering both discretionary and nondiscretionary investment arrangements tailored to client needs.

Deidra Stierle is a financial advisor with SPC, holding a Series 66 license and seven years of industry experience. Her prior work includes positions at Parkland Securities, Sigma Financial Corporation, and Edward Jones. Outside of finance, she is an associate Jazzercise instructor and engages in freelance graphic design and book layout, as well as crafting knitting and crochet projects sold at local craft shows. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Ethan Jaworski is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Edward Jones. Outside of his advisory role, he is involved in client service administration and insurance sales through Jones Retirement Advisors. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a high client-to-advisor ratio using discretionary model portfolios and a range of investment strategies.

Richard Leidal is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005 and has served with Corporate Fringe Benefits Consultants, Inc. since 1982. Leidal serves on the boards of Corporate Fringe Benefits Consultants and Michigan College Funding LLC, which provides college planning services. SPC serves a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains affiliated broker-dealer and insurance entities to offer a comprehensive service model.

Rodney Clark is a CFP® professional with 36 years of industry experience, currently serving at SPC since 2012. He is also an independently licensed insurance agent involved in the sale of fixed life, annuity, and health products through his own agency, Rod Clark Financial Services, Inc. SPC serves a diverse client base including high-net-worth 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 through a network of over 460 advisers.

Austin Tapley is a CFP® and ChFC® with three years of industry experience, currently advising clients at Hantz Financial Services, Inc. in Ann Arbor, MI. His background includes roles outside finance, notably running a snow services and landscaping business and working in education from 2013 to 2023. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses advanced technology platforms for asset management and tax optimization, combining advisory and broker-dealer functions along with mortgage and insurance product distribution.

Kaylie Shepard is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding a Series 66 credential and two years of industry experience. Her background includes roles at Affinity Wealth Solutions, Bankers Life, Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Timothy Greene is a financial advisor with SPC in Ann Arbor, MI, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Sigma Planning Corporation since 2006 and Sigma Financial Corporation since 1996. In addition to his advisory work, Greene provides legal services as an attorney and counselor and serves as Co-Trustee of the Greene Family Trust. 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 through multiple account programs.