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Kenneth B
CFP®, Series 63, Series 65
Ann Arbor, MI
SPC
Kenneth Burek is a CFP® with 32 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 2008 and operates a financial services practice under the name Burek Financial Services. In addition to advisory work, he sells various lines of insurance and fixed indexed annuities through multiple carriers. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored 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 plan services, with a corporate structure that includes affiliated broker-dealers and insurance agencies.
Nicholas F
Series 66
Ann Arbor, MI
SPC
Nicholas Field is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities, SPC, and Sigma Financial Corporation since 2015. Outside of his advisory role, he provides contract location consulting and walkthroughs for a family-owned facilities maintenance business. SPC offers 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 primarily through the SIGMA Managed Account and other account programs.
Amanda H
Series 63, Series 65
Ann Arbor, MI
SPC
Amanda Hadley is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Sigma Planning Corporation, Sigma Financial Corporation, NYLIFE Securities LLC, and New York Life Insurance Co., among other firms. She serves as a board member for TWIGS, a nonprofit organization in Lansing, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.
William S
Series 66
Ann Arbor, MI
SPC
William Sininger is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with SPC and Sigma Financial Company, having previously worked at LPL Financial, Parkland Securities, and Sigma Financial Corporation. Outside of his advisory roles, he is involved in the sale of non-variable life and health insurance products. 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 plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.
Kyle B
Series 66
Ann Arbor, MI
SPC
Kyle Brunner is a financial advisor at SPC with five years of industry experience. He holds a Series 66 designation and has worked at Brunner & Van Gorder Financial and Sigma Financial Corporation. Outside of advisory work, he provides administrative support for the office of Steve Brunner. 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.
Gregory G
Series 63, Series 65
Ann Arbor, MI
SPC
Gregory Genter is a financial advisor at SPC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC and Sigma Financial Corporation since 2010. Outside of his advisory role, he serves on the board of the Southern Wayne County Chamber, participates in the Allen Park Downtown Development Authority committee, and is a board member of Children with Hair Loss, a nonprofit organization. SPC serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.
Cameron E
Series 65
Brighton, MI
Foundations Investment Advisors LLC
Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.
Nathan B
Series 63, Series 65
Brighton, MI
FIFTH THIRD SECURITIES, Inc.
Nathan Beaudrie is a financial advisor at FIFTH THIRD SECURITIES, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Bank and Advantage One Credit Union prior to his current role. FIFTH THIRD SECURITIES serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs and investment strategies, including mutual funds, ETFs, SMAs, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.
Adam F
Series 66
Brighton, MI
Foundations Investment Advisors LLC
Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.
Daniel M
CFP®, Series 63, Series 66
Ann Arbor, MI
SPC
Daniel Maciver is a CFP® with 10 years of industry experience and is currently affiliated with SPC in Ann Arbor, MI. He has previously worked with Financial & Portfolio Advisors Ltd. and has longstanding ties to Sigma Financial Corporation and Financial Investment Planners, Ltd. Outside of his advisory role, he serves as Treasurer and Board Member for both the Clarenceville Athletic Boosters Club and the Clarenceville Education Foundation, Inc. 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 offers tailored, discretionary advice delivered at the individual advisor level.
Gregory J
Series 63, Series 65
Ann Arbor, MI
SPC
Gregory Jasick is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2015 and operates Jasick and Associates, LLC, where he also sells individual and group health, disability, dental, and life 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.
Bryan K
Series 66
Ann Arbor, MI
SPC
Bryan Knop is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at SPC and Parkland Securities since 2017, following eight years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he operates a sole proprietorship under the name 6Metre Financial, offering securities and insurance products. SPC serves a diverse range of clients including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.
Vincent B
CFP®, ChFC®, Series 63
Ann Arbor, MI
Hantz financial Services, Inc.
Vincent Buzolits is a CFP® and ChFC® financial advisor with 37 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 1999. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, 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, supplemented by third-party money managers and unified managed accounts, and integrates advisory services with brokerage, mortgage, and insurance products.
Brittney B
Series 63, Series 66
Brighton, MI
Planmember Securities Corporation
Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI. She holds Series 63 and Series 66 licenses and has three years of industry experience. Broich also conducts educational workshops on public school employee state pension plans through the Michigan Association of Retired School Personnel-Retirement Planning Services. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education, support, and personalized retirement planning services.
Richard H
Series 63, Series 65
Ann Arbor, MI
SPC
Richard Hamlin is a financial advisor with SPC who holds Series 63 and Series 65 registrations and has 36 years of industry experience. He has worked at SPC since 2015 and has been self-employed since 1988. Outside of advisory services, he is involved in insurance sales and owns RJH Consulting Services, Inc., as well as being a 50% owner of Hamlin & Clark LLC, which focuses on property and casualty 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 corporations. The firm supports a large advisory network delivering tailored and discretionary advice through various account programs and maintains strategic partnerships that influence its service model.
Joseph S
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Joseph Schaefer is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Flagstar Bancorp and United Wholesale Mortgage. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services in its operations.
William O
Series 63, Series 66
Ann Arbor, MI
SPC
William O'neil III is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at Sigma Financial Corporation, Minnesota Life Insurance Co, and Foresters Financial Services, among others. He is also employed in bookkeeping at HSC. 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 offers tailored, discretionary investment advice through various account programs.
Scott S
Series 63, Series 65
Ann Arbor, MI
Hantz financial Services, Inc.
Scott Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2008. Hantz Financial Services serves a diverse range of clients including 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 multiple risk levels, supplemented by third-party money managers and direct indexing strategies.
Zachary C
Series 66
Ann Arbor, MI
SPC
Zachary Clark is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. He has been with Sigma Planning Corporation since 2020 and Sigma Financial Corporation since 2019, while also operating Clark Financial Services since 2013. Outside of advisory roles, he is involved in the sale of non-variable insurance products through various carriers. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.
Nana Y
Series 66
Ann Arbor, MI
Hantz financial Services, Inc.
Nana Yawson is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience, all with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.
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