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.

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 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 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.

Craig Blasiman is a CFP® with 13 years of experience in the financial services industry, currently serving at Hantz Financial Services, Inc. since 2013. He holds a Series 66 license and is based in Ann Arbor, Michigan. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios, incorporating an asset-allocation framework, periodic rebalancing, and use of third-party money managers and Direct Indexing.

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.

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 Schaefer is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, with three years of industry experience. Prior to joining Hantz in 2022, he worked at Flagstar Bancorp and United Wholesale Mortgage. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and offers a combination of advisory, brokerage, mortgage, and insurance services through affiliated entities.

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 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.

Phillip Hollander is a CFP® professional with three years of industry experience, currently serving at Carson Wealth in Ann Arbor, MI. His prior work includes roles at RFC Financial Planners and New Life Church - Reliant. He also holds a position as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and integrating technology relationships with Fidelity, Schwab, and Goldman Sachs.

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 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.

Nicholas Parros is a CFP® with three years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Ann Arbor, MI. His prior roles include positions at Osaic Wealth Inc, Jackson National Life Distributors, and Woodbury Financial Services Inc. Outside of financial advising, he is a professional wakesurfer who competes internationally and works with multiple sponsors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight by an internal Investment Committee.

Joseph Lucido is a CFP® with 40 years of experience in financial services. He is affiliated with SPC and has been with Sigma Financial Corporation since 1996. In addition to his advisory work, he is a shareholder and manager of Lucido's Insurance Agency, which offers a range of insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a focus on discretionary management and collaboration with third-party investment managers.

William Ryan is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006, and was a self-employed insurance sales agent for nearly two decades. He also sells non-variable insurance products through various FMOs and insurance companies. 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 corporate structure that integrates affiliated broker-dealers and insurance agencies.

Amy Frederick is a financial advisor with Carson Wealth based in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior roles include positions at Raymond James & Associates, TrueNorth 42 Wealth, and OEConnection, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and sub-advisory services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.

Kathryn Revels is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she is involved in a family-owned LLC that manages rental property. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Eric Swalla is a financial advisor at SPC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2012. Outside of his advisory role, he is involved in the sale of water testing equipment through a separate business. SPC serves a diverse clientele 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 both discretionary and nondiscretionary investment strategies.

William Creson is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management using model or customized portfolios and serves as adviser to a donor-advised fund.