Daniel Ferwerda is a financial advisor with SPC in Ann Arbor, Michigan, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at SPC since 2018 and previously spent six years with Jhfn Sii. Outside of his advisory role, he serves as secretary for the Ada/Cascade East Rotary. 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 a range of ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and maintains formal succession and compliance protocols.

Valerie Johnson is a CFP® with 19 years of industry experience, currently serving at SPC in Ann Arbor, MI. She has worked at Parkland Securities since 2016 and has been with SPC and Sigma Financial Corporation since 2015. Outside of her advisory roles, she is a financial planning instructor at Oakland University, teaching within the CFP education curriculum online. 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, delivering both discretionary and nondiscretionary management tailored to client needs.

Christopher Wohlfert 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, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies complemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Evan Dubay is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Neptune Holdings, Target, Fresh Thyme, and Eastern Michigan University. 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 emphasizes diversified, ETF-centered model portfolios with a focus on asset allocation and periodic rebalancing, while also offering financial planning, retirement plan consulting, mortgage brokerage, and insurance services through affiliated agencies.

Michael Martin is a financial advisor at MAI Capital Management, LLC with eight years of industry experience and holds a Series 66 credential. His prior experience includes roles at Foreside Fund Services, LLC; Cetera; Wealth Strategies Financial Group; and Securian Financial Services Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of portfolio strategies and combines financial planning with trust and insurance administration services.

Robbie Donnelly is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Sigma Planning Corporation since 2020 and Bila Financial since 2017. Outside of advising, he is licensed for Medicare insurance sales through BCBS-MI and Priority Health and serves as the personal representative and executor of his brother’s estate. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored, typically discretionary investment advice through a large advisory network and supports multiple account programs, including the SIGMA Managed Account and the Axis Platform.

Sean Kassab is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Altitude CRE, Oakland University, Oakland Community College, SpringHill Marriott, and Super S Wine Store. Hantz Financial Services, Inc. is an enterprise investment adviser and broker‑dealer serving individual, corporate, and retirement plan clients through a multi-advisor platform managing approximately $10 billion in assets. The firm specializes in diversified, ETF-centered model portfolios, financial planning, wealth management, and offers a range of affiliated financial services including mortgage brokerage and insurance.

Ryan Oldenburg is a financial advisor with SPC and holds a Series 66 designation. He has five years of industry experience and has worked at SPC since 2021. Prior to SPC, he was associated with Sigma Financial Corporation beginning in 2020. He also operates The Oldenburg Company, Inc., offering financial services, and is involved in the sale of non-variable insurance products. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management tailored to client needs.

Adam Peak is a CFP® professional with 19 years of experience in the financial services industry. He is currently with SPC and Sigma Financial Corporation, having previously worked at Foguth Wealth Management. Adam also operates Five Pines Financial, LLC, offering financial services and non-variable insurance products through approved carriers. 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 delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies.

David Davis II is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with SPC and previously worked at infinex Investments, Inc. and Flagstar Bank. Outside of advising, Davis officiates adult and minor hockey games and serves as Growth and Tournament Director for the Jackson Area Hockey Association. SPC serves a diverse clientele including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily via discretionary management with options for nondiscretionary and direct-at-fund approaches.

Nicholas Stroia is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Sigma Financial Corporation since 1998. Outside of his advisory role, he is a member of the Knights of Columbus, Southgate Rotary Club, and Entrepreneurs Organization, and serves as successor trustee of his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm delivers tailored investment strategies with options for discretionary and nondiscretionary management and maintains affiliations with broker-dealers and insurance agencies to provide a broad range of retirement services.

Andrew Kilbarger is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Parkland Securities since 2014 and Sigma Financial Corp since 1998. Kilbarger is also involved in the sale of life insurance products, including annuities, on a limited basis outside market hours. 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, utilizing discretionary and nondiscretionary strategies tailored to client needs.

Mark Kraushaar is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO and owner of Bell Title Company, a title and escrow services firm he has operated since 1993. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages 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.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Jose Yanez is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Financial Corporation since 2009. Yanez serves on the board of the Mason Public School Foundation, which raises funds for student programs and classroom equipment. SPC serves a diverse client base including individuals, 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, delivering strategies based on client suitability with discretionary and nondiscretionary management options.

Theodore Drabing is a financial advisor at SPC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining SPC, he worked at Financial Services of America and Sapphire Blue Investment Partners. Outside of his advisory role, he also works as a server at a restaurant in Brighton, Michigan. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a large network of advisors managing approximately $5.66 billion in assets.

Heather Ott is a financial advisor with Oppenheimer & Co. Inc. in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a varied work history including roles at DoorDash and Eastern Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets across individual, corporate, and retirement plan clients. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and tax-aware strategies, operating a multi-advisor platform supported by a range of affiliated financial services.

Molly Shope is a financial advisor at SPC with 17 years of industry experience. She holds a Series 63 designation and has worked at Sigma Planning Corporation since 2009 and Sigma Financial Corporation since 2008. In addition to her advisory role, she sells various types of insurance through her business, Shope & Associates. 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, with an emphasis on discretionary management and collaboration with third-party managers.

Grant Praschan is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at SPC since 2019 and has also been associated with Parkland Securities and Sigma Financial Corporation. In addition to his advisory role, he provides technical support at Colony Street Capital in Saline, MI. 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 through various account programs.