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 Hadley is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Sigma Planning Corporation, Sigma Financial Corporation, and New York Life, among others. She serves as a board member for TWIGS, a nonprofit organization based in Lansing, MI. 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 delivering tailored and discretionary investment advice through various account programs, including the SIGMA Managed Account platform.

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.

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Steven Morse is a CFP® professional with over 36 years of experience in financial planning and investment advisory. He is currently with Osaic Advisory Services, LLC, having previously worked at SIGMA Financial Corporation and operated his own firms for several decades. Outside of advisory work, he is president of Steven Morse & Company, providing tax planning and preparation services, and holds a licensed insurance agent role for life insurance and fixed annuities. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and charitable entities, offering investment management, financial planning, retirement consulting, and related services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to build and monitor client portfolios.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one enterprise structure.

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 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.