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 CWM, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her previous roles include positions at Raymond James & Associates, TrueNorth 42 Wealth, and The Leaders Group Inc. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and a variety of customization tools, with a particular focus on retirement plans and institutional services.

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.

Thomas Taylor is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Sigma Financial Corporation since 1992. Taylor is also the owner of The Taylor Agency of Southern MI Inc., where he is involved in the sale of fixed insurance and tax preparation services. He serves as chairman of the church council for St. Stephen Lutheran Church. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a large network of advisors, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

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.

Scott Keller is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with SPC and has worked at Parkland Securities since 2014. 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 services with a focus on discretionary management and collaborative third-party arrangements.

Matthew Bowden is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently a financial professional at Two Bird Wealth Strategies and a wealth advisor with CWM, LLC dba Carson Partners. Bowden previously worked at RFC Financial Planners and Ash Brokerage Corp among other firms. He serves as a board member for the Logan Elementary PTSO, where he helps plan and organize community events. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Michael Addor is a CFP® and ChFC® with 35 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated banking, consulting, and insurance businesses.

Carrie Cole is a CFP®-designated financial advisor with 39 years of industry experience, currently serving at SPC since 2012. She also owns Smart Divorce Planning, LLC, where she provides advisory services related to asset division and retirement plans in divorce cases. Additionally, she operates Easy QDRO, LLC, focusing on Qualified Domestic Relations Orders and pension valuations. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Shane Knechtges is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corp. and Sigma Financial Corporation since 2025. Outside of his advisory role, he is active as a real estate salesperson with Maxim Properties in Farmington Hills, MI. SPC serves a diverse client base 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.

Fred Elias is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Sigma Financial Corporation since 2013 and at Mattar Financial since 2012. Outside of advisory services, he is independently licensed with various insurance companies and offers group insurance benefits through Corporate Benefit Solutions. 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 advisory network and delivers tailored, discretionary advice primarily through managed account programs in partnership with Fidelity.

Spiro Voutsaras is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has operated Voutsaras Financial since 1987. Outside of his advisory role, he runs G3 Strategic Advisors, offering investment, insurance, and retirement planning advice. SPC serves a diverse client base including individual and high-net-worth households, 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.

Micah White is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining TIAA-CREF in 2023, he held various roles with firms including Vanguard Advisers, Inc., and worked in delivery services for companies such as Uber and DoorDash. Outside of his advisory work, he has experience delivering food via Uber Eats. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with TIAA-administered employer retirement relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated investment structure.

Jennifer Jensen is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include long tenures at Sigma Financial Corporation and Parkland Securities. Outside of her advisory work, she owns Jen Bacarella Photography as a personal hobby and serves on the board of a local non-profit supporting Saline High School’s track team. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Michael Glaab is a CFP® with 31 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1994 and has been involved with Individual Financial Planning LLC since 1984. Outside of his advisory work, he is a member of the Huron Township Applefest Committee. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Anastasia Cadotte is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Parkland Securities since 2014 and has been affiliated with Sigma Planning Corporation and Sigma Financial since 2008 and 2007, respectively. She has also provided support for the vote count of Teamsters officials through the Office of the Election Supervisor for the International Brotherhood of Teamsters. 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 services, employing a structure that integrates affiliated broker-dealers and insurance agencies and supports various fiduciary and non-fiduciary retirement functions.

Craig Schembri is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Sigma Planning Corporation since 2010 and Sigma Financial Corporation since 1996. Outside of his advisory role, he is a licensed real estate agent and a partner in several real estate investment ventures focused on land and residential development in Southwest Florida. 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 management options.