James Roumell is a financial advisor with Capital Analysts in Brooklyn, MI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes nine years at Legend Equities Corporation followed by nine years at Lincoln Investment. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management using a combination of in-house model portfolios, third-party managers, and advisor-managed strategies.

Michelle Richmond is a financial advisor at SPC with 17 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Sigma Financial Corporation, as well as managing Richmond Financial since 2007. Richmond is also an independently licensed insurance agent appointed with various insurance companies. 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 and manages approximately $5.66 billion in assets.

Walter Powrozek is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, he is president and co-owner of River Oaks Wealth Advisors, LLC, and serves as acting director and vice president of the River Oaks Association homeowners association. 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 network of advisors and delivers tailored, discretionary advice through various account programs.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and offering both discretionary and non-discretionary mandates.

William Tolstyka Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation since 2008 and with Sigma Financial Corporation since 1995. Outside of his advisory role, he is involved with Breckenridge Financial Services, focusing on the sale of fixed and indexed annuities, as well as health and term life insurance through various providers. 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 network of advisors and delivers services through multiple account programs with a tailored, discretionary investment approach.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. 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 alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Stephen Glaab is a CFP® with 15 years of industry experience, currently advising at SPC since 2011. He has also been associated with Sigma Financial Corporation since 2010. Outside of his advisory roles, he serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. 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 network of over 460 advisers.

Matthew Mcdonald is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sigma Financial Corp since 1999. Outside of his advisory role, he serves as a board member of the Walled Lake Downtown Development Authority and assists in a family business related to used vehicle sales and freight logistics. 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 services through a large network of advisors and employs a range of discretionary and nondiscretionary management approaches.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Gary Richmond Sr. is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Sigma Financial. Outside of his advisory role, he serves as president of Gloria Dei Lutheran Church in Grand Blanc, Michigan. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary management options.

Christopher Ozdarski is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sigma Financial Corporation since 2009. Additionally, he operates a CPA practice providing tax preparation and accounting services and serves as an accountant for a light manufacturing business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a broad range of financial solutions.

Gary Pohl is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Planning Corporation since 2010. He also maintains involvement with Pohl and Associates, which offers various insurance products. 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 corporate clients. The firm delivers tailored and discretionary advice through a large network of advisors and offers multiple account programs, including the SIGMA Managed Account and the Axis Platform wrap offering.

Kevin Murphy is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has previously worked at LPL Financial and currently co-owns Legacy Wealth Partners, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including investment management, retirement plan consulting, and technology solutions. The firm offers advisors discretion in portfolio construction alongside managed model portfolios through its Investment Management and Research team.

Guy Cococcetta is a CFP® professional with 22 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2009. In addition to his financial advisory role, he practices general dentistry with Wellpath in Mount Clemens, MI. SPC manages approximately $5.66 billion in assets and serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, utilizing both discretionary and nondiscretionary management strategies.

Stephen Mattar is a ChFC® with 32 years of industry experience, currently serving with SPC since 2011. He is also president and owner of Mattar Financial Corporation and has been involved with Financial Guardian Group LLC and Kensington Community Church for over two decades. Mattar serves on the board of The Furniture Bank of Michigan, a nonprofit organization assisting individuals in need of furniture. SPC serves a diverse client base including high-net-worth 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 through a network of over 460 advisors.

Ryan Waddell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and uses both discretionary and non-discretionary mandates supported by a range of financial planning and wealth management services.

Joseph Warsecke is a CFP® professional with 19 years of experience in financial advising, currently with SPC since 2010. He holds Series 63 and Series 66 licenses and has been associated with Sigma Financial Corporation concurrently. Outside of his advisory role, he is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse clientele including individual and high-net-worth households, 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 advisers managing approximately $5.66 billion in assets.

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.

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.