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.

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.

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.

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 two years of industry experience. He has worked at several firms, including Parkland Securities, LLC and Financial Services of America. Outside of financial advising, he works as a server at a restaurant in Brighton, Michigan. 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.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Molly Shope is a financial advisor with SPC in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She has worked with Sigma Planning Corporation since 2009 and Sigma Financial Corporation since 2008. Outside of her advisory role, she is involved with Shope & Associates, where she sells various types of insurance through multiple companies. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes 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.

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.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.