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Mitchell B

CFP®, Series 66

Ann Arbor, MI

SPC

Mitchell Brunner is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® and Series 66 designations and bringing six years of industry experience. His prior roles include positions at Sigma Financial Corporation and administrative work within a state senate office. Outside of advising, he sells term life insurance products as an individual agent. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including both non‑HNW and high-net-worth individuals, employer-sponsored plans, charities, and corporate clients. The firm delivers tailored, discretionary advice primarily through an extensive network of investment advisor representatives and offers multiple account programs alongside ERISA retirement services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Matthew E

Series 66, Series 63

Ann Arbor, MI

SPC

Matthew Eichorn is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as secretary of the Adrian Diamond Club, a nonprofit organization supporting the Adrian Lookouts baseball team, and works as an assistant coach for Adrian Varsity Football. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs, operating with close affiliations to broker-dealers and insurance agencies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Peter L

Series 66

Canton, MI

Hantz financial Services, Inc.

Peter Luther is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Hantz Financial Services, Inc. since 2010. He is based in Canton, MI, and is part of a firm with a sizeable team of 293 advisors. 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 affiliated banking, tax, and insurance entities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas M

Series 63, Series 65, Series 66

Van Buren Twp, MI

Empower Advisory Group

Thomas May is a financial advisor with Empower Advisory Group who holds Series 63, Series 65, and Series 66 credentials and has 23 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services, and Western & Southern Life, among others. Outside of advising, he manages bookkeeping services for small businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning, serving a large participant base with recommendations generally aligned with plan sponsor-chosen options.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Nikolis D

Series 66

Ypsilanti, MI

The huntington Investment company

Nikolis D'annunzio is a financial advisor at The Huntington Investment Company with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, H&R Block, and The Huntington National Bank. Prior to his financial services career, he spent five years at Innovative Waterproofing Solutions and three years at Menard, Inc. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Cammy D

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Cammy Domine is a CFP® professional with 33 years of industry experience, currently affiliated with SPC. She has worked at Sigma Financial Corporation since 2003 and joined Sigma Planning Corp. in 2024. Cammy is a part owner of Administration Specialist, Inc., a third-party administrator specializing in 401(k) pension plan services. 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 supports a large advisory network and delivers tailored, discretionary advice through multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Nathanial C

Series 66

Canton, MI

Hantz financial Services, Inc.

Nathanial Chambers is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles at New York Life and various positions outside the financial sector. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Drake C

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Drake Chwalibog is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Hantz Financial Services since 2014. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, including both high-net-worth and non-high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets and employs a diversified, ETF-centered investment approach across various portfolio models, supplemented by access to third-party managers and tax-aware strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel L

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Daniel Luther is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. 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 and unified managed accounts, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities such as a trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Donald T

CFP®, Series 63

Ann Arbor, MI

SPC

Donald Terns is a CFP® professional with 44 years of industry experience, currently serving at SPC since 2003. He has also been associated with Sigma Financial Corporation since 1999. Outside of his advisory role, he serves as a director on the FIB Water Board, overseeing operations, rate setting, and financial oversight for the local water authority. 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 structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Amber B

Series 66

Ann Arbor, MI

SPC

Amber Bowman is a financial advisor at SPC with 14 years of industry experience. She holds a Series 66 designation and has worked at Modern Woodmen of America and MWA Financial Services Inc. prior to joining SPC, Parkland Securities, and Sigma Financial Corporation. 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, delivering both discretionary and nondiscretionary strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Michael M

Series 66

W. South Lyon, MI

Creative Planning

Michael Machalicek is a financial advisor at Creative Planning with 19 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individually managed portfolios, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Brandon G

Series 66

Ann Arbor, MI

SPC

Brandon Grammatico is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Parkland Securities since 2014 and has been self-employed since 2010, operating Saratoga Wealth Management in Grand Rapids, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Kurt B

Series 66

Ann Arbor, MI

SPC

Kurt Berger is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, Sigma Planning Corporation since 2009, and Sigma Financial Corporation since 2006. Outside of his advisory work, he buys and sells collectibles on online auction websites. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing 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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Mark E

Series 63, Series 65

Ann Arbor, MI

SPC

Mark Eyre is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2015. Outside of his advisory role, he operates a financial services business under the name Trademark Investments. 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 through a network of over 460 advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Aileen R

Series 66

Ann Arbor, MI

SPC

Aileen Ryan is a financial advisor at SPC with 19 years of industry experience. She holds a Series 66 designation and has worked at Parkland Securities and Sigma Financial Corporation during her career. 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 advisers managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Gregory D

Series 63, Series 65

Northville, MI

Newedge Advisors

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and South Lyon Schools. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party strategies and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Morris H

Series 66

Ann Arbor, MI

SPC

Morris Hall Jr. is a financial advisor at SPC with a Series 66 designation. He has 16 years of experience with Maxim Financial LLC/Kaye Financial and has been associated with SPC and Sigma Financial Corp since 2026. Outside of advising, he is involved with Maxim Properties LLC. 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 delivers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Steven B

Series 63, Series 66

Ann Arbor, MI

SPC

Steven Brunner is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SPC since 2004. Outside of his advisory role, he serves as a trustee of his father’s trust and is a notary public in Michigan. 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 plan services, delivering discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers within a structured compliance framework.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Philip G

CFP®, Series 65, Series 63

Ann Arbor, MI

SPC

Philip Grimm is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SPC and Sigma Financial Corporation. His prior roles include positions at Pinnacle Wealth Management, Inc. and Berthel Fisher & Co. Financial Services Inc. Grimm is also involved in the sale of fixed and fixed indexed annuities through approved FMOs. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through various account programs, emphasizing tailored and discretionary advice at the individual advisor level.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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