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.

Zachary Parker is a financial advisor at SPC with nine years of industry experience. He holds the Series 66 designation and has worked at SPC since 2017. Prior to SPC, he was associated with Sigma Financial Corporation and currently offers term life insurance through 3D Advisors and Ethos Life. 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.

Lawrence Epple is a CFP® professional with 40 years of industry experience, currently serving with SPC. His career includes roles at Sigma Financial Corporation and Lincoln Financial Securities Corporation. Outside of his advisory work, he owns and assists in operating a nursery business. 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, with a service model that includes discretionary and nondiscretionary management options.

Kevin Howard is a financial advisor at SPC with a Series 65 credential and three years of industry experience. He previously worked at R.A. Hoger and Associates and has experience in educational institutions including Southgate Public Schools, Plymouth Canton Community Schools, and Walled Lake Schools. Outside of his advisory role, he serves as Operations Director for the Redline Performance Ensemble, assisting with budgeting and scheduling. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored 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, employing discretionary and nondiscretionary strategies tailored to client needs.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently transitioned into the advisory field after 25 years with Dexter A&W. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, while also providing brokerage, mortgage, and insurance services through affiliated entities.

Michael Eppler is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at &Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Christopher Carlson is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has worked at Savant Wealth Management since 2021 and previously spent five years at AMDG Financial. Carlson is based in Plymouth, MI. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, financial planning, and related services through affiliated entities, employing a blend of evidence-based and actively managed investment strategies overseen by an investment committee.

Evan Ho is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Ho serves as a volunteer board member on the Finance and Investment committees of the Luella Hannan Memorial Foundation, which aims to support seniors in Michigan. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm combines discretionary management using model and customized portfolios with fiduciary services within a vertically integrated structure.

Donald Slankster is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at Mariner Independent Advisor Network, Strategic Wealth Advisors Group, LPL Financial, and operating Slankster Financial. Prior to entering the financial industry, he worked for over a decade at Gerber Collision & Glass. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions through proprietary and third-party platforms. Their advisory model involves fiduciary-based client engagement, utilizing a range of investment strategies and often implementing advice through third-party managers and TAMPs.

Christopher Michalak is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera Planning Partners and has held roles at multiple Cetera entities and Avantax firms. Michalak serves on local community boards in Saline, Michigan, including the CARES Board and the Local Development Finance Authority committee for the city of Saline. He is also president of Capstone Tax & Financial, a tax preparation and accounting business. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services while leveraging a diverse, document-driven investment approach matched to client objectives and risk tolerance.

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Troy Spooner is a financial advisor with SPC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His previous roles include positions at Parkland Securities LLC and Questar Capital Corporation. Outside of advisory work, he is also engaged as an insurance agent involved in selling fixed annuities and various insurance products. SPC provides 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 offers tailored, discretionary investment advice through a large network of advisors and delivers services via multiple account programs in partnership with Fidelity/NFS and other third-party providers.

Richard Phillips is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 designations and 11 years of industry experience. His previous roles include positions at Parkland Securities, Sigma Financial Corporation, Northwestern Mutual Investment Services LLC, David Sokol, and Raymond James & Associates. 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 services, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Ryan Racine is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Hantz Financial Services since 2007. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services and utilizes technology partnerships to support its investment and client service capabilities.

Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Empower Financial Services, Axiom Law, and Amesite. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term market forecasts.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan Foundation. 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 through a network of over 460 investment adviser representatives.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and operated Petersmark Financial Network alongside his current roles. His background includes experience in technology and education sectors prior to his financial advisory career. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and provides access to proprietary and third-party managed account solutions.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.