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Kenneth S

Series 63, Series 66

Ann Arbor, MI

SPC

Kenneth Stire Jr. is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC since 2017. Prior to that, he was associated with Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and has been president and owner of Oakland Group Services, a company focused on employee benefit sales and health insurance, since 1982. 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, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated 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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Michael B

Series 63, Series 65, Series 66

Ann Arbor, MI

SPC

Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment 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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Jeffrey Z

Series 63, Series 66

Ann Arbor, MI

PNC Wealth Management

Jeffrey Zapolski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining PNC, he worked extensively with Fidelity Investments in various advisory roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party portfolio management.

Passive / index investing Active portfolio management Wealth management Executive
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Michael C

CFP®, ChFC®, Series 63

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in the financial industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and technology-enabled services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Matthew V

Series 63, Series 66

Ann Arbor, MI

SPC

Matthew Vigo is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SPC since 2013, Parkland Securities since 2014, and Sigma Financial Corporation since 2000. Outside of his advisory roles, he sells various insurance products through multiple insurance companies. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary 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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Charles M

CFP®, Series 63

Ann Arbor, MI

SPC

Charles Milliken is a CFP® professional with 41 years of industry experience, currently serving at SPC since 2012. He holds a Series 63 license and has also worked with Sigma Financial Corporation during the same period. Outside of his advisory role, he is the secretary of his men's golf league and prepares income tax returns. 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 structure that supports both fiduciary and non-fiduciary retirement services through affiliated 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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Alex L

Series 66

Ann Arbor, MI

SPC

Alex Leidal is a financial advisor at SPC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Corporate Fringe Benefits, Inc., Rogue Risk, Johnston Lewis Associates, and Phil Klein Insurance Group. He also has a background at Oakland University. 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 advice primarily through the SIGMA Managed Account and other 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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Griffin J

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Griffin Jenkinson is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, bringing one year of industry experience. Prior to joining Hantz Financial Services, he held roles at The Weed Lady and Landaal Packaging. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management with ETF-based model portfolios and third-party SMAs, alongside brokerage, mortgage-broker, and insurance distribution through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Grayson R

Series 63, Series 65

Ann Arbor, MI

J. W. Cole Advisors, Inc.

Grayson Richter is a financial advisor at J. W. Cole Advisors, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Greenway Building Solutions, and experience in education and construction sectors. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients, utilizing both discretionary and non-discretionary strategies and various third-party platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Ryan A

CFP®, Series 66

Ann Arbor, MI

SPC

Ryan Asti is a CFP®-credentialed financial advisor with 24 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2004. Asti serves as a board member for the Better Business Bureau of Detroit/Eastern Michigan and operates an online golf merchandise business, Golfs Black Book. 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, employing a range of discretionary and nondiscretionary strategies supported by a custodial platform and third-party manager collaborations.

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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Charles C

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including education and food service prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios combined with third-party managers and technology platforms to deliver financial planning, wealth management, and consulting services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John M

Series 63

Ann Arbor, MI

SPC

John Mcclellan is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2007 and Parkland Securities since 2014. He also serves as a FINRA arbitrator, hearing and deciding customer and advisor disputes. 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, delivering strategies primarily through discretionary management with periodic monitoring and rebalancing.

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

Ann Arbor, MI

&PARTNERS

Peter Lenart is a Series 66 credentialed financial advisor with 17 years of industry experience, currently working at &Partners. His prior experience includes roles at Wells Fargo Clearing, Spc, Parkland Securities, and Sigma Financial Corporation. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches utilizing multiple analysis methods and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Michael T

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Themm is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has been with Hantz Financial Services since 2017, including its earlier form starting in 2017. Prior to that, he worked at Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, incorporating third-party managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting capabilities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Kenneth N

Series 63, Series 65

Ann Arbor, MI

SPC

Kenneth Nutt is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2005. Nutt is also a board member of The Robby Atherton Foundation, where he participates in decisions related to fundraisers and scholarships. He is involved as an investor in Camera Comrade, an online marketplace for photography and videography services founded by his son. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment 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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Ching Po W

Series 66

Ann Arbor, MI

SPC

Ching Po Wang is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Sigma Planning Corporation and Parkland Securities LLC since 2018 and was previously with Axa Advisors, LLC from 2013 to 2018. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies, offering life, health, long-term care, disability insurance, and annuities. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and supports a range of fiduciary and non-fiduciary 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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Nathan B

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Nathan Bila is a financial advisor with SPC based in Ann Arbor, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Sigma Financial Corporation and Northwestern Mutual. Outside of his advisory work, he participates in a seasonal role helping supervise children at a ski school. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers 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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Emma B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services and the University of Michigan. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John K

CFP®, Series 63

Ann Arbor, MI

SPC

John Kashinsky is a CFP® with 51 years of industry experience, currently serving at SPC. His career includes long-term roles at Sigma Planning Corporation, Sigma Financial Corporation, Action Financial Planning Inc., Federal Kemper, INA/CIGNA, and Jackson National. He holds volunteer and leadership positions outside of his advisory work, including serving as a Reserve Macomb County Sheriff Marine Safety Officer and as President of the Board of Trustees of the Masonic Temple Association of Detroit. 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 retirement plan services, utilizing discretionary and nondiscretionary strategies tailored to client suitability.

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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Joseph L

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Joseph Lezotte is a CFP® with 20 years of industry experience, currently serving at SPC since 2007. He has been associated with Sigma Financial Corporation since 2005. Outside of his advisory role, he is a board member of GPA Gift of Hearing, a nonprofit organization providing hearing aids to those in need. 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 services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

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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