Fred Elias is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Sigma Financial Corporation since 2013 and at Mattar Financial since 2012. Outside of advisory services, he is independently licensed with various insurance companies and offers group insurance benefits through Corporate Benefit Solutions. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice primarily through managed account programs in partnership with Fidelity.

Spiro Voutsaras is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has operated Voutsaras Financial since 1987. Outside of his advisory role, he runs G3 Strategic Advisors, offering investment, insurance, and retirement planning advice. SPC serves a diverse client base including individual and high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Micah White is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining TIAA-CREF in 2023, he held various roles with firms including Vanguard Advisers, Inc., and worked in delivery services for companies such as Uber and DoorDash. Outside of his advisory work, he has experience delivering food via Uber Eats. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with TIAA-administered employer retirement relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated investment structure.

Michael Glaab is a CFP® with 31 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1994 and has been involved with Individual Financial Planning LLC since 1984. Outside of his advisory work, he is a member of the Huron Township Applefest Committee. 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 managing approximately $5.66 billion in assets.

Anastasia Cadotte is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Parkland Securities since 2014 and has been affiliated with Sigma Planning Corporation and Sigma Financial since 2008 and 2007, respectively. She has also provided support for the vote count of Teamsters officials through the Office of the Election Supervisor for the International Brotherhood of Teamsters. 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 services, employing a structure that integrates affiliated broker-dealers and insurance agencies and supports various fiduciary and non-fiduciary retirement functions.

Craig Schembri is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Sigma Planning Corporation since 2010 and Sigma Financial Corporation since 1996. Outside of his advisory role, he is a licensed real estate agent and a partner in several real estate investment ventures focused on land and residential development in Southwest Florida. 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, offering both discretionary and nondiscretionary management options.

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.

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.

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.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Based in Ann Arbor, MI, Carmouche holds a Series 63 license and has spent over two decades at his current firm. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach using ETFs, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

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.

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.

Alex Leidal is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior roles include positions at Corporate Fringe Benefits, Inc., Rogue Risk, Johnston Lewis Associates, and Phil Klein Insurance Group. 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 managing approximately $5.66 billion in assets.

Griffin Jenkinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including at The Weed Lady and Landaal Packaging. Hantz Financial Services serves 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, portfolio management, and fiduciary services.

Grayson Richter is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at J.W. Cole Financial, Inc. and Greenway Building Solutions. J.W. Cole Advisors is an enterprise firm that serves individuals, high-net-worth clients, and institutions through a network of nearly 500 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and third-party managers, employing both discretionary and non-discretionary strategies.

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.

Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior to his advisory role, he held various positions in the food service and education sectors. 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 expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

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.

Peter Lenart is a financial advisor at &Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing and Sigma Financial Corporation. Lenart is based in Ann Arbor, MI. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, blending proprietary models with third-party manager solutions and employing a range of analytical approaches in portfolio management.

Michael Themm is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Hantz Financial Services since 2017 and was previously affiliated with Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services, Inc. serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios with an emphasis on asset allocation, periodic rebalancing, and access to third-party managers, supplemented by a broad range of affiliated financial activities including mortgage brokerage, insurance, and retirement consulting.