Mary Bakhaus is a financial advisor at NorthCoast Asset Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. Outside of her advisory role, she is a 50% owner of Bakhaus Properties, LLC, a real estate business in South Lyon, Michigan. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a variety of strategies including equity, income, alternatives, and private investment funds.

Anthony Sitto is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2025. His work history includes roles at Chase Bank, Northwestern Mutual, and Central Mortgage Funding, as well as experience in education and the food service industry. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-based portfolios, financial planning, and retirement plan consulting alongside mortgage brokerage and insurance services.

Caleb Sheng is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. He has previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of advising, Sheng is the owner of Sheng Law Group, PLLC, a business he has maintained since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services and employs technology and centralized due diligence in managing advisor and client needs.

Patricia Khoe is a CFP® and ChFC® financial advisor with 16 years of industry experience. She has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 2013. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth and non-HNW clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios and various wealth management and financial planning services.

Rachel Doutsas is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 13 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Outside of her advisory role, she owns and operates Modern Murals, LLC, where she creates and sells custom artwork. 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 alongside separately managed accounts and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Robert Hyneman is a CFP® professional with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. He also holds the Series 63 and Series 66 licenses and has been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Anthony Mattar is a ChFC® and Series 66 licensed advisor with 56 years of industry experience. He is affiliated with SPC and has worked at Sigma Financial since 2011, while also maintaining Mattar Financial Corporation since 1988. Outside of his advisory roles, he serves as board chairman and manager of the Sugar Loaf Homeowners Association and owns Corporate Benefit Solutions, LLC, which offers insurance and investment products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Sharqueece Banks is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Outside of her advisory role, she serves as treasurer for the Metropolitan Church of God, managing budgeting and accounting functions. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Timothy Mccormack is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SPC since 2015. In addition to his advisory role, he owns a website that provides quotes for health benefits and insurance products. 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 through a large network of advisers, with an emphasis on discretionary management and collaborative relationships with third-party managers.

Eric Miras is a financial advisor at SPC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Parkland Securities, Sigma Financial Corporation, and CIG Capital Advisors. Prior to entering the financial sector, he spent six years at Comcast Spotlight. 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 advice through various account programs and strategic partnerships.

Peter Petropoulos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 1999. Outside of his advisory role, he serves as a trustee of the Peter & Pamela Petropoulos Trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives, while also acting as a qualified custodian.

Gregg Huyck is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Sigma Financial Corporation. Outside of his advisory role, he is an agent for Family Life Financial Services, Inc., selling non-variable fixed annuities and traditional life and term insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm’s approach includes discretionary management with periodic monitoring and rebalancing, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.

David Toeppe is a Series 66-credentialed financial advisor with 17 years of industry experience, currently associated with SPC since 2017. He previously worked at Cambridge Investment Research Advisors Inc and Cambridge Investment Research Inc from 2015 to 2017. Outside of his advisory role, he operates Lotus Financial Services, providing tax preparation services. 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 both discretionary and nondiscretionary management options.

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related insurance products. 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, providing both discretionary and nondiscretionary management options tailored to client needs.

George Hutchens is a financial advisor with SPC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Parkland Securities, LPL Financial, and Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Derrick Winke is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at SPC since 2005 and has longstanding affiliations with Sigma Financial Corporation, Red Financial Services Inc., and his own firms dating back to the early 1980s. Outside of advisory work, Winke is involved in tax preparation and planning services through Wink Inc., serves as a volunteer crisis counselor and board member for the National Pancreas Foundation’s Michigan chapter, and acts as co-trustee and executor for family trusts and estates. 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 investment arrangements tailored to client needs.