Adam Peak is a CFP® professional with 19 years of experience in the financial services industry. He is currently with SPC and Sigma Financial Corporation, having previously worked at Foguth Wealth Management. Adam also operates Five Pines Financial, LLC, offering financial services and non-variable insurance products through approved carriers. 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 delivers tailored, discretionary advice through a large network of advisors and maintains affiliations with broker-dealers and insurance agencies.

David Davis II is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with SPC and previously worked at infinex Investments, Inc. and Flagstar Bank. Outside of advising, Davis officiates adult and minor hockey games and serves as Growth and Tournament Director for the Jackson Area Hockey Association. SPC serves a diverse clientele including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily via discretionary management with options for nondiscretionary and direct-at-fund approaches.

Nicholas Stroia is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Sigma Financial Corporation since 1998. Outside of his advisory role, he is a member of the Knights of Columbus, Southgate Rotary Club, and Entrepreneurs Organization, and serves as successor trustee of his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm delivers tailored investment strategies with options for discretionary and nondiscretionary management and maintains affiliations with broker-dealers and insurance agencies to provide a broad range of retirement services.

Andrew Kilbarger is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corp over his career. He is also involved in the sale of life insurance products including annuities. 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 and offers tailored, discretionary investment advice through various account programs and service platforms.

Mark Kraushaar is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO and owner of Bell Title Company, a title and escrow services firm he has operated since 1993. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages 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.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.

Michael Detone is a CFP® professional with 26 years of industry experience, currently with Valic Financial Advisors since 2004. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he performs as the lead guitarist in a local rock cover band, SixFT Apart. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet-developed UMA models for portfolio construction and supports a large client base through its 1,239 advisors.

Jose Yanez is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Financial Corporation since 2009. Yanez serves on the board of the Mason Public School Foundation, which raises funds for student programs and classroom equipment. SPC serves a diverse client base including individuals, 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 strategies based on client suitability with discretionary and nondiscretionary management options.

Theodore Drabing is a financial advisor at SPC with Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Parkland Securities, LLC and Financial Services of America. Outside of financial advising, he works as a server at a restaurant in Brighton, Michigan. 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 investment advice through various account programs.

Heather Ott is a financial advisor at Oppenheimer with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer for 10 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, managing equity, balanced, and fixed-income portfolios while maintaining custody of client assets as a qualified custodian.

Craig Dembeck is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates as a licensed insurance agent in a non-investment capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, while also serving as a sub-advisor and partnering with affiliated funds and external advisors.

Sean Klotz is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has a work history that includes roles at DoorDash, Olga's Kitchen, and Eastern Michigan University. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

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 Series 66-licensed financial advisor with SPC in Ann Arbor, MI, and has 10 years of industry experience. He has worked at SPC since 2017 and is also affiliated with Parkland Securities, LLC and Sigma Financial Corporation. In addition to his advisory roles, he is involved in the sale of 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 services through various account programs, offering tailored and discretionary investment advice.

Cory Kuzinski is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has recent experience working with the Michigan Association of Retired School Personnel on retirement planning and has served at the Michigan High School Athletic Association. Prior to his advisory role, he spent 25 years with Lake Orion Community Schools and was involved with the Yankee Air Museum. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.

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.

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.

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.

Doyle Mosley is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Citizens Securities, and Morgan Stanley. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining third-party portfolio managers and direct management options.