Deidra Stierle is a financial advisor with SPC, holding a Series 66 license and seven years of industry experience. Her prior work includes positions at Parkland Securities, Sigma Financial Corporation, and Edward Jones. Outside of finance, she is an associate Jazzercise instructor and engages in freelance graphic design and book layout, as well as crafting knitting and crochet projects sold at local craft shows. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Richard Leidal is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005 and has served with Corporate Fringe Benefits Consultants, Inc. since 1982. Leidal serves on the boards of Corporate Fringe Benefits Consultants and Michigan College Funding LLC, which provides college planning services. SPC serves a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains affiliated broker-dealer and insurance entities to offer a comprehensive service model.

Rodney Clark is a CFP® professional with 36 years of industry experience, currently serving at SPC since 2012. He is also an independently licensed insurance agent involved in the sale of fixed life, annuity, and health products through his own agency, Rod Clark Financial Services, Inc. SPC serves a diverse client base including high-net-worth 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 through a network of over 460 advisers.

Jacob Sawyer is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. His prior experience includes roles at FSA Advisors, Inc., Independence Capital Co., Inc., and Financial Service of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management and includes services such as donor-advised funds and customized portfolio management under a fiduciary standard.

Austin Tapley is a CFP® and ChFC® professional with three years of industry experience, currently working at Hantz Financial Services, Inc. in Ann Arbor, MI. His prior experience includes roles at Adrian College and Northwest Middle/High School, as well as operating a seasonal landscaping and snow removal business. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, 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 both discretionary and non-discretionary mandates and offers a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage through affiliated agencies.

Kaylie Shepard is a Series 66-registered financial advisor with Commonwealth Financial Network. She has one year of industry experience and has also worked at Affinity Wealth Solutions and Bankers Life. Prior to her financial advisory roles, she was employed at Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Timothy Greene is a financial advisor with SPC in Ann Arbor, MI, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Sigma Planning Corporation since 2006 and Sigma Financial Corporation since 1996. In addition to his advisory work, Greene provides legal services as an attorney and counselor and serves as Co-Trustee of the Greene Family Trust. 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 network of advisors and offers tailored, discretionary investment advice through multiple account programs.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

Crystal Bain is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has previously worked at Ameriprise Financial Services, LPL Financial, Infinex Investments, Flagstar Bank, and CCO Investment Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party and affiliate investment strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Donald Allison is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, National Life Group, Equity Services, and 3Silver. He is the founder and director of Happy Snail, a community organization focused on mental health and community building. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, 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 delivered at the individual advisor level.

Jake Wohlfert 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 positions at Tropical Smoothie Cafe and Target. Wohlfert is also involved with the University of Michigan - Flint. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and offers a range of services including financial planning, wealth management, and retirement plan consulting.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.

Theresa Serafimovski is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. In addition to her advisory work, she is a licensed attorney in Michigan providing general legal services through her professional limited liability company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model portfolios and customized strategies while adhering to a fiduciary standard.

Eric Boddy is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years before joining SPC and Sigma Financial Corp in 2025. Boddy is also involved in the sale of non-variable life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Steven Christensen is a CFP® professional at Mariner with 10 years of industry experience. He previously worked at Green Leaf Trust for seven years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized discretionary portfolios and offers integrated tax, accounting, and family office services uncommon for an enterprise of its size.

Pamela Sarney is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Sigma Financial Corporation since 1999. Outside of her advisory role, she operates Strategic Planning Concepts, Inc., a financial services business. 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 through a large network of investment adviser representatives.

Christopher Kemp is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a trust-only bank and in-house tax and business consulting.

Rachel Nichols is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2006. 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 ETF investment approach complemented by separately managed accounts and unified managed account solutions, and offers a range of services from financial planning to fiduciary retirement-plan advisory.

Paige Smola is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. She has been with Hantz Financial Services since 2015. 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, and offers a range of financial planning, portfolio management, and fiduciary services.

Peter Glaab III is a CFP® with 40 years of experience in the financial services industry, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1988 and has been involved with Individual Financial Planning Inc since 1981. He serves as president of the St. Stephen Endowment Fund, a nonprofit role in which he volunteers time without compensation. 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 supports a large network of advisors delivering customized, discretionary investment advice and offers multiple account programs with custody services through Fidelity/NFS.