Ashley Jackson is a financial advisor at SPC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2008. SPC serves a diverse client base including individuals, high-net-worth households, 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 options for nondiscretionary arrangements.

Bryce Monroe is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held roles at Wolverine Water, Kamins Parts Plus, and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers a range of services including financial planning, portfolio and wealth management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Robert Groves Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as co-trustee for his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Jonathon Friend is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and five years of industry experience. His career includes roles at LPL Financial, Michigan State University, and Financial Focus. 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 existing TIAA employer retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Mark Rush is a financial advisor at SPC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and Comerica Securities. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad 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, including the SIGMA Managed Account.

Christopher Kelly Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2017 and previously at Wunderlich Securities from 2010 to 2017. He operates under the name Fulcrum Point Wealth Management for his financial services practice. SPC serves a diverse client base including individual investors, 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, combining discretionary and nondiscretionary management approaches alongside a unique corporate structure that integrates affiliated broker-dealers and insurance agencies.

Jeffrey Tubbs is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corp. since 1999 and also has long-term affiliations with Signator Investors, Inc. and Sigma Financial Corporation. Outside of his advisory role, he is involved with THE Michigan WEALTH MANAGEMENT GROUP, LLC, which sells life, health, and long-term care insurance. SPC serves a diverse client base that includes individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Eric Roberts is a financial advisor at TIAA‑CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA‑CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Bonnie Luternow is a CFP® with 23 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2010. She is based in Clarkston, MI, and holds a Series 66 license. Outside of her advisory role, she volunteers as a Harvard College class secretary and admissions interviewer, assists with tax preparation for the AARP Foundation, and serves as an election inspector in Springfield Township, MI. SPC serves a diverse client base including high-net-worth 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.

Steven Jagusch is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1999. Jagusch also operates S Jagusch & Associates and Steve Jagusch & Associates, with respective histories dating back to 1984 and 1990. Outside of his advisory work, he serves as an honorary board member for the Highland Township Senior Activities Center in Michigan. 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, delivering both discretionary and nondiscretionary investment strategies.

Thomas Reid is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with TIAA-CREF and Tiaa since 2018 and previously worked at Citizens Securities, Inc. and CCO Investment Services Corp. He also has experience related to extended travel in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients frequently connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its RIA services.

Joseph Kowalsky is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2010. Outside of his advisory role, Kowalsky serves on the board of the Cryonics Institute, is president and board member of Organs for Life, Inc., and volunteers as an associate editor for Long Life Magazine and at the Redford Theatre in various capacities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering discretionary and nondiscretionary investment strategies supported by a unique corporate structure integrating affiliated broker-dealers and insurance agencies.

Heather Gosnick is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. She owns and provides professional tax services through Leverage Tax Services and Consulting, LLC, and has a legal background as an attorney with Gosnick Legal, PLLC. Prior to joining Hantz Financial Services, she held roles at Hantz Tax and Business and Intuit Inc. 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, supported by a range of affiliated financial and implementation capabilities.

Anthony Kubien is a financial advisor at SPC with 24 years of industry experience. He holds the Series 66 designation and has been with Sigma Planning Corporation since 2008 and Sigma Financial Corporation since 2002. He is the managing member of Kubien LLC, which operates Harvest Partners Financial, a financial services and insurance agency licensed in Michigan. 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.

Kevin O'Neill is a CFP® professional with 24 years of industry experience, currently serving at SPC since 2004. He is also involved with Strategic Planning Concepts LLC, providing financial services and consulting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Mark Woolhiser is a financial advisor at SPC with 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2002. His credentials include Series 63 and Series 65 licenses. 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 service model that integrates affiliated broker-dealers and insurance agencies.

Neil Weissman is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of a private real estate venture capital and private equity investment firm, WEISSY INVESTMENTS. &PARTNERS serves a diverse client base, including individual and institutional investors such as high-net-worth individuals, retirement plans, and charitable organizations. The firm provides both investment advisory and brokerage services, utilizing a mix of proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Todd Praschan is a financial advisor with SPC and Sigma Financial Corporation, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with both firms since 2011. Outside of his advisory roles, he provides annuities and life insurance to clients and is a member of the Saline, MI Chamber of Commerce. 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 both discretionary and nondiscretionary investment management through a network of over 460 advisors.

Kale Hensel is a financial advisor at TIAA-CREF based in Ann Arbor, MI, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Alexander Calderwood is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, Calderwood is a partner in Oddrealityband, LLC, a live entertainment business where he plays musical instruments and records music. 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, separately managed accounts, and technology-enhanced tools to provide financial planning, portfolio management, and fiduciary services.