Jamey Buckner is a financial advisor at SPC with 9 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation since 2018 and at Sigma Financial Corporation since 2016. Outside of his advisory work, Buckner prepares tax returns for clients through Lotus Financial Services during tax season. 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 investment advice through a large network of advisors and offers services via platforms like SIGMA Managed Account and the Axis Platform.

Randolph Pistor is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Financial Corporation, and Dickinson Wright PLLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary management with options for nondiscretionary arrangements and works with third-party managers while maintaining formal succession protocols and compliance controls.

Michael Reid is a ChFC® with 37 years of experience in the financial services industry. He has worked at Hantz Financial Services, Inc. since 1998 and has been with JRH Financial Services since 2002. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance offerings.

David Goldberg is a CFP® with over 41 years of industry experience, currently serving at SPC since 2006. He also has a long tenure at Sigma Financial Corporation that dates back to 1999. Goldberg serves as co-trustee on two family trusts and provides notary services in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party investment advisers.

Dennis Marrs is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. Marrs is also an insurance agent appointed with various insurance companies. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages 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.

Kristiana Shipway is a CFP®-credentialed financial advisor with 17 years of industry experience. She has been with Stratos Wealth Partners, Ltd since 2013 and previously worked at First Heartland Consultants, Inc. Shipway operates out of Northville, MI. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture model that integrates multiple platforms and managers.

Scott Hayden is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corp since 2006. Hayden is the sole owner of Hayden Financial Inc., a personal business entity for tracking expenses. 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 services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Daniel Mckenna is a CFP® professional with 22 years of experience at Hantz Financial Services, Inc. in Ann Arbor, MI. He has worked at Hantz Financial since 2004. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and Direct Indexing, and integrates advisory and broker-dealer activities with mortgage and insurance product sales.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Kelly Brown is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and bringing 10 years of industry experience. Brown has worked at SPC and Parkland Securities since 2017 and has been with Sigma Financial Corporation since 2014. Outside of advising, Brown is an independent sales consultant for Mary Kay. 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 tailored to client suitability with options for discretionary and nondiscretionary management.

Marcus Smith is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of industry experience. He currently advises at Advised Assets Group, LLC and has prior experience with Infinity Wealth Management, Inc. and Edward Jones. He is affiliated with Empower Advisory Group, which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain individual IRA and brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Sarah Bumstead is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2019, following three years at Blue Prairie Group, LLC. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Anthony Ruda is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following eight years at Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a nonprofit chamber music society. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Haley Hernandez is a CFP® with four years of industry experience, currently advising at Savant Wealth Management in Plymouth, MI. She has been with Savant since 2021 and previously worked at Rocket Auto LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by its scale and integrated legal, accounting, and trust affiliates.

Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz, he worked in various roles including positions at USA Insulation and Tropical Smoothie Cafe. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, augmented by third-party money managers and Direct Indexing, and is notable for combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Cyle Gillman is a financial advisor at SPC with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, The Huntington Investment Company, Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corporation. He is also involved in managing Northern Michigan Insurance and Financial LLC and operates a financial services business under the name IvoryGrey Financial Strategies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Patrick Shope is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with SPC since 2013 and also provides investment advisory services through his DBA, Shope & Associates, LLC. SPC serves a diverse clientele 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 through a large network of advisors.

Micah Webb is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities since 2014 and SPC since 2013. Webb also sells life insurance through various insurance companies. 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 delivered through a network of over 460 advisers managing approximately $5.66 billion in assets.

Mark Steinman is a financial advisor at SPC with 15 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2010. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, utilizing discretionary management and various client-directed strategies.

Kenneth Burek is a CFP® with 32 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 2008 and operates a financial services practice under the name Burek Financial Services. In addition to advisory work, he sells various lines of insurance and fixed indexed annuities through multiple carriers. SPC serves individual clients, 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, with a corporate structure that includes affiliated broker-dealers and insurance agencies.