Richard Hamlin is a financial advisor with SPC who holds Series 63 and Series 65 registrations and has 36 years of industry experience. He has worked at SPC since 2015 and has been self-employed since 1988. Outside of advisory services, he is involved in insurance sales and owns RJH Consulting Services, Inc., as well as being a 50% owner of Hamlin & Clark LLC, which focuses on property and casualty insurance. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network delivering tailored and discretionary advice through various account programs and maintains strategic partnerships that influence its service model.

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Joseph Schaefer is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 license and has three years of industry experience. Prior to joining Hantz Financial Services in 2022, he worked at Flagstar Bancorp and United Wholesale Mortgage. 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 clients, as well as corporate and retirement plan sponsors, providing financial planning, portfolio management, and a range of investment strategies centered on ETF-based model portfolios.

William O'neil III is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at Sigma Financial Corporation, Minnesota Life Insurance Co, and Foresters Financial Services, among others. He is also employed in bookkeeping at HSC. 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.

Scott Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 designations with 17 years of industry experience. He has been with Hantz Financial Services since 2008. 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 and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination services.

Phillip Hollander is a CFP® with three years of experience in financial planning, currently affiliated with CWM, LLC. Prior to joining CWM, he worked at RFC Financial Planners for three years. Outside of financial advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios governed by an in-house Investment Committee.

Zachary Clark is a financial advisor with SPC, holding a Series 66 designation and six years of industry experience. He has been with Sigma Planning Corporation since 2020 and Sigma Financial Corporation since 2019, while also operating Clark Financial Services since 2013. Outside of advisory roles, he is involved in the sale of non-variable insurance products through various carriers. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Nana Yawson is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 11 years of industry experience. She has been with Hantz Financial Services since 2014. 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, and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting.

Nicholas Parros is a CFP® with three years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Ann Arbor, MI. His prior roles include positions at Osaic Wealth Inc, Jackson National Life Distributors, and Woodbury Financial Services Inc. Outside of financial advising, he is a professional wakesurfer who competes internationally and works with multiple sponsors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight by an internal Investment Committee.

Joseph Lucido is a CFP® with 40 years of experience in financial services. He is affiliated with SPC and has been with Sigma Financial Corporation since 1996. In addition to his advisory work, he is a shareholder and manager of Lucido's Insurance Agency, which offers a range of insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services with a focus on discretionary management and collaboration with third-party investment managers.

William Ryan is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2006, and was a self-employed insurance sales agent for nearly two decades. He also sells non-variable insurance products through various FMOs and insurance companies. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Amy Frederick is a financial advisor with CWM, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her previous roles include positions at Raymond James & Associates, TrueNorth 42 Wealth, and The Leaders Group Inc. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages discretionary accounts using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and a variety of customization tools, with a particular focus on retirement plans and institutional services.

Kathryn Revels is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she is involved in a family-owned LLC that manages rental property. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Thomas Taylor is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Sigma Financial Corporation since 1992. Taylor is also the owner of The Taylor Agency of Southern MI Inc., where he is involved in the sale of fixed insurance and tax preparation services. He serves as chairman of the church council for St. Stephen Lutheran Church. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a large network of advisors, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

Eric Swalla is a financial advisor at SPC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2012. Outside of his advisory role, he is involved in the sale of water testing equipment through a separate business. 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, delivering both discretionary and nondiscretionary investment strategies.

William Williams is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of finance, he works as an off-ice official for the National Hockey League (NHL) and officiates youth hockey games for USA Hockey. Oppenheimer serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

William Creson is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management using model or customized portfolios and serves as adviser to a donor-advised fund.

Scott Keller is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with SPC and has worked at Parkland Securities since 2014. SPC serves a diverse client base including individuals, charitable organizations, corporations, and 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 services with a focus on discretionary management and collaborative third-party arrangements.

Matthew Bowden is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently a financial professional at Two Bird Wealth Strategies and a wealth advisor with CWM, LLC dba Carson Partners. Bowden previously worked at RFC Financial Planners and Ash Brokerage Corp among other firms. He serves as a board member for the Logan Elementary PTSO, where he helps plan and organize community events. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Michael Addor is a CFP® and ChFC® with 35 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated banking, consulting, and insurance businesses.