Joseph Lezotte is a Certified Financial Planner® with 21 years of industry experience, currently serving at SPC in Ann Arbor, MI. He has been associated with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2005. Outside of his advisory role, Lezotte is a board member of GPA Gift of Hearing, a nonprofit that provides hearing aids to people in need. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored and discretionary advice through a large advisory network and utilizes platforms such as the SIGMA Managed Account and the Axis Platform.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Christopher Hylen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including Howard Bailey Securities LLC, Planning Alternatives, LTD, and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Andrew Grimston is a financial advisor with SPC, holding a Series 66 designation and 13 years of industry experience. He has been with SPC since 2013 and also works with Sigma Financial Corporation. Outside of his advisory roles, he provides financial services and sells various insurance products, including fixed index annuities, through Harvest Partners Financial. 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, delivering strategies through discretionary and nondiscretionary arrangements.

Grant Hedley is a financial advisor at SPC with 17 years of industry experience. He holds Series 66 and Series 65 designations and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory work, he has been involved with Right Brain Brewery from 2012 to 2025. 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, while maintaining close affiliations with broker-dealers and insurance agencies.

Douglas Vanderstelt is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates an independent fixed insurance business and sells life and health insurance products. SPC serves individual clients, 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 discretionary management with periodic monitoring, rebalancing, and model-portfolio options.

Brian Bonsall is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Kevin Carey is a financial advisor with SPC in Ypsilanti, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Investacorp, Inc. from 2006 to 2020 before joining Sigma Financial in 2020. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Richard Orbain III is a financial advisor at SPC in Ann Arbor, MI, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at Sigma Financial Corporation, Sigma Planning Corp., and River Oaks Wealth Advisors. 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 advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Patrick Hassett is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. He is also involved with Donadio Financial Services and Donadio & Associates Inc., where he provides financial services and non-variable insurance products. SPC serves individual clients, 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, providing both discretionary and nondiscretionary management tailored to client needs.

Mark Oldenburg is a financial advisor with SPC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with SPC since 2012 and also works with Sigma Financial Corporation. Outside of his advisory roles, he is president and sole owner of The Oldenburg Company, Inc., which operates as a third-party administrator. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides discretionary and nondiscretionary management options and maintains relationships with third-party managers while supporting a custodial platform for trading and reporting.

Kelli Plumb is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. She has been with TIAA and TIAA-CREF since 2015 and 2017, respectively. 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 relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Michael Turner is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2017, following four years at XPO Logistics. Based in Ann Arbor, MI, Turner provides advisory services within a firm that serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. Hantz Financial Services delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services with technology partnerships that support its offerings.

Ashley Jackson is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has worked with Sigma Financial Corporation since 2008, SPC since 2012, and Parkland Securities since 2014. 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 tailored, discretionary advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Bryce Monroe is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation. He has one year of industry experience and previously worked at Wolverine Water and Kamins Parts Plus. His background also includes positions in education at the University of Michigan and local schools. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and offers a range of financial planning, wealth management, retirement consulting, and related brokerage and insurance services.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Robert Groves Jr. is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation since 2022, following six years at Wells Fargo Clearing. Outside of his advisory role, he serves as co-trustee for his mother’s trust. 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 tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

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.