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.

Maggie Wagner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Pearl Planning and has held roles outside the financial sector, including positions at the Berrien County Parks Department and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of low-cost investment vehicles and specialized programs.

Deborah Krone is a CFP® professional with three years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Vintage Financial Services, Andrews Hooper Pavlik PLC, and Rehmann. Outside of her financial advisory work, she is a one-third owner of Elite Enterprises, LLC, an ice cream shop in Canton, Michigan, where she handles payroll and financial duties. 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, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Brian West is a Series 65 licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 10 years of industry experience and more than two decades at the firm. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, retirement plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party money managers, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

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.

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.

Nicholas Field is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities, SPC, and Sigma Financial Corporation since 2015. Outside of his advisory role, he provides contract location consulting and walkthroughs for a family-owned facilities maintenance business. SPC offers 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.

Amanda Hadley is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Sigma Planning Corporation, Sigma Financial Corporation, and New York Life, among others. She serves as a board member for TWIGS, a nonprofit organization based in Lansing, MI. 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 delivering tailored and discretionary investment advice through various account programs, including the SIGMA Managed Account platform.

William Sininger is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with SPC and Sigma Financial Company, having previously worked at LPL Financial, Parkland Securities, and Sigma Financial Corporation. Outside of his advisory roles, he is involved in the sale of non-variable life and health insurance products. 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 plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Steven Morse is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His career includes nearly three decades at SIGMA Financial Corporation and his own firm, Steven W Morse Inc, where he provided tax planning, tax preparation, and financial planning services. Outside of advisory work, he is president of Steven Morse & Company, offering tax-related services, and is a licensed agent for life insurance and fixed annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services that utilize fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform partnerships and affiliated asset managers.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one enterprise structure.