Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.

David Toeppe is a financial advisor with SPC, holding a Series 66 credential and 17 years of industry experience. He has worked at SPC since 2009 and has held roles at Cambridge Investment Research and Edward Jones. Outside of his advisory work, he operates Lotus Financial Partners, offering financial services and tax preparation. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, retirement plans, and organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related 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 options tailored to client needs.

George Hutchens is a financial advisor with SPC, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Parkland Securities, LPL Financial, and Sigma Financial Corporation. SPC provides 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 supports a large advisory network and offers tailored, discretionary investment advice through various account programs.

Jacob Wasko is a CFP® professional with five years of industry experience. He has been with Mariner Wealth Advisors since 2019 and previously worked at Zhang Financial and Synergy Capital Solutions. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides a range of strategies across asset classes, along with integrated tax, accounting, and family office services.

Derrick Winke is a financial advisor with SPC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at SPC since 2005 and has longstanding affiliations with Sigma Financial Corporation, Red Financial Services Inc., and his own firms dating back to the early 1980s. Outside of advisory work, Winke is involved in tax preparation and planning services through Wink Inc., serves as a volunteer crisis counselor and board member for the National Pancreas Foundation’s Michigan chapter, and acts as co-trustee and executor for family trusts and estates. SPC serves a diverse client base including individuals, 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, offering both discretionary and nondiscretionary investment arrangements tailored to client needs.

Deidra Stierle is a financial advisor with SPC, holding a Series 66 license and seven years of industry experience. Her prior work includes positions at Parkland Securities, Sigma Financial Corporation, and Edward Jones. Outside of finance, she is an associate Jazzercise instructor and engages in freelance graphic design and book layout, as well as crafting knitting and crochet projects sold at local craft shows. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Richard Leidal is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005 and has served with Corporate Fringe Benefits Consultants, Inc. since 1982. Leidal serves on the boards of Corporate Fringe Benefits Consultants and Michigan College Funding LLC, which provides college planning services. SPC serves a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains affiliated broker-dealer and insurance entities to offer a comprehensive service model.

Rodney Clark is a CFP® professional with 36 years of industry experience, currently serving at SPC since 2012. He is also an independently licensed insurance agent involved in the sale of fixed life, annuity, and health products through his own agency, Rod Clark Financial Services, Inc. SPC serves a diverse client base including high-net-worth 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 through a network of over 460 advisers.

Jacob Sawyer is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018. His prior experience includes roles at FSA Advisors, Inc., Independence Capital Co., Inc., and Financial Service of America. 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 employer retirement plan relationships. The firm’s advisory model separates one-time planning from ongoing portfolio management and includes services such as donor-advised funds and customized portfolio management under a fiduciary standard.

Austin Tapley is a CFP® and ChFC® with three years of industry experience, currently advising clients at Hantz Financial Services, Inc. in Ann Arbor, MI. His background includes roles outside finance, notably running a snow services and landscaping business and working in education from 2013 to 2023. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses advanced technology platforms for asset management and tax optimization, combining advisory and broker-dealer functions along with mortgage and insurance product distribution.

Kaylie Shepard is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding a Series 66 credential and two years of industry experience. Her background includes roles at Affinity Wealth Solutions, Bankers Life, Northwood University, Elder Ridge Manor, and Stockbridge Community Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a range of managed account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Timothy Greene is a financial advisor with SPC in Ann Arbor, MI, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Sigma Planning Corporation since 2006 and Sigma Financial Corporation since 1996. In addition to his advisory work, Greene provides legal services as an attorney and counselor and serves as Co-Trustee of the Greene Family Trust. 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 network of advisors and offers tailored, discretionary investment advice through multiple account programs.

Sara Rogozan Deal is a CFP®-certified financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She has been affiliated with Citizens Securities and Citizens Bank throughout her career. Additionally, Sara is a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by its status as a bank-owned broker-dealer.

Donald Allison is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, National Life Group, Equity Services, and 3Silver. He is the founder and director of Happy Snail, a community organization focused on mental health and community building. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, 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 delivered at the individual advisor level.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. He holds a Series 66 designation and has one year of industry experience, having joined Hantz Financial Services in 2025. Prior to his advisory role, he held various positions including at Tropical Smoothie Cafe and Target, and has been involved with academic institutions such as the University of Michigan - Flint and Macomb Community College. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within a distinctive enterprise structure.

Miguel Wodkowski is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, and PNC Wealth Management among other firms. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering investment programs such as mutual fund and ETF models, separately managed accounts, and direct indexing via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and supports a broad platform of portfolio management services.

Theresa Serafimovski is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2011. In addition to her advisory work, she is a licensed attorney in Michigan providing general legal services through her professional limited liability company. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning services and ongoing discretionary management, utilizing model portfolios and customized strategies while adhering to a fiduciary standard.

Eric Boddy is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years before joining SPC and Sigma Financial Corp in 2025. Boddy is also involved in the sale of non-variable life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.