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 Carson Wealth based in Ann Arbor, MI. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior roles include positions at Raymond James & Associates, TrueNorth 42 Wealth, and OEConnection, LLC. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and sub-advisory services, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.

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.

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 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® with 13 years of experience in the financial services industry. He is a financial professional at Two Bird Wealth Strategies and serves as a wealth advisor at Carson Wealth. Bowden is also a board member of the Logan Elementary PTSO, where he participates in planning and organizing community events. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical inputs to construct and monitor model portfolios.

Michael Addor is a CFP® and ChFC® at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He has been with Hantz since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and advanced technology such as Direct Indexing and AI-assisted data aggregation in its investment approach.

Carrie Cole is a CFP®-designated financial advisor with 39 years of industry experience, currently serving at SPC since 2012. She also owns Smart Divorce Planning, LLC, where she provides advisory services related to asset division and retirement plans in divorce cases. Additionally, she operates Easy QDRO, LLC, focusing on Qualified Domestic Relations Orders and pension valuations. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Shane Knechtges is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corp. and Sigma Financial Corporation since 2025. Outside of his advisory role, he is active as a real estate salesperson with Maxim Properties in Farmington Hills, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Fred Elias is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Sigma Financial Corporation and Mattar Financial for over a decade. Outside of his advisory roles, he is independently licensed as an insurance agent appointed with various insurance companies and involved with Corporate Benefit Solutions, a full-service benefits company offering group insurance products. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through multiple account programs and strategic partnerships.

Spiro Voutsaras is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has operated Voutsaras Financial since 1987. Outside of his advisory role, he runs G3 Strategic Advisors, offering investment, insurance, and retirement planning advice. SPC serves a diverse client base including individual and high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Micah White is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining TIAA-CREF in 2023, he held various roles with firms including Vanguard Advisers, Inc., and worked in delivery services for companies such as Uber and DoorDash. Outside of his advisory work, he has experience delivering food via Uber Eats. 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 TIAA-administered employer retirement relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated investment structure.

Jennifer Jensen is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes long tenures at Sigma Financial Corporation and Parkland Securities, along with recent roles at Triad Advisors and Triad Hybrid Solutions. Outside of advising, she owns Jen Bacarella Photography and serves on the board of Saline Track and Field Fund, a local nonprofit supporting high school athletics. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and retirement plan consulting, leveraging multiple analysis approaches and platform integrations to provide access to alternative investments and specialized management strategies.

Michael Glaab is a CFP® with 31 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1994 and has been involved with Individual Financial Planning LLC since 1984. Outside of his advisory work, he is a member of the Huron Township Applefest Committee. 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 plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Anastasia Cadotte is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Parkland Securities since 2014 and has been affiliated with Sigma Planning Corporation and Sigma Financial since 2008 and 2007, respectively. She has also provided support for the vote count of Teamsters officials through the Office of the Election Supervisor for the International Brotherhood of Teamsters. 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 services, employing a structure that integrates affiliated broker-dealers and insurance agencies and supports various fiduciary and non-fiduciary retirement functions.

Craig Schembri is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Sigma Planning Corporation since 2010 and Sigma Financial Corporation since 1996. Outside of his advisory role, he is a licensed real estate agent and a partner in several real estate investment ventures focused on land and residential development in Southwest Florida. 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 management options.

Kenneth Stire Jr. is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC since 2017. Prior to that, he was associated with Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and has been president and owner of Oakland Group Services, a company focused on employee benefit sales and health insurance, since 1982. 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, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment services.

Jeffrey Zapolski is a financial advisor with PNC Wealth Management in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior experience includes positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.