Morris Hall Jr. is a financial advisor at SPC with a Series 66 designation. He has 16 years of experience with Maxim Financial LLC/Kaye Financial and has been associated with SPC and Sigma Financial Corp since 2026. Outside of advising, he is involved with Maxim Properties LLC. 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 through various account programs.

Steven Brunner is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SPC since 2004. Outside of his advisory role, he serves as a trustee of his father’s trust and is a notary public in Michigan. 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 discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers within a structured compliance framework.

Philip Grimm is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is affiliated with SPC and has previously worked at firms including Parkland Securities, Sigma Financial Corporation, Pinnacle Wealth Management, and Berthel Fisher & Co. Financial Services. In addition to his advisory role, he is involved in the sale of fixed and fixed indexed annuities and offers financial services through his own DBA, Philip Grimm Financial Planning. 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 broad advisory network and delivers tailored, discretionary advice through various account programs, with custody and execution services provided via Fidelity/NFS.

Jamey Buckner is a financial advisor at SPC with 9 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation since 2018 and at Sigma Financial Corporation since 2016. Outside of his advisory work, Buckner prepares tax returns for clients through Lotus Financial Services during tax season. 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 delivers tailored, discretionary investment advice through a large network of advisors and offers services via platforms like SIGMA Managed Account and the Axis Platform.

Randolph Pistor is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Financial Corporation, and Dickinson Wright PLLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary management with options for nondiscretionary arrangements and works with third-party managers while maintaining formal succession protocols and compliance controls.

James Park is a financial advisor at TIAA-CREF in Ann Arbor, MI, with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Northwestern Mutual Life Insurance Company and DMT USA Inc, as well as a brief period at Carrigan Cafe. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including point-in-time financial planning and ongoing discretionary portfolio management with both model and customized portfolios.

Michael Reid is a ChFC® with 37 years of experience in the financial services industry. He has worked at Hantz Financial Services, Inc. since 1998 and has been with JRH Financial Services since 2002. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance offerings.

David Goldberg is a CFP® with over 41 years of industry experience, currently serving at SPC since 2006. He also has a long tenure at Sigma Financial Corporation that dates back to 1999. Goldberg serves as co-trustee on two family trusts and provides notary services in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party investment advisers.

Dennis Marrs is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. Marrs is also an insurance agent appointed with various insurance companies. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with discretionary and nondiscretionary management options.

Kristiana Shipway is a CFP®-credentialed financial advisor with 17 years of industry experience. She has been with Stratos Wealth Partners, Ltd since 2013 and previously worked at First Heartland Consultants, Inc. Shipway operates out of Northville, MI. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture model that integrates multiple platforms and managers.

Douglas Watts is a CFP®, ChFC®, and Series 66-registered advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior experience includes roles at Vintage Financial Services, Bank of America, Merrill, MML Investors Services, Mass Mutual Life Insurance Company, the Commonwealth of Pennsylvania, and Biomeme Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

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.

Michael Snider is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Edward Jones from 2015 to 2017 before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds.

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.

Anthony Ruda is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following eight years at Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a nonprofit chamber music society. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

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.