Michael Turner is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Hantz Financial Services since 2017 and previously was employed at XPO Logistics from 2013 to 2017. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and combines these with separately managed accounts and third-party money managers, while also providing access to alternative investments and advanced tools such as generative AI for client data analysis.

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. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held roles at Wolverine Water, Kamins Parts Plus, and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers a range of services including financial planning, portfolio and wealth management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Robert Groves Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as co-trustee for his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

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.

Jeffrey Tubbs is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corp. since 1999 and also has long-term affiliations with Signator Investors, Inc. and Sigma Financial Corporation. Outside of his advisory role, he is involved with THE Michigan WEALTH MANAGEMENT GROUP, LLC, which sells life, health, and long-term care insurance. SPC serves a diverse client base that includes individuals, 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, providing both discretionary and nondiscretionary management options.

Eric Roberts is a financial advisor at TIAA‑CREF with 16 years of industry experience. He holds a Series 66 designation and has been with TIAA‑CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options.

Bonnie Luternow is a CFP® and holds a Series 66 license, with 24 years of industry experience. She has been with Sigma Planning Corporation and Sigma Financial Corporation since 2010. Outside of her advisory role, she volunteers as a Harvard College class secretary and admissions interviewer, serves as a volunteer tax preparer for the AARP Foundation, and works as an election inspector in Springfield Township, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary advice, and maintains a strategic partnership with Fidelity and other third-party providers.

Steven Jagusch is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1999. Jagusch also operates S Jagusch & Associates and Steve Jagusch & Associates, with respective histories dating back to 1984 and 1990. Outside of his advisory work, he serves as an honorary board member for the Highland Township Senior Activities Center 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 services, delivering both discretionary and nondiscretionary investment strategies.

Thomas Reid is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with TIAA-CREF and Tiaa since 2018 and previously worked at Citizens Securities, Inc. and CCO Investment Services Corp. He also has experience related to extended travel in 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients frequently connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund while employing a fiduciary standard in its RIA services.

Joseph Kowalsky is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2010. Outside of his advisory role, Kowalsky serves on the board of the Cryonics Institute, is president and board member of Organs for Life, Inc., and volunteers as an associate editor for Long Life Magazine and at the Redford Theatre in various capacities. 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 services, delivering discretionary and nondiscretionary investment strategies supported by a unique corporate structure integrating affiliated broker-dealers and insurance agencies.

Heather Gosnick is a Series 65-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. She owns and provides professional tax services through Leverage Tax Services and Consulting, LLC, and has a legal background as an attorney with Gosnick Legal, PLLC. Prior to joining Hantz Financial Services, she held roles at Hantz Tax and Business and Intuit Inc. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by a range of affiliated financial and implementation capabilities.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anthony Kubien is a financial advisor at SPC with 24 years of industry experience. He holds the Series 66 designation and has been with Sigma Planning Corporation since 2008 and Sigma Financial Corporation since 2002. He is the managing member of Kubien LLC, which operates Harvest Partners Financial, a financial services and insurance agency licensed in Michigan. 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.

Kevin O'Neill is a CFP® professional with 24 years of industry experience, currently serving at SPC since 2004. He is also involved with Strategic Planning Concepts LLC, providing financial services and consulting. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Mark Woolhiser is a financial advisor at SPC with 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2002. His credentials include Series 63 and Series 65 licenses. 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 service model that integrates affiliated broker-dealers and insurance agencies.

Neil Weissman is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in a private real estate venture capital and private equity investment through Weissy Investments. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a range of strategies including fundamental, technical, and quantitative analysis, with services delivered on both discretionary and non-discretionary bases.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Hantz Financial Services, he worked at Albion College and in various other roles including at Bilco Tool and Triolet Lawn and Curb. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individuals, corporate, and retirement plan sponsors. The firm employs diversified, ETF-centered model portfolios and offers services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage through affiliated agencies.