Kurt Berger is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, Sigma Planning Corporation since 2009, and Sigma Financial Corporation since 2006. Outside of his advisory work, he buys and sells collectibles on online auction websites. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Mark Eyre is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2015. Outside of his advisory role, he operates a financial services business under the name Trademark Investments. 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 through a network of over 460 advisers.

George Herr is a CFP® professional with two years of experience at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Ford Motor for 30 years. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing multi-factor tilts, low-cost index vehicles, and tax management strategies.

Aileen Ryan is a financial advisor at SPC with 19 years of industry experience. She holds a Series 66 designation and has worked at Parkland Securities and Sigma Financial Corporation during her career. 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 advisers managing approximately $5.66 billion in assets.

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and South Lyon Schools. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party strategies and technology tools to support advisors and clients.

Paul Downs is a financial advisor with Valic Financial Advisors in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors and Auto Club Funds, Inc. since 2004 and has also worked as an agent with Agia since 2022. Additionally, he is a commissioned notary public in Michigan, notarizing documents as needed in the course of his financial advisory duties. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios with options for tax and ESG overlay services.

Marie Smith is a CFP® professional with one year of industry experience, currently serving as an advisor at Mariner. Her background includes multiple roles at Mariner as well as positions at Michigan State University and Kellogg Company. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, institutions, and charitable organizations. The firm combines in-house research with third-party managers and offers specialized services such as coordinated tax compliance and Core Family Office solutions.

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 CFP® with 14 years of industry experience, currently serving as a financial advisor at SPC and Sigma Financial Corporation. His prior roles include positions at Pinnacle Wealth Management, Inc. and Berthel Fisher & Co. Financial Services Inc. Grimm is also involved in the sale of fixed and fixed indexed annuities through approved FMOs. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through various account programs, emphasizing tailored and discretionary advice at the individual advisor level.

Jamey Buckner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation since 2018 and Sigma Financial Corporation since 2016. Outside of his advisory role, Buckner prepares taxes for clients during tax season through Lotus Financial Services. 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, typically providing discretionary management with options for nondiscretionary arrangements.

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 financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 66 licenses. He has worked at Hantz Financial Services since 1998 and at JRH Financial Services since 2002. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies alongside separately managed accounts and direct indexing, supported by affiliated entities including a trust bank and in-house tax and consulting services.

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® professional with 17 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. Outside of her advisory role, she is involved in selling and servicing fixed insurance products through an outside general agent. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach.

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.