David Davis II is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with SPC and previously worked at infinex Investments, Inc. and Flagstar Bank. Outside of advising, Davis officiates adult and minor hockey games and serves as Growth and Tournament Director for the Jackson Area Hockey Association. SPC serves a diverse clientele including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily via discretionary management with options for nondiscretionary and direct-at-fund approaches.

Nicholas Stroia is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Sigma Financial Corporation since 1998. Outside of his advisory role, he is a member of the Knights of Columbus, Southgate Rotary Club, and Entrepreneurs Organization, and serves as successor trustee of his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm delivers tailored investment strategies with options for discretionary and nondiscretionary management and maintains affiliations with broker-dealers and insurance agencies to provide a broad range of retirement services.

Andrew Kilbarger is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corp over his career. He is also involved in the sale of life insurance products including annuities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and service platforms.

Mark Kraushaar is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he is the CEO and owner of Bell Title Company, a title and escrow services firm he has operated since 1993. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages 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.

Jose Yanez is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Financial Corporation since 2009. Yanez serves on the board of the Mason Public School Foundation, which raises funds for student programs and classroom equipment. SPC serves a diverse client base including individuals, 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, delivering strategies based on client suitability with discretionary and nondiscretionary management options.

Theodore Drabing is a financial advisor at SPC with Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Parkland Securities, LLC and Financial Services of America. Outside of financial advising, he works as a server at a restaurant in Brighton, Michigan. 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 offers tailored, discretionary investment advice through various account programs.

Molly Shope is a financial advisor with SPC in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She has worked with Sigma Planning Corporation since 2009 and Sigma Financial Corporation since 2008. Outside of her advisory role, she is involved with Shope & Associates, where she sells various types of insurance through multiple companies. SPC offers 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 and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Grant Praschan is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked at SPC since 2019 and has also been associated with Parkland Securities and Sigma Financial Corporation. In addition to his advisory role, he provides technical support at Colony Street Capital in Saline, MI. SPC offers 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.

Zachary Parker is a Series 66-licensed financial advisor with SPC in Ann Arbor, MI, and has 10 years of industry experience. He has worked at SPC since 2017 and is also affiliated with Parkland Securities, LLC and Sigma Financial Corporation. In addition to his advisory roles, he is involved in the sale of term life insurance through 3D Advisors and Ethos Life. 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 services through various account programs, offering tailored and discretionary investment advice.

Lawrence Epple is a CFP® professional with 40 years of industry experience, currently serving with SPC. His career includes roles at Sigma Financial Corporation and Lincoln Financial Securities Corporation. Outside of his advisory work, he owns and assists in operating a nursery business. 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, with a service model that includes discretionary and nondiscretionary management options.

Christopher Michalak is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera Planning Partners and has held roles at multiple Cetera entities and Avantax firms. Michalak serves on local community boards in Saline, Michigan, including the CARES Board and the Local Development Finance Authority committee for the city of Saline. He is also president of Capstone Tax & Financial, a tax preparation and accounting business. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services while leveraging a diverse, document-driven investment approach matched to client objectives and risk tolerance.

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Troy Spooner is a financial advisor with SPC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His previous roles include positions at Parkland Securities LLC and Questar Capital Corporation. Outside of advisory work, he is also engaged as an insurance agent involved in selling fixed annuities and various insurance products. 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 offers tailored, discretionary investment advice through a large network of advisors and delivers services via multiple account programs in partnership with Fidelity/NFS and other third-party providers.

Richard Phillips is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 designations and 11 years of industry experience. His previous roles include positions at Parkland Securities, Sigma Financial Corporation, Northwestern Mutual Investment Services LLC, David Sokol, and Raymond James & Associates. 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, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan Foundation. 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 through a network of over 460 investment adviser representatives.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. 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 both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Brian Callaghan is a financial advisor with SPC based in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation and five years with Sigma Financial Corporation and Sigma Planning Corporation. Outside of his advisory role, he is also licensed as an insurance agent offering various insurance and annuity products. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse 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, primarily through managed account programs and partnerships with third-party providers.

Derrel Kent is a financial advisor with Key Investment Services LLC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a licensed driver education instructor, providing classroom and behind-the-wheel training to teenage students. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary implementation and emphasizes wrap-fee programs alongside custodial and insurance services.

Jody Stolicker is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2020. Prior to this, Stolicker worked at Sigma Financial Corporation and Retirement Income Solutions, Inc. She is also involved in the sale of non-variable insurance products, including fixed annuities, through approved FMOs of Sigma Financial Corp. 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 multiple account programs.