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.

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® with 21 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2004. Based in Ann Arbor, MI, he holds Series 63 and Series 65 licenses. 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 affiliated trust, tax, consulting, insurance, and mortgage businesses.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

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.

Marcus Smith is a CFP® with 10 years of industry experience, currently advising at Empower Advisory Group. His prior experience includes roles at Advised Assets Group, LLC, Infinity Wealth Management, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm emphasizes integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Sarah Bumstead is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2019, following three years at Blue Prairie Group, LLC. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Anthony Ruda is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent eight years with Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a not-for-profit chamber music society, where he is involved in artist selection and speaks before concerts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and a variety of investment vehicles, with an emphasis on both discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

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.

Nolan Klavon 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 positions in various sectors including insulation, food service, and education. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and additional services such as mortgage brokerage and insurance through affiliated agencies.

Cyle Gillman is a financial advisor at SPC with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, The Huntington Investment Company, Parkland Securities, Sigma Planning Corporation, and Sigma Financial Corporation. He is also involved in managing Northern Michigan Insurance and Financial LLC and operates a financial services business under the name IvoryGrey Financial Strategies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Patrick Shope is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with SPC since 2013 and also provides investment advisory services through his DBA, Shope & Associates, LLC. 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 through a large network of advisors.

Micah Webb is a financial advisor at SPC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities since 2014 and SPC since 2013. Webb also sells life insurance through various insurance companies. 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 plan services delivered through a network of over 460 advisers managing approximately $5.66 billion in assets.

Mark Steinman is a financial advisor at SPC with 15 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2010. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, utilizing discretionary management and various client-directed strategies.

Kenneth Burek is a CFP® with 32 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 2008 and operates a financial services practice under the name Burek Financial Services. In addition to advisory work, he sells various lines of insurance and fixed indexed annuities through multiple carriers. SPC serves individual clients, 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, with a corporate structure that includes affiliated broker-dealers and insurance agencies.

Nicholas Field is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities, SPC, and Sigma Financial Corporation since 2015. Outside of his advisory role, he is involved in consulting for a family-owned facilities maintenance business in Saline, Michigan. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers 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 investment strategies alongside co-advisor and promoter arrangements with third-party managers.