Ryan Asti is a CFP®-credentialed financial advisor with 24 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2004. Asti serves as a board member for the Better Business Bureau of Detroit/Eastern Michigan and operates an online golf merchandise business, Golfs Black Book. 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, employing a range of discretionary and nondiscretionary strategies supported by a custodial platform and third-party manager collaborations.

Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including education and food service prior to joining Hantz Financial Services. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios combined with third-party managers and technology platforms to deliver financial planning, wealth management, and consulting services.

John Mcclellan is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2007 and Parkland Securities since 2014. He also serves as a FINRA arbitrator, hearing and deciding customer and advisor disputes. 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, delivering strategies primarily through discretionary management with periodic monitoring and rebalancing.

Peter Lenart is a Series 66 credentialed financial advisor with 17 years of industry experience, currently working at &Partners. His prior experience includes roles at Wells Fargo Clearing, Spc, Parkland Securities, and Sigma Financial Corporation. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches utilizing multiple analysis methods and third-party strategies.

Robert Blalock is a financial advisor with Fifth Third Securities, Inc. in Canton, MI, holding CFP® and ChFC® designations and eight years of industry experience. His previous roles include positions at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Fifth Third Securities serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Jonathan Thomas is a financial advisor with PNC Wealth Management in Livonia, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining PNC Wealth Management in 2025, he worked at several firms including Bank of America, Merrill, and Northwestern Mutual. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic assessments to recommend risk bands and employs mutual funds and ETFs managed by PNC or third-party strategists.

Michael Themm 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 been with Hantz Financial Services since 2017, including its earlier form starting in 2017. Prior to that, he worked at Ann Arbor Gold & Outing Club and the University of Michigan-Flint. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios across multiple risk levels, incorporating third-party managers, unified managed accounts, and Direct Indexing with automated tax-loss harvesting capabilities.

Kenneth Nutt is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2005. Nutt is also a board member of The Robby Atherton Foundation, where he participates in decisions related to fundraisers and scholarships. He is involved as an investor in Camera Comrade, an online marketplace for photography and videography services founded by his son. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Ching Po Wang is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Sigma Planning Corporation and Parkland Securities LLC since 2018 and was previously with Axa Advisors, LLC from 2013 to 2018. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies, offering life, health, long-term care, disability insurance, and annuities. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and supports a range of fiduciary and non-fiduciary retirement services.

Nathan Bila is a financial advisor with SPC based in Ann Arbor, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Sigma Financial Corporation and Northwestern Mutual. Outside of his advisory work, he participates in a seasonal role helping supervise children at a ski school. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services and the University of Michigan. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable and corporate clients, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and offers a combination of advisory, brokerage, mortgage, and insurance services.

John Kashinsky is a CFP® with 51 years of industry experience, currently serving at SPC. His career includes long-term roles at Sigma Planning Corporation, Sigma Financial Corporation, Action Financial Planning Inc., Federal Kemper, INA/CIGNA, and Jackson National. He holds volunteer and leadership positions outside of his advisory work, including serving as a Reserve Macomb County Sheriff Marine Safety Officer and as President of the Board of Trustees of the Masonic Temple Association of Detroit. 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 retirement plan services, utilizing discretionary and nondiscretionary strategies tailored to client suitability.

Joseph Lezotte is a CFP® with 20 years of industry experience, currently serving at SPC since 2007. He has been associated with Sigma Financial Corporation since 2005. Outside of his advisory role, he is a board member of GPA Gift of Hearing, a nonprofit organization providing hearing aids to those in need. 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 services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. 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, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Christopher Hylen is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at firms such as Swan Global Investments, LPL Financial, and Howard Bailey Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active management, supported by quantitative, momentum, and fundamental analysis.

Andrew Grimston is a financial advisor with SPC, holding a Series 66 designation and 13 years of industry experience. He has been with SPC since 2013 and also works with Sigma Financial Corporation. Outside of his advisory roles, he provides financial services and sells various insurance products, including fixed index annuities, through Harvest Partners Financial. 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 strategies through discretionary and nondiscretionary arrangements.

Grant Hedley is a financial advisor with SPC in Ann Arbor, MI, holding Series 65 and Series 66 designations and bringing 17 years of industry experience. He has been associated with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory work, he has been involved with Right Brain Brewery since 2012. 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 operates a large advisory network and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other program offerings.

Douglas Vanderstelt is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates an independent fixed insurance business and sells life and health insurance products. 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 offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary management with periodic monitoring, rebalancing, and model-portfolio options.

Kevin Carey is a financial advisor with SPC in Ypsilanti, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Investacorp, Inc. from 2006 to 2020 before joining Sigma Financial in 2020. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Richard Orbain III is a financial advisor at SPC in Ann Arbor, MI, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at Sigma Financial Corporation, Sigma Planning Corp., and River Oaks Wealth Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.