Thomas Taylor is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Sigma Financial Corporation since 1992. Taylor is also the owner of The Taylor Agency of Southern MI Inc., where he is involved in the sale of fixed insurance and tax preparation services. He serves as chairman of the church council for St. Stephen Lutheran Church. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a large network of advisors, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

Eric Swalla is a financial advisor at SPC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2012. Outside of his advisory role, he is involved in the sale of water testing equipment through a separate business. 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, delivering both discretionary and nondiscretionary investment strategies.

Alexis Carpenter is a financial advisor at PNC Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining PNC Wealth Management, Alexis worked at LPL Enterprise LLC and held positions outside the financial sector, including roles at HCL America, Inc. and Maryville University of St Louis. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and delegates portfolio implementation to third parties.

Brian Schmitt Jr. is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 2006 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for a homeowners association. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, relying on centralized technology and model solutions to manage approximately $29.2 billion in assets.

William Williams is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Outside of finance, Williams officiates youth hockey games and serves as an off-ice official for the National Hockey League (NHL). Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of advisory programs with services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

William Creson is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with TIAA-CREF and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time financial planning with ongoing discretionary management using model or customized portfolios and serves as adviser to a donor-advised fund.

Scott Keller is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with SPC and has worked at Parkland Securities since 2014. SPC serves a diverse client base including individuals, charitable organizations, corporations, and 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 services with a focus on discretionary management and collaborative third-party arrangements.

Trecia Scribner is a financial advisor with Valic Financial Advisors in Novi, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp for over 16 years. Outside of her advisory role, she coaches junior varsity volleyball for a high school team. Valic Financial Advisors serves U.S.-domiciled 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-developed UMA models for portfolio construction.

Matthew Bowden is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently a financial professional at Two Bird Wealth Strategies and a wealth advisor with CWM, LLC dba Carson Partners. Bowden previously worked at RFC Financial Planners and Ash Brokerage Corp among other firms. He serves as a board member for the Logan Elementary PTSO, where he helps plan and organize community events. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Michael Addor is a CFP® and ChFC® at Hantz Financial Services, Inc. in Ann Arbor, MI, with 36 years of industry experience. He has been with Hantz since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and advanced technology such as Direct Indexing and AI-assisted data aggregation in its investment approach.

Ryan Hocker is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, HSBC, and served in the Michigan House of Representatives. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Carrie Cole is a CFP®-designated financial advisor with 39 years of industry experience, currently serving at SPC since 2012. She also owns Smart Divorce Planning, LLC, where she provides advisory services related to asset division and retirement plans in divorce cases. Additionally, she operates Easy QDRO, LLC, focusing on Qualified Domestic Relations Orders and pension valuations. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Howard Meyers is a financial advisor with Valic Financial Advisors in Novi, MI, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2000. Outside of his advisory role, he serves as Vice President of the Detroit Tennis Club, a member-owned nonprofit tennis club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models for portfolio construction and management.

Shane Knechtges is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corp. and Sigma Financial Corporation since 2025. Outside of his advisory role, he is active as a real estate salesperson with Maxim Properties in Farmington Hills, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Fred Elias is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Sigma Financial Corporation and Mattar Financial, where he offers financial products and services. Elias is also independently licensed as an insurance agent, providing group benefits such as health, life, disability, accident, and critical illness insurance. 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 network of advisors and delivers tailored, discretionary advice through various account programs while maintaining affiliations with broker-dealers and insurance agencies.

Spiro Voutsaras is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has operated Voutsaras Financial since 1987. Outside of his advisory role, he runs G3 Strategic Advisors, offering investment, insurance, and retirement planning advice. SPC serves a diverse client base including individual and high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Micah White is a financial advisor with TIAA-CREF in Ann Arbor, MI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining TIAA-CREF in 2023, he held various roles with firms including Vanguard Advisers, Inc., and worked in delivery services for companies such as Uber and DoorDash. Outside of his advisory work, he has experience delivering food via Uber Eats. 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 TIAA-administered employer retirement relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated investment structure.

Jennifer Jensen is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include long tenures at Sigma Financial Corporation and Parkland Securities. Outside of her advisory work, she owns Jen Bacarella Photography as a personal hobby and serves on the board of a local non-profit supporting Saline High School’s track team. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Michael Glaab is a CFP® with 31 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1994 and has been involved with Individual Financial Planning LLC since 1984. Outside of his advisory work, he is a member of the Huron Township Applefest Committee. 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.

William Mccurdy is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Cornerstone Financial Services, CoreCap Advisors, Bank of Ann Arbor, TIAA, Vista Maria, and Charles Schwab. He is also licensed as an insurance agent, selling insurance products and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates on a fiduciary model and utilizes technology platforms and third-party managers to implement a broad range of investment strategies.