Anastasia Cadotte is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Parkland Securities since 2014 and has been affiliated with Sigma Planning Corporation and Sigma Financial since 2008 and 2007, respectively. She has also provided support for the vote count of Teamsters officials through the Office of the Election Supervisor for the International Brotherhood of Teamsters. 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 services, employing a structure that integrates affiliated broker-dealers and insurance agencies and supports various fiduciary and non-fiduciary retirement functions.

Craig Schembri is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Sigma Planning Corporation since 2010 and Sigma Financial Corporation since 1996. Outside of his advisory role, he is a licensed real estate agent and a partner in several real estate investment ventures focused on land and residential development in Southwest Florida. 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, offering both discretionary and nondiscretionary management options.

Kenneth Stire Jr. is a financial advisor at SPC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SPC since 2017. Prior to that, he was associated with Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and has been president and owner of Oakland Group Services, a company focused on employee benefit sales and health insurance, since 1982. 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, combining discretionary and nondiscretionary strategies with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Teresa Gerhardt is a CFP® professional with five years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent three years with Retirement Income Solutions. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party manager allocations and providing specialized retirement plan solutions.

Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment services.

Jeffrey Zapolski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining PNC, he worked extensively with Fidelity Investments in various advisory roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party portfolio management.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in the financial industry. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and technology-enabled services.

Matthew Vigo is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SPC since 2013, Parkland Securities since 2014, and Sigma Financial Corporation since 2000. Outside of his advisory roles, he sells various insurance products through multiple insurance companies. 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 strategies based on client suitability with options for discretionary and nondiscretionary management.

Charles Milliken is a CFP® professional with 41 years of industry experience, currently serving at SPC since 2012. He holds a Series 63 license and has also worked with Sigma Financial Corporation during the same period. Outside of his advisory role, he is the secretary of his men's golf league and prepares income tax returns. 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 structure that supports both fiduciary and non-fiduciary retirement services through affiliated broker-dealers and insurance agencies.

Alex Leidal is a financial advisor at SPC with a Series 66 designation and one year of industry experience. His prior roles include positions at Corporate Fringe Benefits, Inc., Rogue Risk, Johnston Lewis Associates, and Phil Klein Insurance Group. 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.

Steven Deceuninck is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2020. Prior to this, he operated Sd Financial Pathways, LLC from 2013 to 2019. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm emphasizes a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement, tax, and estate-planning support.

Griffin Jenkinson is a Series 66-licensed financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, bringing one year of industry experience. Prior to joining Hantz Financial Services, he held roles at The Weed Lady and Landaal Packaging. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management with ETF-based model portfolios and third-party SMAs, alongside brokerage, mortgage-broker, and insurance distribution through affiliated entities.

Adam Smith is a financial advisor with PNC Wealth Management in Canton, MI, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at PNC Investments since 2017, following roles at Fifth Third Securities and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform that uses algorithmic risk assessments and invests via approved model strategies managed by PNC or third-party strategists.

Grayson Richter is a financial advisor at J. W. Cole Advisors, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Greenway Building Solutions, and experience in education and construction sectors. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients, utilizing both discretionary and non-discretionary strategies and various third-party platforms.

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.