Grant Hedley is a financial advisor with SPC in Ann Arbor, MI, holding Series 66 and Series 65 licenses and with 17 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory role, he has been involved with Right Brain Brewery for over a decade. 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 supports a large network of investment adviser representatives and delivers customized, discretionary advice primarily through the SIGMA Managed Account and other investment programs.

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.

Brian Bonsall is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

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.

Kristin Nederveld is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank and Rite Aid Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides access to multiple discretionary managed-account programs, including advisor-directed models and third-party portfolio managers, and is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Patrick Hassett is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. He is also involved with Donadio Financial Services and Donadio & Associates Inc., where he provides financial services and non-variable 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, providing both discretionary and nondiscretionary management tailored to client needs.

Mark Oldenburg is a financial advisor with SPC, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with SPC since 2012 and also works with Sigma Financial Corporation. Outside of his advisory roles, he is president and sole owner of The Oldenburg Company, Inc., which operates as a third-party administrator. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides discretionary and nondiscretionary management options and maintains relationships with third-party managers while supporting a custodial platform for trading and reporting.

Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Ashley Jackson is a financial advisor at SPC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Parkland Securities since 2014, SPC since 2012, and Sigma Financial Corporation since 2008. 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 primarily through discretionary management with options for nondiscretionary arrangements.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Matthew Bailey is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and Trinity Health Senior Communities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, incorporating multiple investment strategies and third-party portfolio managers.

Robert Groves Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as co-trustee for his mother’s trust. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Mark Rush is a financial advisor at SPC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and Comerica Securities. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad 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, including the SIGMA Managed Account.

Christopher Kelly Jr. is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2017 and previously at Wunderlich Securities from 2010 to 2017. He operates under the name Fulcrum Point Wealth Management for his financial services practice. SPC serves a diverse client base including individual investors, 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, combining discretionary and nondiscretionary management approaches alongside a unique corporate structure that integrates affiliated broker-dealers and insurance agencies.

Jeffrey Tubbs is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corp. since 1999 and also has long-term affiliations with Signator Investors, Inc. and Sigma Financial Corporation. Outside of his advisory role, he is involved with THE Michigan WEALTH MANAGEMENT GROUP, LLC, which sells life, health, and long-term care insurance. SPC serves a diverse client base that includes individuals, 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, providing both discretionary and nondiscretionary management options.

Bonnie Luternow is a CFP® and holds a Series 66 license, with 24 years of industry experience. She has been with Sigma Planning Corporation and Sigma Financial Corporation since 2010. Outside of her advisory role, she volunteers as a Harvard College class secretary and admissions interviewer, serves as a volunteer tax preparer for the AARP Foundation, and works as an election inspector in Springfield Township, MI. 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 supports a large advisory network delivering tailored, discretionary advice, and maintains a strategic partnership with Fidelity and other third-party providers.

Steven Jagusch is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1999. Jagusch also operates S Jagusch & Associates and Steve Jagusch & Associates, with respective histories dating back to 1984 and 1990. Outside of his advisory work, he serves as an honorary board member for the Highland Township Senior Activities Center in Michigan. 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 services, delivering both discretionary and nondiscretionary investment strategies.