Robert Johnson is a financial advisor at SPC with ChFC® and Series 63 and 65 designations and 45 years of industry experience. He has been with SPC since 2015 and concurrently serves at Sigma Financial Corporation since 2010. Outside of his advisory roles, he manages and owns a hunting club called Little Prairie Hunt Club, established in 1983. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored and discretionary advice and maintains notable affiliations with broker-dealers and insurance agencies.

Robert Rumsey is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Sigma Financial Corporation and Raymond James Financial Services. Outside of his advisory work, he serves as president and 50% owner of Branch County Abstract & Title, Inc., and is a trustee of the American Baptist Churches of Michigan Foundation. 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 through a network of over 460 investment adviser representatives.

Jay Lizanich is a financial advisor at SPC with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at IFS Securities, Flynn Insurance Group, Flynn Wealth Management Group, and Voya Financial Advisors. Outside of his advisory work, he co-owns TrashForce LLC, a trash valet service, and serves on the board of Presbyterian College's Garnet & Blue Collective, providing consultative support for the college's NIL athletics program. 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 services, delivering both discretionary and nondiscretionary investment management through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Brian Callaghan is a financial advisor with SPC based in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation and five years with Sigma Financial Corporation and Sigma Planning Corporation. Outside of his advisory role, he is also licensed as an insurance agent offering various insurance and annuity products. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary investment advice, primarily through managed account programs and partnerships with third-party providers.

Derrel Kent is a financial advisor at Key Investment Services LLC in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at JP Morgan Chase Bank and its affiliates for several years and currently serves as a driver education instructor at Courtesy Driving School and Quality Driving School, providing classroom and behind-the-wheel training to teenage students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and model portfolio offerings. The firm focuses on client-directed model selection with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining relationships with affiliated financial entities.

Amanda Cravens is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having six years of industry experience. Her work history includes roles at Ameriprise and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that integrates third-party and proprietary model portfolios through multiple wrap-fee programs on the Envestnet MAS platform.

Jody Stolicker is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 17 years of industry experience, including roles at Sigma Financial Corporation and Retirement Income Solutions, Inc. Stolicker also engages in the sale of non-variable insurance products, including fixed annuities, through approved FMOs affiliated with Sigma Financial Corporation. 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 and delivers tailored, discretionary investment advice primarily through programs such as the SIGMA Managed Account and the Axis Platform.

Larry Davis Jr. is a CFP® with 22 years of industry experience, currently serving at SPC since 2010. He is also associated with SIGMA FINANCIAL CORPORATION and operates Davis Capital Management, LLC, an insurance agency licensed to sell fixed insurance products in Michigan. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account.

Michelle Grund is a financial advisor at SPC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Parkland Securities, Sigma Financial Corporation, Sagepoint Financial, Inc., and Roberts Financial Services, Inc. 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, with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal succession and compliance protocols.

Brian Smith is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates Summit Wealth Advisors of Michigan, a business engaged during market hours. 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 through a large network of advisers and utilizes both discretionary and nondiscretionary management strategies.

Patrick Crilley is a financial advisor at SPC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies. 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 both discretionary and nondiscretionary management through a network of over 460 advisers.

Johnathan Larrison is a financial advisor at SPC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Parkland Securities, Sigma Financial Corporation, Cambridge Investment Research Advisors, and Blamer Financial Services. Outside of his advisory role, he provides tax preparation, tax advice, and basic accounting services for small businesses. 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 both discretionary and nondiscretionary management tailored to client needs.

James Polisuk is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

David Barsan is a Series 66 licensed advisor with SPC, based in Ann Arbor, MI, and has 20 years of industry experience. His prior roles include positions at Michael J. Penn CPA and Sigma Financial Corporation. Outside of advising, he is involved as a member in several local business ventures, including co-ownership in two Ann Arbor restaurants and a Toledo-based massage business, and he serves as a tax partner at McComb and Company. SPC serves a diverse client base including high-net-worth 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 investment strategies.

Rachel Doutsas is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 13 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Outside of her advisory role, she owns and operates Modern Murals, LLC, where she creates and sells custom artwork. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Anthony Mattar is a ChFC® and Series 66 licensed advisor with 56 years of industry experience. He is affiliated with SPC and has worked at Sigma Financial since 2011, while also maintaining Mattar Financial Corporation since 1988. Outside of his advisory roles, he serves as board chairman and manager of the Sugar Loaf Homeowners Association and owns Corporate Benefit Solutions, LLC, which offers insurance and investment products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Timothy Mccormack is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with SPC since 2015. In addition to his advisory role, he owns a website that provides quotes for health benefits and insurance products. 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 through a large network of advisers, with an emphasis on discretionary management and collaborative relationships with third-party managers.

Eric Miras is a financial advisor at SPC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Parkland Securities, Sigma Financial Corporation, and CIG Capital Advisors. Prior to entering the financial sector, he spent six years at Comcast Spotlight. SPC provides 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 advisory network and offers tailored, discretionary advice through various account programs and strategic partnerships.

Gregg Huyck is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities Corporation and Sigma Financial Corporation. Outside of his advisory role, he is an agent for Family Life Financial Services, Inc., selling non-variable fixed annuities and traditional life and term insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm’s approach includes discretionary management with periodic monitoring and rebalancing, and it operates with a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Patrick Hamill II is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009 and has operated Hamill Financial Services since 1991. Outside of advising, he is a part owner of GemCap Equity Management, Inc., a payment processing business. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary arrangements tailored to client needs.