Derrel Kent is a financial advisor with Key Investment Services LLC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a licensed driver education instructor, providing classroom and behind-the-wheel training to teenage students. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm utilizes a multi-provider platform with discretionary implementation and emphasizes wrap-fee programs alongside custodial and insurance services.

Jody Stolicker is a CFP® professional with 17 years of industry experience, currently serving as an advisor at SPC since 2020. Prior to this, Stolicker worked at Sigma Financial Corporation and Retirement Income Solutions, Inc. She is also involved in the sale of non-variable insurance products, including fixed annuities, through approved FMOs of Sigma Financial Corp. 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 delivers tailored, discretionary investment advice through multiple account programs.

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 Series 66-credentialed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services in a single enterprise structure.

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 Series 66-registered advisor with Hantz Financial Services, Inc. in Ann Arbor, Michigan, where she has worked since 2012. She has 14 years of industry experience. Outside of her financial advisory role, she owns and operates Modern Murals, LLC, a business creating and selling custom artwork. Hantz Financial Services serves a varied client base including individuals, pension 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 managers and direct indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

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 with SPC in Ann Arbor, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at Parkland Securities, Sigma Financial Corporation, and CIG Securities, alongside six years at Comcast Spotlight prior to entering the financial sector. 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 with tailored, discretionary advice and offers a range of account programs including the SIGMA Managed Account and the Axis Platform wrap offering.

Ethan Harkins is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles in education and the sports and hospitality sectors. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, charities, and business owners. The firm emphasizes ETF-based model portfolios supplemented by third-party managers and employs advanced technology platforms for portfolio management and tax optimization.

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.

David Toeppe is a financial advisor with SPC, holding a Series 66 credential and 17 years of industry experience. He has worked at SPC since 2009 and has held roles at Cambridge Investment Research and Edward Jones. Outside of his advisory work, he operates Lotus Financial Partners, offering financial services and tax preparation. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, retirement plans, and organizations. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs and strategic partnerships.

Jared Gussin is a financial advisor at SPC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Parkland Securities LLC and Fsc Securities Corp. Outside of his advisory role, he serves as an assistant coach for the Garden City High School Wrestling Program in Garden City, MI. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services. The firm provides both discretionary and nondiscretionary management options and maintains a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Robert Haran is a financial advisor with SPC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Parkland Securities LLC and Sigma Planning Corporation since 2019, and previously spent ten years with Cambridge Investment Research Advisors, Inc. Haran is also an independent insurance agent, selling term life and Medicare-related 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 options tailored to client needs.

George Hutchens is a financial advisor at SPC with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Parkland Securities, LLC, Sigma Financial Corporation, LPL Financial, and Merrill. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.