Jacqueline Kallis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at Francesca's and Albion College. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Brandon Rydell is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Financial Corporation since 1997 and with Parkland Securities since 2014. He serves as a board member for the Give and DELIVER SPS Family Charitable Foundation, a nonprofit organization supporting fundraising activities linked to his associated firms. 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 investment advice primarily through the SIGMA Managed Account program and other account offerings.

Matthew Brand is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and J.P. Morgan Securities. Outside of advising, he is involved in operating multiple wealth management and retirement planning businesses and serves as a varsity tennis coach at Bloomfield Hills High School. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment solutions and financial planning services, utilizing both fundamental and technical strategies, and maintains platform relationships with major custodians and affiliated managers.

Patrick Drouillard is a CFP® and ChFC® with 32 years of industry experience. He has worked at Hantz Financial Services, Inc. since 1999. The firm serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. Hantz Financial Services provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Kassem Atwi is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at DoorDash and the University of Michigan. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and technology-driven investment solutions.

Stephen Nichols is a financial advisor at SPC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sigma Planning Corporation, G3 Advisors, and Securian Financial Services. Nichols is also involved in selling and servicing group life, health, long-term care, and disability insurance through Centennial Associates, Inc. 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 network of advisors and offers a variety of account programs, delivering tailored, discretionary advice primarily through Fidelity/NFS custody and execution.

Aaron Jensen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC in Ann Arbor, MI. Prior to joining Osaic in 2024, he spent 18 years at Sigma Financial Corporation. Outside of his advisory role, Jensen is a passive partner in several local business ventures, including restaurants and hospitality establishments in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base that includes individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a diverse range of investment programs and consulting services, utilizing both fundamental and technical approaches, and maintains relationships with major custodians and platform providers to support its strategies.

Jay Birchmeier is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, all with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within a single enterprise.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has previously worked at Credit Union One and Hantz Bank. Russo has been with Hantz Financial Services since 2020. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Thomas Maxey is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held positions at Great American Advisors, Inc. and Consolidated Financial Corp., where he is also owner and president. Outside of advisory roles, he is involved in a web-based business, CD Busters, which offers fixed annuities to individuals holding certificates of deposit. Lincoln Investment Planning, LLC serves a broad mix of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through strategic model portfolios developed by an in-house Investment Management & Research team, alongside third-party managers and both wrap and non-wrap platforms.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Art and Jake's Sports Bar, Bigalora Cucina, and positions at the University of Michigan and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and unified managed accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, along with technology partnerships and private fund management, distinguishing it from many enterprise advisory firms.

Robert Hoger is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at SPC since 2012 and maintains ongoing roles at Sigma Financial Corporation, Marketforce, and Robert A. Hoger Independent Insurance Agency. Outside his advisory work, he owns R.A. Hoger and Associates, LLC, which provides insurance services and financial planning support for families with college-bound students, and he teaches long-term care insurance sales concepts to internal sales representatives at Aegis Financial. 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, employing both discretionary and nondiscretionary management strategies and coordinating with third-party managers and custodial platforms.

Claudio Duhanxhiu is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience in sectors including food service and education. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and automated tax-loss harvesting.

Tyler Jones is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Endependence Financial. Outside of his advisory role, he facilitates access to estate planning document services for clients. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and operates a platform serving a large number of clients with standardized investment solutions.

Timothy Rosiak is a CFP® with 38 years of industry experience, currently serving at SPC since 2002. He also has a longstanding affiliation with SIGMA Financial Corporation dating back to 1994. Outside of his advisory roles, he is involved with The Fortune Financial Group, which sells health, life, disability, and group dental insurance products. 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 through a large network of investment adviser representatives.

Brendan Hunt is a financial advisor at Hantz Financial Services, Inc. in Canton, MI, holding a Series 66 designation with seven years of industry experience. He has been with Hantz Financial Services since 2019 and previously worked at Hantz Tax and Business. Hunt also has experience in education, having worked at Eastern Michigan University since 2017 and at Jackson College from 2015 to 2017. Hantz Financial Services serves individual clients, 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 trade execution and tax-loss harvesting.

Glenn Stratton is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise.

Eric Wiedyk is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked at Sigma Financial Corporation since 1997. Wiedyk serves on the board of education at St. Stephen Lutheran School. 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 advisory network and delivers tailored, discretionary advice through various account programs and strategic partnerships.

Mitchell Brunner is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® and Series 66 designations and bringing six years of industry experience. His prior roles include positions at Sigma Financial Corporation and administrative work within a state senate office. Outside of advising, he sells term life insurance products as an individual agent. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including both non‑HNW and high-net-worth individuals, employer-sponsored plans, charities, and corporate clients. The firm delivers tailored, discretionary advice primarily through an extensive network of investment advisor representatives and offers multiple account programs alongside ERISA retirement services.

Matthew Eichorn is a financial advisor with SPC who holds Series 66 and Series 63 licenses and has 13 years of industry experience. He has worked at Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as secretary for the Adrian Diamond Club, a nonprofit supporting Adrian Lookouts Baseball, and is an assistant coach for the Adrian Varsity Football team. 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 delivers tailored, discretionary advice through a large network of advisors, offering various account programs and maintaining strategic relationships with third-party providers and custodians.