Richard Leidal is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005 and has served with Corporate Fringe Benefits Consultants, Inc. since 1982. Leidal serves on the boards of Corporate Fringe Benefits Consultants and Michigan College Funding LLC, which provides college planning services. SPC serves a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers. The firm provides discretionary and nondiscretionary management options and maintains affiliated broker-dealer and insurance entities to offer a comprehensive service model.

Rodney Clark is a CFP® professional with 36 years of industry experience, currently serving at SPC since 2012. He is also an independently licensed insurance agent involved in the sale of fixed life, annuity, and health products through his own agency, Rod Clark Financial Services, Inc. SPC serves a diverse client base including high-net-worth 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 through a network of over 460 advisers.

Timothy Greene is a financial advisor with SPC in Ann Arbor, MI, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been with Sigma Planning Corporation since 2006 and Sigma Financial Corporation since 1996. In addition to his advisory work, Greene provides legal services as an attorney and counselor and serves as Co-Trustee of the Greene Family Trust. 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 network of advisors and offers tailored, discretionary investment advice through multiple account programs.

Donald Allison is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, National Life Group, Equity Services, and 3Silver. He is the founder and director of Happy Snail, a community organization focused on mental health and community building. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, 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 delivered at the individual advisor level.

Eric Boddy is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 26 years before joining SPC and Sigma Financial Corp in 2025. Boddy is also involved in the sale of non-variable life insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Pamela Sarney is a Certified Financial Planner (CFP®) with 44 years of industry experience. She has been with Sigma Financial Corporation since 1999. Outside of her advisory role, she operates Strategic Planning Concepts, Inc., a financial services business. 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 through a large network of investment adviser representatives.

Peter Glaab III is a CFP® with 40 years of experience in the financial services industry, currently affiliated with SPC. He has worked at Sigma Financial Corporation since 1988 and has been involved with Individual Financial Planning Inc since 1981. He serves as president of the St. Stephen Endowment Fund, a nonprofit role in which he volunteers time without compensation. 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 advisors delivering customized, discretionary investment advice and offers multiple account programs with custody services through Fidelity/NFS.

Timothy Laurain is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with SPC since 2014 and also maintains a longstanding role at E.W. Smith Agency, Inc. Outside of his advisory work, Laurain serves as a volunteer firefighter and EMT. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies tailored to client suitability through discretionary and nondiscretionary arrangements.

Timothy Schriber is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2010. In addition to his advisory role, he is an independently licensed insurance agent selling life, health, disability, long-term care insurance, and annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and ERISA-related retirement services, delivering mostly discretionary management with options for nondiscretionary and direct-at-fund arrangements.

Robert Markley is a financial advisor with SPC based in Ann Arbor, MI, holding a Series 63 designation and bringing 37 years of industry experience. He has been affiliated with SIGMA Financial Corporation since 1995 and has a long career dating back to 1967, including work with Fidelity Union Life and his own practice. Outside of advisory services, he is involved in the sale of various insurance products, including health, long-term care, annuities, and life insurance. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options tailored to client needs.

Malinda Choate is a financial advisor with Bankers Life Advisory Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been associated with Bankers Life and its affiliated entities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to her advisory work, she is an insurance agent with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create and manage customized portfolios aligned with clients’ goals and risk tolerances.

Wendy Masen is a financial advisor at SPC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2006. In addition to her advisory role, she sells various insurance products through multiple insurance companies. 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, providing both discretionary and nondiscretionary management options.

Kevin Rogan is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Commonwealth Financial Network and Legacy Wealth Partners since 2020. Outside of his advisory work, he has been involved with New Life Church of Ann Arbor since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management and compliance services, while allowing advisors discretion in portfolio construction.

Kurt Steffen is a financial advisor at SPC with 11 years of industry experience. He holds a Series 66 designation and has worked at SPC since 2015, with additional experience at Parkkland Securities and Sigma Financial Corporation. 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 plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Mykel Barnes is a financial advisor with SPC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2009. Outside of advising, Barnes serves as an area pastor with Christian Life Center/Stones Church and assists his spouse in her small business consulting. 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 through a network of over 460 advisors managing approximately $5.66 billion in assets.

Ty Jubb is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and no prior industry experience. He has worked with Sigma Planning Corporation and Sigma Financial Corporation since 2026 and is a salaried employee at Joseph Derrick Advisors LLC. Outside of his advisory role, he works as a food delivery contractor for DoorDash and Uber Eats. 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 advisory network delivering tailored and discretionary investment advice, and maintains affiliations with broker-dealers and insurance agencies while partnering with Fidelity for custody and execution services.

Brian Goodwin is a CFP® professional with 18 years of experience, currently serving at SPC since 2008 and Sigma Financial Corporation since 2007. He owns Goodwin, Lademan & Associates, Inc., which sells non-variable insurance products and manages office operations. Additionally, he participates in Amazon Vine, reviewing new and pre-release retail products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Gino Gaudino is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sigma Financial Corporation since 2008. Outside of his advisory role, Gaudino serves as a board member of the NOI Foundation in Clinton Township, MI, promoting Italian language and culture in Michigan schools. He also continues to work as a pilot for Delta Airlines. SPC serves a diverse client base including high-net-worth 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 through a large network of advisers, providing both discretionary and nondiscretionary investment strategies.

Jennifer Watson is a financial advisor at SPC with 12 years of industry experience. She holds a Series 66 designation and has worked at SPC since 2015, with prior experience at Parkland Securities and Sigma Financial. 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 offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Brandyn Feller is a financial advisor at SPC with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corporation, Touch Financial Group, Mars Information Services Inc, Weston Foods/FGF Brands, Nestle USA, and Hostess Brands. Outside of his advisory role, he is involved in the sale of non-variable insurance products through various providers. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over $5.66 billion in assets under management. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.