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Robert H

Series 63, Series 65

Ann Arbor, MI

SPC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Collin K

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Collin Korte is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2018. Prior to that, he was with Prep Baseball Report for two years. Hantz Financial Services serves a broad range of clients including individuals, 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 Direct Indexing, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Timothy R

CFP®, Series 63

Ann Arbor, MI

SPC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Eric W

Series 63, Series 66

Ann Arbor, MI

SPC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Mitchell B

CFP®, Series 66

Ann Arbor, MI

SPC

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Matthew E

Series 63, Series 66

Ann Arbor, MI

SPC

Matthew Eichorn is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as the Secretary of 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, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice delivered at the advisor level through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Cammy D

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Cammy Domine is a CFP® professional with 33 years of industry experience, currently affiliated with SPC. She has worked at Sigma Financial Corporation since 2003 and joined Sigma Planning Corp. in 2024. Cammy is a part owner of Administration Specialist, Inc., a third-party administrator specializing in 401(k) pension plan services. 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 multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Bryan M

ChFC®, Series 63, Series 65

Chelsea, MI

GWN Securities Inc.

Bryan Merillat is a financial advisor with GWN Securities Inc. in Chelsea, MI, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, Merillat is a member of the Chelsea Rotary, participating in community service projects. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Donald T

CFP®, Series 63

Ann Arbor, MI

SPC

Donald Terns is a CFP® professional with 44 years of industry experience, currently serving at SPC since 2003. He has also been associated with Sigma Financial Corporation since 1999. Outside of his advisory role, he serves as a director on the FIB Water Board, overseeing operations, rate setting, and financial oversight for the local water authority. 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 plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory functions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Amber B

Series 66

Ann Arbor, MI

SPC

Amber Bowman is a financial advisor at SPC with 14 years of industry experience. She holds a Series 66 designation and has worked at Modern Woodmen of America and MWA Financial Services Inc. prior to joining SPC, Parkland Securities, and Sigma Financial Corporation. 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 both discretionary and nondiscretionary strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Brandon G

Series 66

Ann Arbor, MI

SPC

Brandon Grammatico is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Parkland Securities since 2014 and has been self-employed since 2010, operating Saratoga Wealth Management in Grand Rapids, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Kurt B

Series 66

Ann Arbor, MI

SPC

Kurt Berger is a financial advisor at SPC with 17 years of industry experience. He holds a Series 66 designation and has worked at Parkland Securities since 2014, Sigma Planning Corporation since 2009, and Sigma Financial Corporation since 2006. Outside of his advisory work, he buys and sells collectibles on online auction websites. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Mark E

Series 63, Series 65

Ann Arbor, MI

SPC

Mark Eyre is a financial advisor at SPC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Financial Corporation since 2015. Outside of his advisory role, he operates a financial services business under the name Trademark Investments. 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 network of over 460 advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Aileen R

Series 66

Ann Arbor, MI

SPC

Aileen Ryan is a financial advisor at SPC with 19 years of industry experience. She holds a Series 66 designation and has worked at Parkland Securities and Sigma Financial Corporation during her career. 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 through a network of over 460 advisers managing approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Morris H

Series 66

Ann Arbor, MI

SPC

Morris Hall Jr. is a financial advisor at SPC with a Series 66 designation. He has 16 years of experience with Maxim Financial LLC/Kaye Financial and has been associated with SPC and Sigma Financial Corp since 2026. Outside of advising, he is involved with Maxim Properties LLC. 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 various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Steven B

Series 63, Series 66

Ann Arbor, MI

SPC

Steven Brunner is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SPC since 2004. Outside of his advisory role, he serves as a trustee of his father’s trust and is a notary public 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 plan services, delivering discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers within a structured compliance framework.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Philip G

CFP®, Series 63, Series 65

Ann Arbor, MI

SPC

Philip Grimm is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He is affiliated with SPC and has previously worked at firms including Parkland Securities, Sigma Financial Corporation, Pinnacle Wealth Management, and Berthel Fisher & Co. Financial Services. In addition to his advisory role, he is involved in the sale of fixed and fixed indexed annuities and offers financial services through his own DBA, Philip Grimm Financial Planning. 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 broad advisory network and delivers tailored, discretionary advice through various account programs, with custody and execution services provided via Fidelity/NFS.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Jamey B

Series 66

Ann Arbor, MI

SPC

Jamey Buckner is a financial advisor at SPC with 9 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation since 2018 and at Sigma Financial Corporation since 2016. Outside of his advisory work, Buckner prepares tax returns for clients through Lotus Financial Services during tax season. 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 delivers tailored, discretionary investment advice through a large network of advisors and offers services via platforms like SIGMA Managed Account and the Axis Platform.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Randolph P

Series 66

Ann Arbor, MI

SPC

Randolph Pistor is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Financial Corporation, and Dickinson Wright PLLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related services. The firm combines discretionary management with options for nondiscretionary arrangements and works with third-party managers while maintaining formal succession protocols and compliance controls.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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David G

CFP®, Series 63

Ann Arbor, MI

SPC

David Goldberg is a CFP® with over 41 years of industry experience, currently serving at SPC since 2006. He also has a long tenure at Sigma Financial Corporation that dates back to 1999. Goldberg serves as co-trustee on two family trusts and provides notary services in Oakland County, MI. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers, insurance agencies, and third-party investment advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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