Stephen Nichols is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with G3 Advisors and Lyman & Sheets Insurance Agency. Nichols is also involved in an outside insurance business, selling and servicing group life, health, LTC, and DI insurance through various carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and associated programs.

Aaron Jensen is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Osaic Wealth and Osaic Advisory Services in 2024, he worked at Sigma Financial Corporation from 2006 to 2024. Jensen is a passive partner in several LLCs that hold interests in local restaurant and sports bar ventures in the Ann Arbor area. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing proprietary and third-party platforms and managers.

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.

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 involved with Prep Baseball Report for two years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered investment strategies, financial planning, and wealth management services supported by a range of affiliated financial activities, including mortgage brokerage and insurance.

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.

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 CFP® professional with five years of experience, currently affiliated with SPC. His prior work includes roles at Sigma Financial Corporation and the Michigan State Senate. Outside of advisory work, he sells term life insurance products and operates a securities-related business under the name Brunner & Van Gorder Financial. 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, discretionary advice through various account programs, including SIGMA Managed Accounts and the Axis Platform.

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 affiliated with Sigma Financial Corporation since 2012. Outside of his advisory role, Eichorn serves as secretary of the Adrian Diamond Club, a nonprofit organization supporting the Adrian Lookouts baseball team, and works as an assistant coach for Adrian Varsity Football. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs, operating with close affiliations to broker-dealers and insurance agencies.

Carter Fribley is a financial advisor at SPC in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Axtella, Foguth Financial Group, Preferred Financial Partners, and CVS Health. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Philip Grimm is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SPC and Sigma Financial Corporation. His prior roles include positions at Pinnacle Wealth Management, Inc. and Berthel Fisher & Co. Financial Services Inc. Grimm is also involved in the sale of fixed and fixed indexed annuities through approved FMOs. SPC provides investment management, financial planning, and retirement-plan advisory services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through various account programs, emphasizing tailored and discretionary advice at the individual advisor level.