Michael Bila is a financial advisor with SPC based in Ann Arbor, MI, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at Sigma Financial Corporation since 2002. Outside of advising, he serves as president of a condominium association, managing community service contracts. SPC serves individual clients, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a network of over 460 advisors and approximately $5.66 billion in assets under management. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations that support a broad range of retirement and investment services.

Matthew Vigo is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at SPC since 2013, Parkland Securities since 2014, and Sigma Financial Corporation since 2000. Outside of his advisory roles, he sells various insurance products through multiple insurance companies. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with options for discretionary and nondiscretionary management.

Charles Milliken is a CFP® professional with 41 years of industry experience, currently serving at SPC since 2012. He holds a Series 63 license and has also worked with Sigma Financial Corporation during the same period. Outside of his advisory role, he is the secretary of his men's golf league and prepares income tax returns. 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, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated broker-dealers and insurance agencies.

Alex Leidal is a financial advisor at SPC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Corporate Fringe Benefits, Inc., Rogue Risk, Johnston Lewis Associates, and Phil Klein Insurance Group. He also has a background at Oakland University. 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 advice primarily through the SIGMA Managed Account and other account programs.

Ryan Asti is a CFP®-credentialed financial advisor with 24 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2004. Asti serves as a board member for the Better Business Bureau of Detroit/Eastern Michigan and operates an online golf merchandise business, Golfs Black Book. 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, employing a range of discretionary and nondiscretionary strategies supported by a custodial platform and third-party manager collaborations.

John Mcclellan is a financial advisor at SPC with 25 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2007 and Parkland Securities since 2014. He also serves as a FINRA arbitrator, hearing and deciding customer and advisor disputes. 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 strategies primarily through discretionary management with periodic monitoring and rebalancing.

Kenneth Nutt is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2005. Nutt is also a board member of The Robby Atherton Foundation, where he participates in decisions related to fundraisers and scholarships. He is involved as an investor in Camera Comrade, an online marketplace for photography and videography services founded by his son. SPC serves a diverse client base including individual investors, 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 investment management tailored to client needs.

Ching Po Wang is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. He has worked at Sigma Planning Corporation and Parkland Securities LLC since 2018 and was previously with Axa Advisors, LLC from 2013 to 2018. In addition to his advisory role, he is an independently licensed insurance agent appointed with various insurance companies, offering life, health, long-term care, disability insurance, and annuities. 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, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and supports a range of fiduciary and non-fiduciary retirement services.

Nathan Bila is a financial advisor with SPC based in Ann Arbor, MI, holding a CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at Sigma Financial Corporation and Northwestern Mutual. Outside of his advisory work, he participates in a seasonal role helping supervise children at a ski school. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

John Kashinsky is a CFP® with 51 years of industry experience, currently serving at SPC. His career includes long-term roles at Sigma Planning Corporation, Sigma Financial Corporation, Action Financial Planning Inc., Federal Kemper, INA/CIGNA, and Jackson National. He holds volunteer and leadership positions outside of his advisory work, including serving as a Reserve Macomb County Sheriff Marine Safety Officer and as President of the Board of Trustees of the Masonic Temple Association of Detroit. 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 retirement plan services, utilizing discretionary and nondiscretionary strategies tailored to client suitability.

Joseph Lezotte is a Certified Financial Planner® with 21 years of industry experience, currently serving at SPC in Ann Arbor, MI. He has been associated with Sigma Planning Corporation since 2007 and Sigma Financial Corporation since 2005. Outside of his advisory role, Lezotte is a board member of GPA Gift of Hearing, a nonprofit that provides hearing aids to people in need. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored and discretionary advice through a large advisory network and utilizes platforms such as the SIGMA Managed Account and the Axis Platform.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Andrew Grimston is a financial advisor with SPC, holding a Series 66 designation and 13 years of industry experience. He has been with SPC since 2013 and also works with Sigma Financial Corporation. Outside of his advisory roles, he provides financial services and sells various insurance products, including fixed index annuities, through Harvest Partners Financial. 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 strategies through discretionary and nondiscretionary arrangements.

Grant Hedley is a financial advisor at SPC with 17 years of industry experience. He holds Series 66 and Series 65 designations and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2013. Outside of his advisory work, he has been involved with Right Brain Brewery from 2012 to 2025. 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 offers tailored, discretionary investment advice through various account programs, while maintaining close affiliations with broker-dealers and insurance agencies.

Douglas Vanderstelt is a financial advisor with SPC in Jackson, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory role, he operates an independent fixed insurance business and sells life and health 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, delivering discretionary management with periodic monitoring, rebalancing, and model-portfolio options.

Brian Bonsall is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Kevin Carey is a financial advisor with SPC in Ypsilanti, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Investacorp, Inc. from 2006 to 2020 before joining Sigma Financial in 2020. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers and manages 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.

Richard Orbain III is a financial advisor at SPC in Ann Arbor, MI, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at Sigma Financial Corporation, Sigma Planning Corp., and River Oaks Wealth Advisors. 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 advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Kristin Nederveld is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank and Rite Aid Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides access to multiple discretionary managed-account programs, including advisor-directed models and third-party portfolio managers, and is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Patrick Hassett is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. He is also involved with Donadio Financial Services and Donadio & Associates Inc., where he provides financial services and non-variable 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 tailored to client needs.