Eli Eddy is a financial advisor at Wealth Enhancement Advisory Services, LLC in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Wealth Enhancement Group in 2026, he worked at OSAIC and Woodbury Financial Services INC. Outside of advising, he provides notary services to clients at no charge. Wealth Enhancement Advisory Services manages over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that integrates passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Daniel Stevens is a ChFC® and holds a Series 66 license with 15 years of industry experience. He has been with Hantz Financial Services, Inc. since 2010. Hantz Financial Services, Inc. serves a diverse client base that includes 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 across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise.

Jason Tait is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at PNC Bank and PNC Investments LLC. Before joining Hantz Financial Services, he was involved in a small business, Aaron Babycz Painting. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios, third-party managers, and unified managed accounts, combining advisory, broker-dealer, mortgage, and insurance services under one enterprise.

Christopher Ozdarski is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sigma Financial Corporation since 2009. Additionally, he operates a CPA practice providing tax preparation and accounting services and serves as an accountant for a light manufacturing business. 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 services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a broad range of financial solutions.

Gary Pohl is a financial advisor at SPC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Planning Corporation since 2010. He also maintains involvement with Pohl and Associates, which offers various insurance products. 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 delivers tailored and discretionary advice through a large network of advisors and offers multiple account programs, including the SIGMA Managed Account and the Axis Platform wrap offering.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Private Advisor Group since 2014 and has been associated with LPL Financial since 2001. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach combining technology platforms and multiple investment strategies, often utilizing third-party managers and model portfolios.

Kevin Murphy is a financial advisor with Commonwealth Financial Network in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has previously worked at LPL Financial and currently co-owns Legacy Wealth Partners, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs and support services including investment management, retirement plan consulting, and technology solutions. The firm offers advisors discretion in portfolio construction alongside managed model portfolios through its Investment Management and Research team.

Guy Cococcetta is a CFP® professional with 22 years of industry experience, currently serving at SPC and Sigma Financial Corporation since 2009. In addition to his financial advisory role, he practices general dentistry with Wellpath in Mount Clemens, MI. SPC manages approximately $5.66 billion in assets and serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a large network of advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, utilizing both discretionary and nondiscretionary management strategies.

Stephen Mattar is a ChFC® with 32 years of industry experience, currently serving with SPC since 2011. He is also president and owner of Mattar Financial Corporation and has been involved with Financial Guardian Group LLC and Kensington Community Church for over two decades. Mattar serves on the board of The Furniture Bank of Michigan, a nonprofit organization assisting individuals in need of furniture. 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 advisors.

Drake Reid is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has one year of industry experience and has worked at several firms including LPL Financial LLC and Carrera Capital Advisors. Outside of his advisory role, he is involved as a financial services professional at THG Financial Strategies, focusing on insurance solutions including individual life insurance, annuities, and long-term care. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement diversified investment strategies.

Ryan Waddell is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. His background also includes roles at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services serves a broad range of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services.

Jessica Burmeister is a financial advisor with TIAA-CREF in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with TIAA-CREF since 2012. Outside of her advisory role, she is a partial owner of a local brewery. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio management and customized portfolio options under a fiduciary standard.

Joseph Warsecke is a CFP® professional with 19 years of experience in financial advising, currently with SPC since 2010. He holds Series 63 and Series 66 licenses and has been associated with Sigma Financial Corporation concurrently. Outside of his advisory role, he is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse clientele including individual and 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 advisers managing approximately $5.66 billion in assets.

Daniel Ferwerda is a financial advisor with SPC in Ann Arbor, Michigan, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at SPC since 2018 and previously spent six years with Jhfn Sii. Outside of his advisory role, he serves as secretary for the Ada/Cascade East Rotary. 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 a range of ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies and maintains formal succession and compliance protocols.

Valerie Johnson is a CFP® with 19 years of industry experience, currently serving at SPC in Ann Arbor, MI. She has worked at Parkland Securities since 2016 and has been with SPC and Sigma Financial Corporation since 2015. Outside of her advisory roles, she is a financial planning instructor at Oakland University, teaching within the CFP education curriculum online. 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, delivering both discretionary and nondiscretionary management tailored to client needs.

Christopher Wohlfert is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced strategies such as Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance product sales.

Evan Dubay is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI. He holds a Series 66 designation and has been working in the financial industry since 2021. Prior to his current role, he gained experience at Neptune Holdings and has a background including positions at Target and Eastern Michigan University. Hantz Financial Services, Inc. serves individual clients, pension plans, charitable and corporate clients, and business owners by providing financial planning, portfolio management, and retirement plan consulting. The firm utilizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and advanced technology platforms.

Michael Martin is a financial advisor at MAI Capital Management, LLC with eight years of industry experience and holds a Series 66 credential. His prior experience includes roles at Foreside Fund Services, LLC; Cetera; Wealth Strategies Financial Group; and Securian Financial Services Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of portfolio strategies and combines financial planning with trust and insurance administration services.

Robbie Donnelly is a financial advisor with SPC in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Sigma Planning Corporation since 2020 and Bila Financial since 2017. Outside of advising, he is licensed for Medicare insurance sales through BCBS-MI and Priority Health and serves as the personal representative and executor of his brother’s estate. 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 corporations. The firm delivers tailored, typically discretionary investment advice through a large advisory network and supports multiple account programs, including the SIGMA Managed Account and the Axis Platform.

Ryan Oldenburg is a financial advisor with SPC and holds a Series 66 designation. He has five years of industry experience and has worked at SPC since 2021. Prior to SPC, he was associated with Sigma Financial Corporation beginning in 2020. He also operates The Oldenburg Company, Inc., offering financial services, and is involved in the sale of non-variable insurance products. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management tailored to client needs.