Mt. Prospect, IL Office

Paul Moy is a CFP® with 47 years of industry experience, currently serving as an advisor at SPC since 2011. He is also associated with Sigma Financial Corporation during the same period. Outside of his advisory role, Moy is a licensed insurance agent appointed with various insurance companies, acts as a trustee for his own trust, and offers notary public services in Cook County, Illinois. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. 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, delivering both discretionary and nondiscretionary management through a large network of advisers.

Blake Warner is a financial advisor at SPC with eight years of industry experience. He holds a Series 66 designation and has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2018. Prior to that, he was employed at Anchor Brake Shoe from 2015 to 2018. Warner is also a licensed life and health insurance agent and operates under the DBA Touch Financial Group. 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 provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

James Ronayne is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SPC since 2010. Prior to SPC, he worked at Sigma Financial Corporation and Clybourn Financial Services. Outside of his advisory work, Ronayne serves as an athletic director at St. Francis de Sales School. 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 investment management options.

Robert Achille is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2016 and has operated R. J. Achille & Company since 1975. He also provides accounting services through his CPA firm, R.J. Achille & Company, and is an independently licensed insurance agent. SPC offers 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 broad advisory network and delivers tailored investment advice, primarily through discretionary client accounts, with custody services provided through Fidelity/NFS.

James Galiger is a CFP® with 36 years of industry experience, currently affiliated with SPC. He has worked at Sigma Financial Corp since 2001. Outside of his advisory role, he assists with his spouse's event business as a bartender and server. 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 network of advisors delivering tailored, discretionary advice and offers multiple account programs through Fidelity/NFS custody and execution.