ADVISOR BIO

Aaron Warnecke is a financial advisor with over 20 years of experience in the industry. Aaron currently works at SPC, a firm based in Ann Arbor, MI. Aaron is registered as a broker-dealer (BC) and an investment advisor representative (IA) in multiple states, including Colorado, Florida, Illinois, Indiana, Michigan, and Ohio. Aaron has a strong track record of success in helping individuals and families achieve their financial goals. Aaron specializes in providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Aaron David Jensen is a financial advisor who has been in the industry since March 10, 2008. Aaron is registered with the state of Michigan and Texas. Aaron is a Certified Financial Planner™ and provides financial planning services to individuals, corporations, and charitable organizations. Aaron is currently employed by Osaic Advisory Services, LLC and has been since October 2024. Prior to that, Aaron was employed by Parkland Securities, LLC from February 2010 to January 2017. Aaron specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Aaron Tanner is an investment advisor representative at Retirement Income Solutions, Inc. Aaron Tanner has been in the industry since March 17, 2000. Aaron Tanner is registered with the state of Michigan and has passed the Series 63, Series 65, and Series 7 exams. Aaron Tanner is also specialized in retirement planning, asset management, insurance planning, and investment advisory services. Retirement Income Solutions, Inc. is a Registered Investment Advisor (RIA) with over $2.4 billion in assets under management.

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ADVISOR BIO

Adam J Handler is a financial advisor with over a decade of experience in the financial services industry. Adam has worked at various firms including Merrill Lynch, UBS Financial Services Inc, and The Investment Center, Inc.. Currently, Adam works as a registered investment advisor at Spc, a firm with over 30,000 clients and over $5 Billion in assets under management. Adam specializes in providing financial planning, portfolio management, and consultation services to a wide range of clients including individuals, businesses, high-net-worth individuals, corporations, and pension plans. Adam has experience in the financial services industry since 2010.

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ADVISOR BIO

Adam Charles Peak is a financial advisor with Foguth Wealth Management, LLC. Adam has been in the financial industry since August 2007 and has a Series 7, Series 66, and SIE license. Adam specializes in financial planning, pension consulting, and portfolio management. Adam is also a Certified Financial Planner. Foguth Wealth Management, LLC is a registered investment advisor located in Brighton, Michigan. The firm provides a variety of financial services to individuals, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Adam John Bos is a registered investment advisor representative with SPC and has been in the industry since January 4, 2007. Adam is licensed to provide investment advisory services in Arizona, Florida, Illinois, Indiana, Kentucky, Michigan, North Carolina, Oklahoma, and Texas. In addition to working with SPC, Adam also has a business called Bos Wealth Management, providing financial services, and works with various insurance companies. Adam also prepares tax returns through Bos Tax Service.

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ADVISOR BIO

Adam Szerlag is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been in the industry since September 17, 2023. Adam has a Series 7TO and a Series 66 license. Adam also holds an SIE license. Adam is registered in 23 states as a registered representative and investment advisor.

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ADVISOR BIO

Aileen Ryan is a financial professional registered with SPC in ANN ARBOR, MI. Aileen has over 17 years of experience in the financial services industry. Aileen is a registered representative with SPC and is also a registered investment advisor representative. Previously, Aileen was registered with PARKLAND SECURITIES, LLC and SIGMA FINANCIAL CORPORATION. Aileen has passed a number of industry exams including Series 7, 24, 53, 31, 52TO, SIE and the Uniform Combined State Law Examination (Series 66). Aileen has a strong background in financial planning, portfolio management and consulting.

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ADVISOR BIO

Alan Aldo Waker is a registered investment advisor representative with SPC, an investment firm based in Ann Arbor, Michigan. Alan has over 17 years of experience in the financial services industry. Prior to joining SPC, Alan worked at several other financial institutions, including Southwest Securities, Inc., SWS Financial Services, Inc., and Charles Schwab & Co., Inc. Alan holds Series 66, Series 7, and SIE licenses. Alan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit sharing plans. Alan provides financial services to a diverse clientele, including individuals, corporations, trusts, estates, charitable organizations, and pension and profit sharing plans. Alan is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Alan Osvald Bender is a financial advisor registered with SPC in ANN ARBOR, MI. Alan has been in the industry since April 19, 2003. Alan is also registered with INTERSECURITIES, INC. and ROYAL ALLIANCE ASSOCIATES, INC. Alan holds Series 6, 7, 63 and 66 licenses, and the SIE. Alan has a total of 6 approved state registrations, including Arizona, California, Florida, Georgia, Michigan and Nevada. Alan also provides consultation services, financial planning, pension consulting and educational seminars in addition to portfolio management for individuals and businesses.

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