Megan Lynn Heaton

Kory Kaunisto is a financial advisor at Kaunisto Capital L.L.C. with one year of industry experience. He previously worked at Gehlen Braeutigam Capital and Citi. Kaunisto holds a Series 65 designation. Kaunisto Capital L.L.C. provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs fundamental analysis and a combination of long- and short-term strategies, utilizing equities, ETFs, options, and digital assets, and generally operates with discretionary trading authority.

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. He has been with Hantz Financial since 2004 and holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it operates with affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Carlie Anderson is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hantz Financial Services since 2018. Prior to that, she was with Cuna Brokerage Services, Inc. and Soo Co Op Credit Union. Outside of her advisory role, Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Rileigh Rambo is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, MI. She holds Series 65 and Series 63 credentials and has three years of industry experience. Rambo has been with Hantz Financial Services since 2015. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage. Its investment approach centers on diversified, ETF-based model portfolios combined with access to third-party managers and tax-aware strategies.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked in home care, agency services, and automotive repair. Outside of his advisory role, he is also involved in an automotive repair business where he performs maintenance duties. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through diversified, ETF-centered model portfolios and a multi-advisor platform offering financial planning, wealth management, and retirement plan consulting.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2020. Prior to that, she was employed at Lake Superior State University and Birch Hill Grocery. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform and emphasizes diversified, ETF-centered model portfolios combined with tax-aware strategies and access to third-party separately managed account managers.