Samantha Jo Wollan

Kory Kaunisto is the sole advisor at Kaunisto Capital L.L.C. and holds a Series 65 designation with one year of industry experience. His prior work includes roles at Gehlen Braeutigam Capital and Citi, spanning eight years combined. Kaunisto Capital provides discretionary and non-discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses, managing approximately $1.96 million in assets. The firm uses fundamental analysis with both long- and short-term strategies, advising across equities, ETFs—including digital-asset ETFs—and foreign securities, and operates through an institutional brokerage platform.

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. in Sault Ste. Marie, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hantz Financial since 2004. Hantz Financial Services, Inc. serves individual clients, 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 money managers and technology platforms, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Carlie Anderson is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, Michigan. She holds Series 63 and Series 66 licenses and has 16 years of industry experience, including eight years each at Cuna Brokerage Services, Inc. and Soo Co Op Credit Union prior to joining Hantz Financial Services in 2018. Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charities, corporations, and business owners. The firm utilizes ETF-based model portfolios alongside third-party managers, offering financial planning, wealth management, retirement consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Rileigh Rambo is a financial advisor at Hantz Financial Services, Inc. with 11 years at the firm and three years of industry experience. She holds Series 63 and Series 65 licenses. Hantz Financial Services, Inc. serves a diverse client base including 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 various risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage-broker, and insurance services through affiliated entities.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience spanning automotive repair and home care services. Outside of advisory work, he is employed part-time in an automotive repair business. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and sophisticated asset-allocation strategies.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience and holds a Series 66 designation. Her work history includes roles at Hantz Financial Services since 2020, Lake Superior State University, and Birch Hill Grocery. Hantz Financial Services serves a diverse client base including individuals, pension plans, charities, and business owners. The firm focuses on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.