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Collin D

Series 66

Okemos, MI

Hantz financial Services, Inc.

Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with one year of experience at the firm. He holds a Series 66 designation and has prior work experience at Northwood University, Lansing Community College, Relli's, and Dewitt High School. Hantz Financial Services, Inc. serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark B

Series 63

Independence, OH

Hantz financial Services, Inc.

Mark Bock is a financial advisor with Hantz Financial Services, Inc. He holds the Series 63 designation and has 31 years of industry experience, including 27 years with Hantz Financial Services. Outside of his advisory role, he manages a family investment portfolio and estate planning through Bock Family, LLC. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios combined with access to third-party managers and tax-aware strategies, operating both discretionary and non-discretionary mandates.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Renee Y

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has been with Hantz Financial Services since 1998. Outside of her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., the parent company of multiple Hantz affiliates, overseeing financial statement preparation. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs a model-driven ETF investment approach supplemented by third-party money managers and provides expanded implementation capabilities through affiliated entities including a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Phillip P

Series 66

Okemos, MI

Hantz financial Services, Inc.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Michigan State University and the University of Michigan. 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 implementation capabilities through affiliated entities such as a trust company and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Clayton F

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Clayton Funnell is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. 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 a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael A

CFP®, ChFC®, Series 63

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Addor is a CFP® and ChFC® with 35 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI since 1999. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated banking, consulting, and insurance businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Marcus D

Series 66

Grandville, MI

Hantz financial Services, Inc.

Marcus Dixon is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has been with the firm since 2024. Prior to joining Hantz, he worked in retail and education roles. Hantz Financial Services is an enterprise investment adviser and 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, emphasizing diversified, ETF-centered model portfolios and a range of wealth management and financial planning services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samantha E

Series 66, Series 63

Willoughby, OH

Hantz financial Services, Inc.

Samantha Escobedo is a financial advisor with Hantz Financial Services, Inc. She holds Series 66 and Series 63 licenses and has 10 years of industry experience. She 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 clients, and retirement plan sponsors through a multi-advisor platform offering financial planning, wealth management, retirement plan consulting, and a range of model-based ETF strategies and separately managed accounts.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Corey H

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hantz Financial Services, Corey worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and other firms. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, and consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Henry P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience including a role in the Michigan State Senate and positions at Western Michigan University and Black Rock. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David S

Series 63

Taylor, MI

Hantz financial Services, Inc.

David Smith is a financial advisor at Hantz Financial Services, Inc. with 36 years of industry experience. He has been with Hantz Financial Services since 1999 and holds a Series 63 designation. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed accounts, and direct-indexing partnerships, while also offering fiduciary retirement-plan services and affiliated implementation capabilities.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Delmar H

CFP®, Series 66

Marquette, MI

Hantz financial Services, Inc.

Delmar Hall is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2015. He holds the Series 66 designation and is based in Marquette, MI. 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, separately managed accounts, and unified managed account solutions, supported by affiliated entities such as a trust bank and in-house tax and business consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeremiah M

Series 63, Series 66

Davison, MI

Hantz financial Services, Inc.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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 complemented by separately managed accounts, unified managed account solutions, and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and consulting businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jakob H

Series 66

Sault Ste. Marie, MI

Hantz financial Services, Inc.

Jakob Hopkins is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Hantz, he gained experience through roles at Lake Superior State University, the United States Marine Corps Reserve, The Wicked Sister, and Sault Area High School. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, supported by a broad range of affiliated financial services including mortgage brokerage, insurance, and retirement plan consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob H

CFP®, Series 65, Series 63

Southfield, MI

Hantz financial Services, Inc.

Jacob Hansen is a CFP® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Paul La Baere is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz since 2018. Prior to his current role, he was employed at Soaring Eagle Casino & Resort and Jets Pizza, and spent five years at Central Michigan University. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and rebalancing, while providing a range of services including financial planning, wealth management, retirement consulting, mortgage brokerage, and insurance through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jamie U

Series 63, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Jamie Urbanski is a financial advisor at Hantz Financial Services, Inc. with 28 years of industry experience. He has been with Hantz Financial Services since 1999 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 focuses on model-driven ETF strategies complemented by separately managed accounts and unified managed account solutions, and offers a broad range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robert W

Series 66

Southfield, MI

Hantz financial Services, Inc.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his current role, he was employed at ReMax Eclipse and Maggiano's Little Italy. 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 offers a range of fiduciary and advisory services supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Carson R

Series 66

Okemos, MI

Hantz financial Services, Inc.

Carson Raeder is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz, he held various roles including positions at Texas Roadhouse and Showroom Shine. 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 with diversified, ETF-centered model portfolios, financial planning, and wealth management through a multi-advisor platform.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael C

CFP®, ChFC®, Series 63

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Carmouche is a CFP® and ChFC® with 31 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 1999. Based in Ann Arbor, MI, Carmouche holds a Series 63 license and has spent over two decades at his current firm. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach using ETFs, supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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