Frederick Lambert is a Series 65-licensed financial advisor with Hantz Financial Services, Inc. in Bay City, MI, where he has worked since 2014. He has 10 years of industry experience. 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 account solutions, and access to direct indexing and alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Jacob Chapman is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Hantz Financial Services, Chapman worked at Midland Country Club and Michigan State University. Hantz Financial Services serves 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 retirement-plan advisory services.

Jacki Popadich is a CFP® and ChFC® professional with 34 years of industry experience. She has been with Hantz Financial Services, Inc. in Southfield, MI since 1999. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering financial planning, portfolio and wealth management, and retirement plan consulting through a multi-advisor platform that emphasizes diversified, ETF-centered model portfolios and tax-aware strategies.

Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving 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 and offers a range of services including financial planning, wealth management, retirement plan consulting, and mortgage and insurance services through affiliated agencies.

Caleb Christe is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Nexteers Automotive and several educational institutions. 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 utilizing ETF strategies, separately managed accounts, and unified managed account solutions, supported by a broad range of affiliated financial and consulting services.

Nicholas Sequin is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Hantz Financial Services, Inc. since 2011. 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 diversified, ETF-centered model portfolios alongside wealth management, financial planning, retirement consulting, mortgage brokerage, and insurance services.

Michael Lacombe is a CFP® and ChFC® with 10 years of industry experience. He has been with Hantz Financial Services, Inc. since 2015, including its predecessor entity, and worked at the University of Charleston from 2013 to 2017. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

Michael Turner is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. He has worked at Hantz Financial Services since 2017 and previously was employed at XPO Logistics from 2013 to 2017. 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 model-driven ETF strategies and combines these with separately managed accounts and third-party money managers, while also providing access to alternative investments and advanced tools such as generative AI for client data analysis.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services since 1999. 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 supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.

Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.

Kelly Neil is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation with 19 years of industry experience. He has been with Hantz Financial Services since 2008. 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 and offers a range of financial planning, wealth management, and fiduciary services.

Griffin Summers 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 various roles including at Delhi Township and Central Michigan University. Summers has also been involved seasonally as a parks worker in Holt, 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 offers a range of financial planning, portfolio management, and fiduciary services.

Brendon Daly is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Shinola and several educational institutions. 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 and employs a diversified, ETF-centered investment approach supplemented by third-party managers and tax-aware strategies.

Hailie Quartz is a financial advisor at Hantz Financial Services, Inc. with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Hantz Financial Services and prior positions outside the financial sector. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, wealth management, and consulting services, supported by a multi-advisor platform and a variety of affiliated financial activities.

Hunter Phipps is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2016. Prior to this, he worked at Adrian College for three years. Outside of his advisory role, he is involved in a custom handmade signs business where he assists with production and vendor events. Hantz Financial Services, Inc. manages approximately $10 billion in client assets and serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio management, retirement consulting, and additional services including mortgage brokerage and insurance through affiliated agencies.

Bryce Monroe is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Hantz Financial Services, he held roles at Wolverine Water, Kamins Parts Plus, and the University of Michigan. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers a range of services including financial planning, portfolio and wealth management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2020 and previously worked at Bowling Green State University and the University of Phoenix. 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 along with separately managed accounts and unified managed account solutions, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Joseph Swope is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. He has worked at Hantz Financial Services since 2023 and previously oversaw security operations for Cardinal Corners LLC, a non-investment-related apartment complex. 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 tax-aware implementations, offering a range of financial planning and wealth management services alongside mortgage brokerage and insurance through affiliated agencies.

Gavin Patterson is a Certified Financial Planner® with three years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. He has worked at Hantz Financial Services since 2022 and previously held roles at Saginaw Valley State University, Subway, M.J. Electric, and New Lothrop High School. Hantz Financial Services, Inc. is an enterprise investment advisor 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 diversified ETF-centered model portfolios, wealth management, retirement plan consulting, and affiliated mortgage and insurance services.