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Michael P

CFP®, ChFC®, Series 63

Clinton Township, MI

Hantz financial Services, Inc.

Michael Popadich is a CFP®, ChFC® with 32 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. 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 and unified managed accounts, 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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Gregory S

Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Gregory Stewart is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 65 designation with six years of industry experience. His background includes roles at Adrian College and Singh prior to joining Hantz Financial Services in 2018. 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 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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Robert M

Series 66

Canton, MI

Hantz financial Services, Inc.

Robert Mazza is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Hantz Financial Services, he worked at Albion College and in various other roles including at Bilco Tool and Triolet Lawn and Curb. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets for individuals, corporate, and retirement plan sponsors. The firm employs diversified, ETF-centered model portfolios and offers services including financial planning, wealth management, retirement plan consulting, and mortgage brokerage 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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Brendan H

CFP®, Series 66

Davison, MI

Hantz financial Services, Inc.

Brendan Henige is a CFP® with six years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2019. Prior to this, he held positions at Hantz Tax and Business, Nexteer Automotive, Chesaning Pools, and Delta College. Hantz Financial Services, Inc. is a multi-advisor enterprise that manages approximately $10 billion in client assets, serving individual investors, corporate clients, and retirement plan sponsors. The firm emphasizes diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates, and offers a range of services including financial planning, wealth management, and mortgage brokerage 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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Jimmey S

Series 63, Series 65

Midland, MI

Hantz financial Services, Inc.

Jimmey Sequin II is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Hantz Financial Services since 2000 and also has a 21-year work history at Northwood University. 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 and unified managed accounts and offers expanded implementation capabilities through affiliated entities such as a trust bank and in-house 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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Alexander C

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Alexander Calderwood is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, Calderwood is a partner in Oddrealityband, LLC, a live entertainment business where he plays musical instruments and records music. 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 technology-enhanced tools to provide financial planning, portfolio 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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Kelly M

Series 63, Series 66

Southfield, MI

Hantz financial Services, Inc.

Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz 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, corporate and retirement plan sponsors through a multi-advisor platform, offering diversified ETF-centered model portfolios, financial planning, wealth management, and related financial 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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Anthony L

Series 65

Southfield, MI

Hantz financial Services, Inc.

Anthony La Combe is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has been with the firm since 2020. Prior to his advisory role, he worked in education and retail, including positions at Royal Oak Schools, Oakland University, Hungry Howies, and Royal Oak High School. 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 alternative investments, and it features expanded implementation capabilities through affiliated banking, tax, and insurance 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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Samuel O

Series 66

Traverse City, MI

Hantz financial Services, Inc.

Samuel Orlando III is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Maxar, SAIC, Booz Allen Hamilton, and SAIC Engility. Outside of his advisory work, he serves as Head Coach for the Select Team at Lakeshore Soccer Club. 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 supplemented by separately managed accounts and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and insurance operations.

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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Timothy J

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Timothy James is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Hantz Financial Services since 2004. 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 and various managed account solutions, complemented by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

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 L

Series 66, Series 65

Clinton Township, MI

Hantz financial Services, Inc.

Michael Luna is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Hantz since 2013. Outside of his advisory role, he serves as vice president and landlord at Masa Holdings LLC. 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 employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, 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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Kendal N

Series 66

Maumee, OH

Hantz financial Services, Inc.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. 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, supported by affiliated capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination 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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Kevin K

Series 65

Southfield, MI

Hantz financial Services, Inc.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 65 designation with nine 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, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and it offers expanded capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination 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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Garrett T

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2010. 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 financial planning, portfolio and wealth management, and retirement plan consulting with an emphasis on diversified, ETF-centered model portfolios and tax-aware investment 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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Kathryn M

Series 65

Southfield, MI

Hantz financial Services, Inc.

Kathryn Quick is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 designation and has prior experience working at EY LLP and KPMG LLP, with a combined 17 years in accounting and business advisory roles. She is currently associated with Hantz Tax and Business. 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 centered on ETF strategies and offers a range of financial planning, portfolio management, and fiduciary 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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Alexandrea S

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Alexandrea Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. She has worked at Hantz Financial Services since 2017 and also spent time at Cedar Springs Brew Co. and Concordia University. 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 a multi-advisor platform, focusing on diversified, ETF-centered model portfolios combined with third-party 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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