Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Leahmarie L

Series 65, Series 63

Willoughby, OH

Hantz financial Services, Inc.

Leahmarie Lamonica is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2014. 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, financial planning, and wealth management 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
user avatar
firm logo

Thomas S

Series 63, Series 65

Sault Ste. Marie, MI

Hantz financial Services, Inc.

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.

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

Brady B

CFP®, ChFC®, Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. 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 unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, 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
user avatar
firm logo

Konnor R

Series 65

Davison, MI

Hantz financial Services, Inc.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services since 2021. Prior to his current role, Robinson held positions at the University of Michigan - Flint and Mott Community College. 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 with diversified, ETF-centered model portfolios, financial planning, and wealth management services, supported by a multi-advisor platform and affiliated mortgage, insurance, and retirement 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
user avatar
firm logo

Jason C

Series 63, Series 65

Midland, MI

Hantz financial Services, Inc.

Jason Crockett is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Hantz Financial since 2003. Outside of his advisory role, Jason has worked as a snowboard and ski instructor 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 alongside separately managed and unified managed accounts, and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax 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
user avatar
firm logo

Courtney T

Series 63, Series 65

Marquette, MI

Hantz financial Services, Inc.

Courtney Ter Mors is a financial advisor at Hantz Financial Services, Inc. in Marquette, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Hantz Financial Services since 2004. 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 provides access to alternative investments and AI-assisted client data analysis, supported by a parent company structure that includes a trust bank and affiliated tax, business consulting, insurance, and mortgage 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
user avatar
firm logo

Courtney M

Series 65

Southfield, MI

Hantz financial Services, Inc.

Courtney Mcrill is a financial advisor at Hantz Financial Services, Inc. with a Series 65 credential and seven years of experience at the firm. Prior to Hantz, Courtney worked at MPG, Inc/American Axle for three years. Outside of advisory work, Courtney is a passive member of a private investment LLC. 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 offers diversified ETF-focused model portfolios, financial planning, and wealth management services, supported by a broad range of affiliated financial activities including mortgage brokerage and insurance.

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

Ashley H

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ashley Humphrey is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI. She holds a Series 66 designation and has recently started her career in the financial industry after 25 years at Dexter A&W. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer that manages approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors with a multi-advisor platform, offering a range of financial planning, portfolio management, and wealth management services that emphasize 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
user avatar
firm logo

Thomas P

CFP®, Series 66

Bay City, MI

Hantz financial Services, Inc.

Thomas Pellerito is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2012. He also serves as Treasurer for the Jean M.R. Smith Foundation, a scholarship and charitable fund. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies and provides expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax 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
user avatar
firm logo

Pamela W

CFP®, ChFC®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Pamela Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of experience at Hantz Financial Services, Inc. located in Southfield, MI. She has been with Hantz Financial Services since 2013. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach with model portfolios and offers a range of financial planning, wealth management, and consulting services 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
user avatar
firm logo

Stephen M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Stephen Mc Avoy is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 designation. He has one year of industry experience, with previous roles at Jackson National Life and United Wholesale Mortgage. Outside of finance, his work history includes positions in education and service industries. 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 management, and retirement consulting. Its investment approach emphasizes diversified, ETF-centered model portfolios and incorporates tax-aware strategies and technology-driven tools.

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

Kevin T

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. 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 it offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax 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
user avatar
firm logo

Daniel F

Series 66

Southfield, MI

Hantz financial Services, Inc.

Daniel Flannery is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Hantz Financial Services in 2017, he worked at LG Electronics, Inc. for six years. 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 offers expanded implementation capabilities through affiliated entities including a state-chartered 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
user avatar
firm logo

Ryan K

Series 66

Grandville, MI

Hantz financial Services, Inc.

Ryan Kiernicki is a financial advisor at Hantz Financial Services, Inc. in Grandville, MI, with 16 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2009. Outside of his advisory role, Kiernicki serves as Treasurer for Junior Chamber International Local Lansing, where he manages budgeting and financial responsibilities for the nonprofit 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 combined with separately managed accounts and unified managed account solutions, supported by affiliated entities offering trust, tax, business consulting, insurance, and mortgage 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
user avatar
firm logo

Jason H

Series 63, Series 65

Midland, MI

Hantz financial Services, Inc.

Jason Hall is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 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 employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses 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
user avatar
firm logo

Ryan R

Series 63, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ryan Racine is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Hantz Financial Services since 2007. 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 trust, tax, business consulting, insurance, and mortgage 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
user avatar
firm logo

Yuri U

Series 66

Southfield, MI

Hantz financial Services, Inc.

Yuri Umanski 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 spent 12 years at Premia Mortgage. 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 assets. The firm’s investment approach centers on diversified, ETF-based model portfolios and incorporates discretionary and non-discretionary mandates alongside mortgage brokerage and insurance services offered 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
user avatar
firm logo

Maria M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Maria Morabito is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2003. 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 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
user avatar
firm logo

Leri L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Leri Langore is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation. Langore joined Hantz Financial Services in 2024 and has prior experience at Rocket Mortgage and Switt Home Loans. 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 offers diversified, ETF-centered model portfolios, financial planning, and wealth management, along with mortgage brokerage and insurance services 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
user avatar
firm logo

Samuel T

Series 66

Southfield, MI

Hantz financial Services, Inc.

Samuel Tomlinson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at One Magnify, Intact Insurance, and the Michigan Unemployment Insurance Agency. 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 alternative investments, supported by affiliated entities offering tax, business consulting, insurance, and mortgage 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)