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Jordan C

Series 66

Southfield, MI

Hantz financial Services, Inc.

Jordan Cater is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and 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 model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated tax, business consulting, insurance, and mortgage origination 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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Darin A

CFP®, Series 66

Grandville, MI

Hantz financial Services, Inc.

Darin Aprea is a CFP® with two years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. His prior roles include positions at Michigan State University and Traverse City Country Club. 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, emphasizing diversified ETF-centered model portfolios, asset allocation, 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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Bryanna W

Series 65, Series 63

Southfield, MI

Hantz financial Services, Inc.

Bryanna Wancket is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial Services since 2018. Prior to her advisory role, she had intermittent employment at Franklin Hills Country Club. 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 with a range of investment strategies and offers financial planning, portfolio management, retirement consulting, 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
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Brandon W

Series 66

Taylor, MI

Hantz financial Services, Inc.

Brandon Wylie is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and three years of industry experience. Prior to joining Hantz in 2022, he worked in various roles including positions at Albion College, The Home Depot, and the University of Michigan - Dearborn. Outside of finance, he serves as an ice hockey referee with USA Hockey. 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 that emphasizes diversified, ETF-centered model portfolios and offers a range of financial planning, portfolio management, and related 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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Al Trashonna D

Series 65

Southfield, MI

Hantz financial Services, Inc.

Al Trashonna Dillon is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including 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 alongside separately managed accounts and unified managed account solutions, supported by a parent company structure that includes affiliated banking, 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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Zachary W

Series 66

Grandville, MI

Hantz financial Services, Inc.

Zachary Wilson is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior work experience includes roles in education and business, including positions at West Michigan Aviation Academy and Tommy's Express. 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 access to 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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Joshua H

Series 66

Southfield, MI

Hantz financial Services, Inc.

Joshua Hintze is a financial advisor at Hantz Financial Services, Inc. based in Southfield, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he held positions in education and various service roles. 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, and offers a range of 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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Connor B

Series 66

Willoughby, OH

Hantz financial Services, Inc.

Connor Butler is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Stratos Wealth Partner and PM Graphics. 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 employs a diversified, ETF-centered investment approach with both discretionary and non-discretionary mandates and offers a range of financial planning, portfolio management, and related services supported by a broad network of affiliated financial activities.

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 L

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Samuel Lasher is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has been with Hantz Financial Services since 2025. Prior to joining the firm, he worked at Isabella Bank for 16 years and has experience in various roles including positions at Northwood University and the Gerstacker Foundation. 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 tax, business consulting, and retirement-plan 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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Ryan L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Liszewski is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Oakland University and was involved with It's a Matter of Taste. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by expanded implementation capabilities and affiliated entities such as a trust bank 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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Caitlin D

Series 66

Davison, MI

Hantz financial Services, Inc.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles in education and catering. Draper is currently based in Davison, MI. Hantz Financial Services serves a diverse client base, including individuals, 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 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
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Wesley K

CFP®, Series 66

Mt. Pleasant, MI

Hantz financial Services, Inc.

Wesley Kenny is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2014. He holds the Series 66 designation and is based in Mt. Pleasant, Michigan. Outside of his advisory role, he volunteers as the Secretary and a Council Member at St. Paul’s Evangelical Lutheran Church in Remus, Michigan. 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 clients, and retirement plan sponsors through diversified, ETF-centered model portfolios and offers a broad range of financial planning, wealth 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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Benjamin P

Series 66

Bay City, MI

Hantz financial Services, Inc.

Benjamin Piggott is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Bluemark Financial Advisor and Dick's Sporting Goods. His background also includes roles in education and recreation management. 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’s investment approach centers on diversified, ETF-focused model portfolios combined with access to third-party managers and tax-aware strategies, offering 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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Jeffery S

ChFC®, Series 63

Okemos, MI

Hantz financial Services, Inc.

Jeffery Soper is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, with 33 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Hantz Financial Services since 2006. 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 and offers a range of financial planning, wealth management, and retirement-plan advisory services, supported by in-house tax, business consulting, and affiliated insurance and mortgage origination 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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Quinten P

Series 66

Bay City, MI

Hantz financial Services, Inc.

Quinten Perez 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 NCVW Management and Great Lakes Bay Health Centers. 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 diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage.

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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Austin T

CFP®, ChFC®, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Austin Tapley is a CFP® and ChFC® professional with three years of industry experience, currently working at Hantz Financial Services, Inc. in Ann Arbor, MI. His prior experience includes roles at Adrian College and Northwest Middle/High School, as well as operating a seasonal landscaping and snow removal business. 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 focuses on diversified, ETF-centered model portfolios with both discretionary and non-discretionary mandates and offers a range of services including financial planning, portfolio management, retirement 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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James A

CFP®, ChFC®, Series 63, Series 65

Willoughby, OH

Hantz financial Services, Inc.

James Albanese is a CFP® and ChFC® with 34 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. 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 expanded implementation capabilities through its affiliated entities, including a trust-only 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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Brooke P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brooke Popadich is a Series 66 licensed financial advisor with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Southfield, MI. Her work history includes roles at Hantz Financial Services as well as experience at the University of Chicago and Choate Rosemary Hall. 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 and a range of 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
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Rileigh R

Series 65, Series 63

Sault Ste. Marie, MI

Hantz financial Services, Inc.

Rileigh Rambo is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, MI. She holds Series 65 and Series 63 credentials and has three years of industry experience. Rambo 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 and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage. Its investment approach centers on diversified, ETF-based model portfolios combined with access to 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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Jake W

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Jake Wohlfert is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions at Tropical Smoothie Cafe and Target. Wohlfert is also involved with the University of Michigan - Flint. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving 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 with asset allocation and periodic rebalancing, 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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