Michael Lantz is a CFP® with 36 years of industry experience, currently serving at Lantz Financial LLC, where he has worked since 2017. Prior to that, he spent 25 years with Wells Fargo Advisors and four years at Private Client Services. He holds a Series 63 designation and operates out of Naperville, IL. Lantz Financial LLC serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $994 million in assets and employs a globally diversified investment approach using mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles and objectives.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Derek Raridon is a financial advisor with Lantz Financial LLC in Naperville, IL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Lantz Financial, he worked at Sears Holdings from 2016 to 2018. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory with global diversification, primarily using mutual funds and ETFs.

Kristin Crowley is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. She has been with Lantz Financial since 2019. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory, focusing on global diversification primarily through mutual funds and exchange-traded funds.

Madeline Griffith is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with two years of industry experience. She has been with Lantz Financial since 2017. Lantz Financial provides portfolio management, investment advisory, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in assets and employs a globally diversified investment approach primarily using mutual funds and ETFs, tailored to client goals and risk tolerance.

Logan Schaefer is a CFP® professional with Lantz Financial LLC in Naperville, IL. He has been with the firm since 2023 and has a total of nine years in the industry. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, and businesses. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.