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Trenton B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. 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 provides financial planning, portfolio and wealth management, as well as retirement plan consulting, utilizing diversified, ETF-centered model portfolios and 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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Ryan W

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Ryan Waddell is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Hantz Financial Services, he worked at Eastern Michigan University and Airborne Adventure Park. Hantz Financial Services 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 focuses on diversified, ETF-centered model portfolios, asset allocation, and uses both discretionary and non-discretionary mandates supported by 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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Sean K

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Sean Kassab 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 Altitude CRE, Oakland University, Oakland Community College, SpringHill Marriott, and Super S Wine Store. Hantz Financial Services, Inc. is an enterprise investment adviser and broker‑dealer serving individual, corporate, and retirement plan clients through a multi-advisor platform managing approximately $10 billion in assets. The firm specializes in diversified, ETF-centered model portfolios, financial planning, wealth management, and offers a range of affiliated financial services 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
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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
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James P

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

James Polisuk is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation and 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, 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 it 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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Rachel D

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Rachel Doutsas is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 13 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Outside of her advisory role, she owns and operates Modern Murals, LLC, where she creates and sells custom artwork. 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, 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
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Christopher K

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Christopher Kemp is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services, supported by affiliated entities such as a trust-only 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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Paige S

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Paige Smola is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. She 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 utilizes 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.

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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Bradley T

Series 63, Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Bradley Turnwald is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, 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, offering a range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a state-chartered 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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Haley H

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Haley Hegenauer is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. She holds a Series 66 designation and has two years of industry experience, including prior roles at Mercer Advisors and Hantz Financial Services. 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, with additional capabilities in insurance, mortgage brokerage, and affiliated trust 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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Logan H

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Logan Harkins is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz Financial Services in 2025, he worked in education at Lawrence Tech University and several schools. Outside of finance, he has been involved with Soccer World since 2021. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual, corporate, and retirement plan clients through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-focused model portfolios with various strategies and offers a range of financial planning, wealth management, retirement consulting, and mortgage 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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Kassem A

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Kassem Atwi is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2022. Prior to his advisory role, he held various positions including roles at DoorDash and the University of Michigan. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm uses a model-driven ETF investment approach complemented by 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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Brian W

Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Brian West is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the Series 65 designation and has 10 years of industry experience. West has been with Hantz Financial Services since 2004. 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 a range of services including financial planning, portfolio and wealth management, retirement plan consulting, and model-based ETF strategies with an emphasis on diversified, ETF-centered portfolios and tax-aware implementations.

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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Vincent G

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to joining Hantz Financial Services, he worked for the City of Trenton and was affiliated with the University of Michigan - Dearborn. 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 and unified managed accounts, and offers expanded implementation capabilities through 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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Craig B

CFP®, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Craig Blasiman is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2013. He holds a Series 66 license and provides financial planning and investment advisory services as part of a large enterprise firm. 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 state-chartered 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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Griffin J

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Griffin Jenkinson is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Hantz Financial Services, he worked at The Weed Lady and held several roles at Landaal Packaging and other organizations. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in assets through diversified, ETF-centered model portfolios and offers services such as financial planning, portfolio and wealth management, retirement plan consulting, 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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Charles C

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Charles Crandall II is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2023. Prior to his advisory role, he held various positions in the food service and education sectors. 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 state-chartered 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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Emma B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Emma Bielby is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Hantz Financial Services 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 assets. The firm offers a range of services including financial planning, portfolio and wealth management, and employs an ETF-centered investment approach with 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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Michael T

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

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.

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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Bryce M

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

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.

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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