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Joseph B

Series 66

Maumee, OH

Hantz financial Services, Inc.

Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hantz Financial Services since 2013. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm primarily uses ETF-based model portfolios along with third-party money managers and technology-driven solutions, combining advisory and broker-dealer services with mortgage and insurance product offerings.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Justin S

Series 66

Maumee, OH

Hantz financial Services, Inc.

Justin Snyder is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz since 2018. Prior to that, he spent 12 years at Toledo Molding and Die Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and other solutions, and combines advisory, brokerage, mortgage, and insurance services under one enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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John M

CFP®, ChFC®, Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

John Machcinski is a CFP® and ChFC® with 48 years of industry experience. He has been with Hantz Financial Services, Inc. since 1999. Outside of his advisory role, he holds officer positions in a variety of non-investment-related businesses, including a charter flight company and urban farm development ventures. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Rachel L

CFP®, ChFC®, Series 66

Maumee, OH

Hantz financial Services, Inc.

Rachel Long is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding CFP®, ChFC®, and Series 66 designations with five years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with USA Soccer. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services within its enterprise structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Brian M

Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Brian Mckenna is a financial advisor at Hantz Financial Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz since 2007. Hantz Financial Services, Inc. serves a diverse clientele, including individual and high-net-worth clients, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and operates a combined advisory, broker-dealer, mortgage, and insurance business structure.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Joseph G

Series 66

Maumee, OH

Hantz financial Services, Inc.

Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party SMAs, employing an asset-allocation framework with periodic rebalancing, while integrating technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Kristy T

CFP®, ChFC®, Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Kristy Turnwald is a CFP® and ChFC® with 22 years of experience in financial advising at Hantz Financial Services, Inc., where she has worked since 2004. She holds Series 63 and Series 65 licenses and is based in Maumee, Ohio. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party strategies, alongside brokerage, mortgage, and insurance services through affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Richard E

Series 66

Maumee, OH

Hantz financial Services, Inc.

Richard Escobedo is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in healthcare roles at Promedica Toledo Hospital, Promedica Flower Hospital, and the University of Toledo Medical Center. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management using ETF-based model portfolios, third-party money managers, and Direct Indexing, supported by integrated technology and a combination of advisory, broker-dealer, mortgage, and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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Nicole M

Series 65

Maumee, OH

Hantz financial Services, Inc.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 65 credential with two years of industry experience. She has been with Hantz Financial Services since 2020, previously working at Bowling Green State University and the University of Phoenix. Hantz Financial Services serves individual clients, including high-net-worth households, as well as pension plans, charitable organizations, and business owners. The firm offers financial planning, wealth management through ETF-based model portfolios and third-party managers, retirement plan consulting, and brokerage, mortgage, and insurance services via affiliated entities.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies 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 15 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities with mortgage and insurance product sales.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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