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Grayson M

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Grayson Miller 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 across several companies, including Aptiv, Arbor Research and Trading, and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and offers a combination of advisory, 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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Jonathon C

ChFC®, Series 63

Saginaw, MI

Hantz financial Services, Inc.

Jonathon Chapman is a ChFC® credentialed financial advisor with 34 years of experience, currently with Hantz Financial Services, Inc. since 1999. He also has a longstanding association with Ray Miller Jr. dating back to 1991. Hantz Financial Services, Inc. serves a diverse client base including individual, high-net-worth, pension, charitable, corporate, and business owner clients. The firm focuses on financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance product 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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Emily G

CFP®, Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Emily Glaza is a CFP® professional with 25 years of experience in financial advising, currently with Hantz Financial Services, Inc. since 2001. Outside of her advisory role, she volunteers as a coach for the Nouvel/Freeland School Trap and Skeet Team, serves on the board of the 1in6 Support Group aiding parents of children with special needs, and works as a contractor for Young Living Essential Oils. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and business owners. The firm emphasizes ETF-based model portfolios supplemented by third-party managers and unified accounts, and integrates advisory, brokerage, mortgage, and insurance services along with private fund management and technology partnerships.

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

CFP®, Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Joshua Funsch is a CFP® with 23 years of experience, currently serving at Hantz Financial Services, Inc. in Saginaw, MI since 2003. He holds Series 63 and Series 65 licenses. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party managers and technology-driven solutions to provide financial planning, portfolio management, and retirement plan consulting.

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

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Starrlin Heuschele is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining Hantz, he worked in various roles including at Sams Club and Links of Novi, and attended Central Michigan University. Hantz Financial Services serves a diverse clientele including individual investors, high-net-worth households, pension and profit-sharing plans, and business owners. The firm specializes in financial planning and portfolio management through ETF-based model portfolios and third-party strategies, 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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Samuel B

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Samuel Brushaber is a financial advisor with Hantz Financial Services, Inc. in Saginaw, MI. He holds the Series 66 designation and has eight years of industry experience, including roles at Chemical Bank and Albion College prior to joining Hantz Financial Services in 2017. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts, and combines advisory 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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Gage C

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Gage Chapin is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and began his advisory career in 2024. Prior to joining Hantz, he was affiliated with Northwood University and Bullock Creek High School. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels and integrates third-party money managers and Direct Indexing, combining advisory, brokerage, 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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Thomas H

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Thomas Heslip is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes positions at Zehnders, Mercy Plus Care, and Northwood University. Hantz Financial Services, Inc. serves a diverse client base including individual investors, high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios supported by third-party managers and technology-driven solutions, 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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Daniel N

Series 63, Series 66

Saginaw, MI

Hantz financial Services, Inc.

Daniel Nelson is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology platforms such as Direct Indexing and AI-assisted 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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Weston P

CFP®, Series 66

Saginaw, MI

Hantz financial Services, Inc.

Weston Powell is a CFP® with four years of industry experience, currently serving at Hantz Financial Services, Inc. in Saginaw, MI since 2022. His prior work history includes roles in education and retail, including positions at Northwood University and Zehnder's of Frankenmuth. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven solutions such as tax-loss harvesting and AI-assisted 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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Clayton F

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Clayton Funnell is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios across multiple risk levels, complemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting.

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

Series 63, Series 66

Saginaw, MI

Hantz financial Services, Inc.

Ryan Brown is a financial advisor at Hantz Financial Services, Inc. in Saginaw, Michigan, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz Financial Services since 2010. 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 managers and Direct Indexing, while combining advisory, broker-dealer, mortgage, and insurance activities.

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

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Kelly Neil is a financial advisor with Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation and 19 years of industry experience. He has worked with Hantz Financial Services since 2008 and was previously associated with Wells Fargo Clearing in 2007. 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 provides financial planning, portfolio and wealth management through ETF-based model portfolios and third-party SMA strategies, alongside 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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