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Grayson M

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Grayson Miller is a financial advisor with Hantz Financial Services, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aptiv, Arbor Research and Trading, and United Wholesale Mortgage. 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 range of wealth management, financial planning, and retirement 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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Jonathon C

ChFC®, Series 63

Saginaw, MI

Hantz financial Services, Inc.

Jonathon Chapman is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding the ChFC® designation and Series 63 license with 34 years of industry experience. He has been with Hantz Financial Services since 1999 and has a concurrent affiliation with Ray Miller Jr. since 1991. 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 banking, tax, and consulting 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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Emily G

CFP®, Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Emily Glaza is a CFP® professional with 24 years of experience in financial advising, currently serving at Hantz Financial Services, Inc. since 2001. She holds Series 63 and Series 65 licenses and is based in Saginaw, MI. Outside of her advisory role, she volunteers as a coach for the Nouvel/Freeland School Trap and Skeet Team and serves on the board of 1in6 Support Group, which provides support to parents of children with disabilities. Hantz Financial Services serves a diverse client base including individuals, charitable organizations, businesses, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and direct indexing, supported by a parent company structure with affiliated banking, tax, consulting, insurance, and mortgage 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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Joshua F

CFP®, Series 63, Series 65

Saginaw, MI

Hantz financial Services, Inc.

Joshua Funsch is a CFP®-certified financial advisor with over 22 years of experience, currently with Hantz Financial Services, Inc. in Saginaw, MI, where he has worked since 2003. He holds Series 63 and Series 65 licenses. 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 complemented by separately managed accounts, unified managed accounts, and access to alternative investments, supported by affiliated entities offering 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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Starrlin H

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Starrlin Heuschele 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 at several companies including Sams Club and Links of Novi. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with roughly $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios and offers a broad range of financial services including wealth management, retirement consulting, mortgage brokerage, and insurance 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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Samuel B

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Samuel Brushaber 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 Financial Services since 2017, following a brief tenure at Chemical Bank and a position at Albion College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors. The firm manages approximately $10 billion in assets through a multi-advisor platform and offers diversified, ETF-centered model portfolios alongside financial planning, wealth management, and retirement 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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Thomas H

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Thomas Heslip 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 at Zehnders and Mercy Plus Care. Hantz Financial Services, Inc. is an enterprise advisory firm managing approximately $10 billion in client assets. It serves individual investors, corporate clients, and retirement plan sponsors using diversified, ETF-centered model portfolios and offers services including financial planning, portfolio management, retirement consulting, mortgage brokerage, and insurance through its 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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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, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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 banking, tax, consulting, insurance, and mortgage 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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Weston P

CFP®, Series 66

Saginaw, MI

Hantz financial Services, Inc.

Weston Powell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, with four years of industry experience. Prior to joining Hantz Financial Services, he worked at Northwood University and has held roles in both educational and retail settings. 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 services including financial planning, portfolio management, and retirement consulting with an emphasis on diversified, ETF-centered model portfolios.

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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Clayton F

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Clayton Funnell is a financial advisor at Hantz Financial Services, Inc. in Saginaw, 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, 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, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

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 B

Series 63, Series 66

Saginaw, MI

Hantz financial Services, Inc.

Ryan Brown is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding Series 63 and Series 66 licenses with 17 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, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by 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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Kelly N

Series 66

Saginaw, MI

Hantz financial Services, Inc.

Kelly Neil is a financial advisor at Hantz Financial Services, Inc. in Saginaw, MI, holding a Series 66 designation with 19 years of industry experience. He has been with Hantz Financial Services since 2008. 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 offers a range of financial planning, wealth 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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