Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. He has been with Hantz Financial since 2004 and 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 utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it operates with affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Carlie Anderson is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hantz Financial Services since 2018. Prior to that, she was with Cuna Brokerage Services, Inc. and Soo Co Op Credit Union. Outside of her advisory role, Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. 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 capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Rileigh Rambo is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, MI. She holds Series 65 and Series 63 credentials and has three years of industry experience. Rambo has been with Hantz Financial Services since 2015. 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 and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage. Its investment approach centers on diversified, ETF-based model portfolios combined with access to third-party managers and tax-aware strategies.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked in home care, agency services, and automotive repair. Outside of his advisory role, he is also involved in an automotive repair business where he performs maintenance duties. 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 and retirement plan sponsors through diversified, ETF-centered model portfolios and a multi-advisor platform offering financial planning, wealth management, and retirement plan consulting.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2020. Prior to that, she was employed at Lake Superior State University and Birch Hill Grocery. 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 and emphasizes diversified, ETF-centered model portfolios combined with tax-aware strategies and access to third-party separately managed account managers.

Jonathon Coe is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2012. He holds a Series 66 license and is based in Sault Ste. Marie, MI. Hantz Financial Services provides financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services to 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, unified managed account solutions, and partnerships offering direct-indexing and alternative investments, supported by affiliated entities such as a trust bank and in-house tax and consulting services.

Joshua Hester is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2023. Outside of his advisory role, he is the owner of Upward Potential, a technical consulting business. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Jakob Hopkins is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Hantz, he gained experience through roles at Lake Superior State University, the United States Marine Corps Reserve, The Wicked Sister, and Sault Area High School. 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 emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, supported by a broad range of affiliated financial services including mortgage brokerage, insurance, and retirement plan consulting.