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Blake S

CFP®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Blake Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Hantz Financial Services, Inc. since 2012. 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 fiduciary and advisory services supported by affiliated financial 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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Charles G

Series 66

Southfield, MI

Hantz financial Services, Inc.

Charles Godman is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. His background also includes roles outside finance, such as positions at Central Michigan University, Canton Canopies, Target, and Canton High School. 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 features expanded implementation capabilities through affiliated entities such as a trust bank and in-house 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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Brandon P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brandon Pinskey is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Hantz Financial Services since 2016. 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 client assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while also providing mortgage brokerage 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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Neil S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Neil Shaw is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Shaw worked in various roles including positions in construction and education. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by a parent company structure that includes a trust bank and affiliated 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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Robert M

Series 65

Southfield, MI

Hantz financial Services, Inc.

Robert Miller III is a financial advisor with Hantz Financial Services, Inc., holding a Series 65 designation and five years of industry experience. His prior work includes roles at Vision Collison and ongoing involvement with the City of Laingsburg as a City Council Member. Outside of finance, he works as a weekend greens mower at Pine Hills Golf Course. 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 investment approach focused on ETF strategies, supplemented by separately managed accounts and unified managed account solutions, 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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Steven S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Steven Slaughter is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and 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 a model-driven investment approach focused on ETF strategies, supplemented 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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Bryce B

CFP®, ChFC®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Bryce Barteck is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. Prior to joining Hantz Group in 2017, he worked at Eastern Michigan University from 2013 to 2020. 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.

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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John H

CFP®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

John Hantz is a CFP® professional with 40 years of industry experience, currently serving at Hantz Financial Services, Inc. since 1998 and JRH Financial Services since 2001. He holds leadership roles as president, CEO, and majority shareholder in several non-investment-related entities, including Hantz Group, Inc., and serves on the board of Photon Insights, a start-up analytic company. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors with financial planning, portfolio and wealth management, and fiduciary retirement-plan services. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and access to alternative investments, supported by affiliated entities such as a state-chartered trust bank and in-house 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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Loren D

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Loren Del Monico is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Hantz Financial Services in 2020, he worked in construction and manufacturing roles. 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 offers a broad 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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Kyle B

Series 66

Southfield, MI

Hantz financial Services, Inc.

Kyle Bowerson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes a role at DVNN Boats and various positions in education and retail. 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 emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, 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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Shaun H

Series 66

Southfield, MI

Hantz financial Services, Inc.

Shaun Holness is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans for one year before joining Hantz Financial in 2017. 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 diversified ETF-centered model portfolios, 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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Renee M

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Renee Muccioli is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She previously worked for Credit Union One for 15 years. 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’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by affiliated banking, tax, 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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Shane J

Series 66

Southfield, MI

Hantz financial Services, Inc.

Shane Jackson is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2011. 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’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed accounts and direct-indexing, and features expanded implementation capabilities through affiliated entities including 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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Christian R

Series 66

Southfield, MI

Hantz financial Services, Inc.

Christian Ramage is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wiley Books and UPS. Ramage’s background also includes experience at West Shore Golf & CC 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 employs model-driven ETF strategies alongside separately managed accounts 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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Erica K

Series 65, Series 63

Southfield, MI

Hantz financial Services, Inc.

Erica Khinchuk Scheinker is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Hantz Financial Services since 2013. Hantz Financial Services is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and retirement 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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Ian G

CFP®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Ian Gappy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hantz Financial Services, Inc., where he has worked since 2018. His prior experience includes roles at Advanced Wealth Strategies and College Fresh Inc. 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 emphasizes diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing, and it offers a range of services including financial planning, portfolio management, and mortgage brokerage 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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Ryan S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Sharpe is a financial advisor with Hantz Financial Services, Inc. holding a Series 66 designation. He has no prior industry experience before joining Hantz Financial Services, where he has worked since 2025. Outside of his advisory role, he is involved with Sharpe Engineering, a business he has operated since 2022. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with about $10 billion in assets under management. The firm utilizes diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement consulting, and access to third-party managers, distinguishing itself through its broad range of affiliated financial services and technology partnerships.

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 W

Series 66

Southfield, MI

Hantz financial Services, Inc.

Michael Woods is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in the restaurant industry, including positions at Kona Grill and Rocket Mortgage. Outside of advising, he works as a bartender on weekends at Kona Grill in Troy, Michigan. Hantz Financial Services serves a broad 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, 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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Eric M

Series 66, Series 63

Southfield, MI

Hantz financial Services, Inc.

Eric Manczyk is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Cardinal Financial and United Wholesale Mortgage prior to joining Hantz Financial Services. Hantz Financial Services is an enterprise investment adviser and broker-dealer serving 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 and offers a range of services including financial planning, portfolio management, and retirement plan 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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Jacqueline K

Series 66

Southfield, MI

Hantz financial Services, Inc.

Jacqueline Kallis is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, she worked at Francesca's and Albion College. 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 using diversified, ETF-centered model portfolios and offers financial planning, wealth management, retirement consulting, and affiliated mortgage and insurance 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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