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Kelly R

Series 66

Southfield, MI

Hantz financial Services, Inc.

Kelly Russo is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. She holds the Series 66 designation and has previously worked at Credit Union One and Hantz Bank. Russo has been with Hantz Financial Services since 2020. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, and combines 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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Riley W

Series 66

Southfield, MI

Hantz financial Services, Inc.

Riley Wancket is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Art and Jake's Sports Bar, Bigalora Cucina, and positions at the University of Michigan and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party money managers and unified managed accounts. The firm integrates advisory, broker-dealer, mortgage, and insurance activities, along with technology partnerships and private fund management, distinguishing it from many enterprise advisory firms.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Claudio Duhanxhiu is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience in sectors including food service and education. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and 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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Glenn S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Glenn Stratton is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 credential and 12 years of industry experience. He has been with Hantz Financial Services since 2014. Hantz Financial Services 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 integrates advisory, brokerage, mortgage, and insurance services within its enterprise.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Mason Burkhart is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience working with Hockey Services and Farm Bureau Insurance. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth 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 Direct Indexing, and combines advisory, brokerage, mortgage, and insurance activities within an integrated 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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Ryan L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Laorr is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His work history includes roles at Hantz Financial Services since 2021, as well as positions at Uber, Agile Health, Michigan State IT, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and direct indexing, with integrated technology solutions for portfolio management and tax optimization.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Jonathan Hall is a financial advisor with 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 at the University of Michigan - Dearborn and has experience in catering and outdoor services. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting, 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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Samantha C

Series 63, Series 65, Series 66

Southfield, MI

Hantz financial Services, Inc.

Samantha Cornish is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hantz Financial Services since 2015, with additional roles at Indica LLC, Core Collective LLC, and other firms. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm employs ETF-based model portfolios combined with third-party money managers and incorporates technology-driven solutions such as automated 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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Jamie R

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Jamie Racine is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios with a multi-gear risk framework, supplemented by third-party managers and Direct Indexing, and operates with a combination of advisory, brokerage, 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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Derek V

Series 66

Southfield, MI

Hantz financial Services, Inc.

Derek Veginski is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds a Series 66 designation and has 13 years of industry experience, all of which has been with Hantz Financial Services since 2012. 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 and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, and is noted for its combination of advisory, broker-dealer, mortgage, insurance, and private fund management activities.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Jacob Heuer is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz in 2025, he worked at Weed Lady and Landaal. Hantz Financial Services 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 and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and differentiated by its integration 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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Jake T

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Jake Tocco is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses and has a diverse background including roles at Home Depot, Teph Seal, and Concordia. Hantz Financial Services serves individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes advanced technology partnerships to support its investment and client management processes.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Woodrow Glazer 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 Brown Wilbert and Clinton Conservation. Glazer's background also includes four years at Hillsdale College. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven strategies 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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Kayla M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Kayla Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Antzia and Wayne State University. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology platforms, and offers integrated 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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Scott F

Series 66

Southfield, MI

Hantz financial Services, Inc.

Scott Fredrikson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has 11 years of industry experience, all with Hantz since 2015. Hantz Financial Services, Inc. serves individual clients, 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 across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within a single enterprise.

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

CFP®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Kathryn Sloan is a CFP®-designated financial advisor with Hantz Financial Services, Inc. in Southfield, MI, where she has worked for 18 years. She holds Series 63 and Series 65 licenses. Hantz Financial Services 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 and wealth management through ETF-based model portfolios, third-party money managers, and Direct Indexing, integrating technology and multiple service lines uncommon among enterprise advisors.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial since 2018, following roles at Wayne State University. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, integrates third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities 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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Brendan L

ChFC®, Series 66

Southfield, MI

Hantz financial Services, Inc.

Brendan La Charite is a financial advisor with Hantz Financial Services, Inc. He holds the ChFC® designation and Series 66 registration, with four years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked in beverage distribution, higher education, and the automotive service industry. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios supported by third-party managers and advanced technology platforms.

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

ChFC®, Series 63

Southfield, MI

Hantz financial Services, Inc.

Margaret Cull is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and Series 63 license. She has 33 years of industry experience, including 27 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining 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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Connor S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products 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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