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Margaret C

ChFC®, Series 63

Southfield, MI

Hantz financial Services, Inc.

Margaret Cull is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 1999. She holds a Series 63 designation and is based in Southfield, MI. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors through a multi-advisor platform offering diversified, ETF-centered model portfolios, financial planning, and a range of 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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Connor S

Series 66

Southfield, MI

Hantz financial Services, Inc.

Connor Sonnier 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, Sonnier worked at Dunhams Sports and Home Depot and spent six years at Saginaw Valley State. 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 assets. The firm employs a diversified, ETF-centered investment approach supplemented by access to third-party managers and tax-aware strategies, offering a range of financial planning, portfolio management, and other financial 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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Tyler W

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2015. 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 it 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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Cooper D

Series 66

Southfield, MI

Hantz financial Services, Inc.

Cooper Drouillard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Dudley's and La Folie. Hantz Financial Services, Inc. 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 client assets. The firm employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth 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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Spencer L

Series 66

Southfield, MI

Hantz financial Services, Inc.

Spencer Lamotte 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 Green Pastures and Clawson DPW, as well as several non-financial positions during his early career, including at Michigan State University and various local businesses. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors with approximately $10 billion in assets under management. The firm emphasizes diversified, ETF-centered model portfolios, offers a range of financial planning and wealth management services, and operates through a multi-advisor platform that integrates discretionary and non-discretionary mandates.

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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Dylan M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Dylan Menge is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2024. His prior experience includes roles at Walmart and several educational institutions. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm manages approximately $10 billion in client assets using diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan 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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Chad A

Series 66

Southfield, MI

Hantz financial Services, Inc.

Chad Antone is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has recently entered the industry, with experience beginning in 2025. His prior work includes roles outside finance, such as positions at Georgios Pizza and Pasta and teaching at Stoney Creek High School and Hart Middle School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm employs model-driven ETF strategies complemented by separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory 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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Jordan F

Series 66

Southfield, MI

Hantz financial Services, Inc.

Jordan Faulkner 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 in 2021, he worked at Shindel Rock and held roles outside the financial sector, including at Cranbrook Day Camps and Vector Marketing. 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 utilizes diversified, ETF-centered model portfolios alongside access to third-party managers, offering both discretionary and non-discretionary mandates, mortgage brokerage, insurance, 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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Ryan C

Series 66

Southfield, MI

Hantz financial Services, Inc.

Ryan Carrier 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 Financial Services in 2024, he worked at DoorDash and held roles at Michigan State University and Utica High School. 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, 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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Christopher S

Series 65

Southfield, MI

Hantz financial Services, Inc.

Christopher Schmandt is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Hantz Financial Services since 2007. Outside of his advisory role, he serves as a member of the Finance and Endowment Committee at Our Shepherd Lutheran Church. 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, supported by an affiliated trust company and in-house 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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Levi W

Series 63, Series 66

Southfield, MI

Hantz financial Services, Inc.

Levi Wagner is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and 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 focuses on model-driven 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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Jared O

ChFC®, Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Jared Owen is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Hantz Financial Services since 2004. Outside of his advisory role, he serves as a school board member and treasurer for Aim 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 offers a range of financial planning, portfolio management, and retirement-plan advisory 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 Y

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Renee Yaroch is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has been with Hantz Financial Services since 1998. Outside of her advisory role, she serves as CFO and Treasurer of Hantz Group, Inc., the parent company of multiple Hantz affiliates, overseeing financial statement preparation. 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 employs a model-driven ETF investment approach supplemented by third-party money managers and provides expanded implementation capabilities through affiliated entities including a state-chartered trust bank, tax and business consulting, and insurance and mortgage origination 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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Corey H

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Corey Hileman is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hantz Financial Services, Corey worked at Five Iron Golf, ResiCentral, United Wholesale Mortgage, Homepoint Financial, and other firms. 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 focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, and offers a range of financial planning, portfolio management, 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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Henry P

Series 66

Southfield, MI

Hantz financial Services, Inc.

Henry Pasho is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience including a role in the Michigan State Senate and positions at Western Michigan University and Black Rock. 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 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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Jacob H

CFP®, Series 65, Series 63

Southfield, MI

Hantz financial Services, Inc.

Jacob Hansen is a CFP® with 10 years of industry experience, currently advising at Hantz Financial Services, Inc. since 2015. He holds Series 65 and Series 63 licenses and is based in Southfield, MI. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in assets for individual investors, corporate clients, and retirement plan sponsors. The firm employs a diversified, ETF-centered investment approach, offering a range of financial planning, portfolio management, and consulting services through a multi-advisor platform with both discretionary and non-discretionary mandates.

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 W

Series 66

Southfield, MI

Hantz financial Services, Inc.

Robert Wood is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his current role, he was employed at ReMax Eclipse and Maggiano's Little Italy. 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 fiduciary and advisory services supported by affiliated tax, business consulting, insurance, and mortgage origination 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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Sloan H

Series 66

Southfield, MI

Hantz financial Services, Inc.

Sloan Hargis is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has a background that includes roles in education and retail. Hantz Financial Services, Inc. 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 offers diversified, ETF-centered portfolios and a range of financial services including wealth management, retirement plan consulting, mortgage brokerage, and insurance.

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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Brian G

Series 66

Southfield, MI

Hantz financial Services, Inc.

Brian Granowicz is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has been with Hantz Financial Services since 2024. Prior to this, he worked in various roles including positions at Bloomfield Open Hunt, Birmingham Athletics Club, City Kitchen, Pendy's Restaurant, and Bloomfield Hills Country Club. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement-plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank, tax and business consulting, and insurance and mortgage origination 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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Brian N

Series 63

Southfield, MI

Hantz financial Services, Inc.

Brian Newman is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 63 designation with 24 years of industry experience. He has worked at Hantz Financial Services since 2002. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified ETF-centered portfolios, financial planning, and wealth management through a multi-advisor platform.

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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