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Jacki P

CFP®, ChFC®, Series 63

Southfield, MI

Hantz financial Services, Inc.

Jacki Popadich is a CFP® and ChFC® with 34 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999 in Southfield, MI. Hantz Financial Services, Inc. serves individual clients, including high-net-worth households, 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, supplemented by third-party managers and Direct Indexing, combining advisory and broker-dealer activities alongside 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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Susan B

Series 66

Southfield, MI

Hantz financial Services, Inc.

Susan Brys is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2011, following earlier roles at Ameriprise and Ameriprise Advisor Services. Outside of her advisory role, she works as a Mary Kay beauty consultant. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm uses ETF-based model portfolios supplemented by third-party managers and employs an asset-allocation framework with periodic rebalancing 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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Janet M

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Janet Meredith is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been with Hantz Financial Services since 2005. 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 supplemented by third-party money managers and employs an asset-allocation framework with periodic rebalancing and automated tax-loss harvesting options.

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

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Andrew Scriver is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, third-party money managers, and unified managed accounts, combining advisory and broker-dealer services alongside 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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Michael M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Michael Martell is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Hantz Financial Services since 2015. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and direct indexing, combining advisory, broker-dealer, mortgage, and insurance activities in 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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Antonio N

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Antonio Natale is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including four years at Curian Capital, LLC before joining Hantz Financial Services in 2015. Outside of advisory work, he serves as a board member and consultant for Photon Insights, Inc., a software company, where he advises on sales, distribution, user interface, and revenue. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services alongside private fund management and technology partnerships.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Eric Burt is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He 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 focuses on financial planning and wealth management through ETF-based model portfolios supplemented by third-party managers, employing an asset-allocation framework with periodic rebalancing 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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Samuel M

Series 66

Southfield, MI

Hantz financial Services, Inc.

Samuel Macalpine is an advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Lundy Financial Services and Hantz Financial Services. Prior to his advisory career, he held roles in education and the construction industry. Hantz Financial Services serves a diverse client base including high-net-worth individuals, business owners, and institutional clients. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, alongside brokerage, mortgage, and insurance services 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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Ruben F

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Ruben Fowlkes is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial since 2004. Outside of his advisory role, Fowlkes owns and operates Omega Enterprises, a personal training business focused on dieting, strength training, and agility training for high school students and adults. Hantz Financial Services, Inc. serves individual clients, pension 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 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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Vadim C

Series 66

Southfield, MI

Hantz financial Services, Inc.

Vadim Chernyak is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse client base including individual, pension, charitable, corporate, and business owner clients, offering financial planning, portfolio and wealth management primarily through ETF-based model portfolios across various risk levels. The firm integrates advisory and broker-dealer roles along with mortgage and insurance sales and leverages technology partnerships to support its investment approach.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, with 14 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2012. Prior to and alongside her advisory role, she has been employed at Kmart Corporation since 2007. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm utilizes ETF-based model portfolios across multiple risk levels and incorporates third-party money managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation in its investment approach.

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

Series 66

Southfield, MI

Hantz financial Services, Inc.

Michael Wisniewski is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with one year of industry experience. His work history includes roles at United Wholesale Mortgage, Raymond James Financial, and Northwood University. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension plans, charities, and business owners. The firm offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services within an 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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Kelly M

Series 63, Series 66

Southfield, MI

Hantz financial Services, Inc.

Kelly Murray is a financial advisor with Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Murray has been with Hantz Financial Services since 1999. 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 emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, 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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Anthony L

Series 65

Southfield, MI

Hantz financial Services, Inc.

Anthony La Combe is a Series 65-licensed financial advisor with Hantz Financial Services, Inc., where he has worked since 2020. He has one year of industry experience and previous roles include positions at Royal Oak Schools and Oakland University. Hantz Financial Services, Inc. serves individual clients, 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 money managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within an 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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Timothy J

Series 63, Series 65

Southfield, MI

Hantz financial Services, Inc.

Timothy James is a financial advisor at Hantz Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, all with Hantz Financial Services since 2004. Hantz Financial Services, Inc. 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 delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and unified managed accounts, and integrates technology-driven solutions 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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Kevin K

Series 65

Southfield, MI

Hantz financial Services, Inc.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting features.

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

Series 65

Southfield, MI

Hantz financial Services, Inc.

Kathryn Morgan is a Series 65-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at EY LLP and KPM6 LLP. Hantz Financial Services serves a diverse client base including individuals, pension 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 unified managed accounts, while integrating technology 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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