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Marilyn K
CFP®, Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Marilyn Konvolinka is a CFP® with 21 years of industry experience. She has been with Hantz Financial Services, Inc. since 2004. 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, financial planning, and retirement-plan advisory services, supported by affiliated banking, tax, insurance, and mortgage businesses.
Brent F
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Brent Formosa is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has a background that includes roles at Viron Therapeutics in laboratory research and administrative support with Wayne State University’s Department of Physiology. At Hantz Financial Services since 2022, he also contributes to non-investment-related research and support activities outside his advisory work. 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 focuses on diversified, ETF-centered model portfolios with asset allocation and rebalancing, enhanced by access to third-party SMA managers and tax-aware strategies, while maintaining a broad range of affiliated financial services.
Jacki P
CFP®, ChFC®, Series 63
Southfield, MI
Hantz financial Services, Inc.
Jacki Popadich is a CFP® and ChFC® with 33 years of industry experience. She has been with Hantz Financial Services, Inc. since 1999. 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 unified managed account solutions, and it offers expanded implementation capabilities through affiliated entities including a state-chartered trust bank and in-house tax and business consulting services.
Susan B
Series 66
Southfield, MI
Hantz financial Services, Inc.
Susan Brys is a financial advisor with Hantz Financial Services, Inc. She holds a Series 66 designation and has 21 years of industry experience. Susan has been with Hantz Financial Services since 2011. Outside of her advisory role, she is also a Mary Kay beauty consultant. 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 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 and insurance services through affiliated agencies.
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 licenses with 20 years of industry experience. She has been with Hantz Financial Services since 2005. Hantz Financial Services serves a diverse clientele including individual investors, charitable organizations, corporate and business clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.
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 licenses and bringing 26 years of industry experience. He has been with Hantz Financial Services since 1999. 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 ETF investment approach supported by separately managed accounts and unified managed account solutions, alongside expanded implementation capabilities through affiliated entities such as a trust company, tax and business consulting, and insurance and mortgage origination services.
Michael M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Martell is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 66 designation with 10 years of industry experience. He 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 a model-driven investment approach using ETFs, separately managed accounts, and unified managed account solutions, supported by affiliated entities offering tax, business consulting, insurance, and mortgage services.
Antonio N
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Antonio Natale is a financial advisor at Hantz Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hantz Financial Services since 2015. Outside of his advisory role, he serves as a consultant and board member for Photon Insights, Inc., where he contributes to sales, distribution, and product strategy. 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 centered on ETF strategies, supplemented by separately managed accounts and alternative investments, and offers a range of financial planning and fiduciary services.
Eric B
Series 66
Southfield, MI
Hantz financial Services, Inc.
Eric Burt is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Hantz Financial Services, Inc. since 2012. He 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, corporate and retirement plan sponsors through a multi-advisor platform, offering financial planning, portfolio and wealth management, and other related services with an investment process focused on diversified, ETF-centered model portfolios and tax-aware strategies.
Samuel M
Series 66
Southfield, MI
Hantz financial Services, Inc.
Samuel Macalpine is a Series 66-licensed financial advisor at Hantz Financial Services, Inc. with two years of industry experience. His background includes roles in financial services as well as positions at educational institutions and golf clubs. 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, wealth management, and related financial services.
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 21 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 Omega Enterprises, a personal training business where he trains high school students and adults in dieting, strength, and agility. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm utilizes model-driven ETF strategies, separately managed accounts, and alternative investments, supported by affiliated banking, tax, and retirement-plan consulting services.
Vadim C
Series 66
Southfield, MI
Hantz financial Services, Inc.
Vadim Chernyak is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Hantz Financial Services, Inc. in Southfield, MI, where he has worked since 2011. 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 affiliated entities such as a trust bank and in-house tax and business consulting services.
Erina D
Series 66
Southfield, MI
Hantz financial Services, Inc.
Erina Dinkollari is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. She holds a Series 66 designation and has been with Hantz Financial Services since 2012. Prior to her advisory role, she has also worked at Kmart Corporation since 2007. 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 assets. The firm emphasizes diversified, ETF-centered model portfolios incorporating asset allocation and tax-aware strategies, and operates a broad range of affiliated financial services including mortgage brokerage and insurance.
Michael W
Series 66
Southfield, MI
Hantz financial Services, Inc.
Michael Wisniewski is an advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at United Wholesale Mortgage and Raymond James Financial, as well as teaching experience at Northwood University, De La Salle Collegiate, and St. Lawrence Catholic 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 expanded implementation capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination businesses.
Kelly M
Series 63, Series 66
Southfield, MI
Hantz financial Services, Inc.
Kelly Murray is a financial advisor at Hantz Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz since 1999. 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, wealth management, and related financial services.
Anthony L
Series 65
Southfield, MI
Hantz financial Services, Inc.
Anthony La Combe is a financial advisor at Hantz Financial Services, Inc. He holds a Series 65 designation and has been with the firm since 2020. Prior to his advisory role, he worked in education and retail, including positions at Royal Oak Schools, Oakland University, Hungry Howies, and Royal Oak 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 alternative investments, and it features expanded implementation capabilities through affiliated banking, tax, and insurance entities.
Timothy J
Series 63, Series 65
Southfield, MI
Hantz financial Services, Inc.
Timothy James is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Hantz Financial Services since 2004. 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 and various managed account solutions, complemented by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.
Kevin K
Series 65
Southfield, MI
Hantz financial Services, Inc.
Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Saginaw, 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 individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm employs a model-driven ETF investment approach complemented by separately managed accounts and unified managed account solutions, and it offers expanded capabilities through affiliated entities such as a trust bank, tax and business consulting, and insurance and mortgage origination services.
Kathryn M
Series 65
Southfield, MI
Hantz financial Services, Inc.
Kathryn Quick is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 designation and has prior experience working at EY LLP and KPMG LLP, with a combined 17 years in accounting and business advisory roles. She is currently associated with Hantz Tax and Business. 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 centered on ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.
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