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Nathanial C

Series 66

Canton, MI

Hantz financial Services, Inc.

Nathanial Chambers is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at New York Life and Speedway before joining Hantz Financial Services. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm’s investment approach centers on ETF-based model portfolios supplemented by third-party managers and employs advanced technology 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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Drake C

CFP®, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Drake Chwalibog is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. He has been with Hantz Financial Services, Inc. since 2014. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, pension and profit-sharing plans, charitable and corporate entities, and business owners. The firm provides financial planning and wealth management through ETF-based model portfolios, third-party SMAs, and various advisory and brokerage services, combining multiple financial product offerings 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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Daniel L

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Daniel Luther is a financial advisor with Hantz Financial Services, Inc. in Ann Arbor, MI. He holds the Series 66 designation and has 12 years of industry experience, including 13 years with Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios supplemented by third-party money managers and employs an asset-allocation framework with automated features such as 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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James P

Series 63, Series 66

Ann Arbor, MI

TIAA-CREF

James Park is a financial advisor at TIAA-CREF in Ann Arbor, MI, with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Northwestern Mutual Life Insurance Company and DMT USA Inc, as well as a brief period at Carrigan Cafe. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of advisory services including point-in-time financial planning and ongoing discretionary portfolio management with both model and customized portfolios.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Michael R

ChFC®, Series 63, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Michael Reid is a ChFC® with 37 years of experience in the financial services industry. He has worked at Hantz Financial Services, Inc. since 1998 and has been with JRH Financial Services since 2002. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels and integrates third-party money managers, unified managed accounts, and Direct Indexing, combining advisory and broker-dealer services with mortgage and insurance offerings.

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

CFP®, Series 63, Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Daniel Mckenna is a CFP® professional with 22 years of experience at Hantz Financial Services, Inc. in Ann Arbor, MI. He has worked at Hantz Financial since 2004. Hantz Financial Services 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, supplemented by third-party money managers and Direct Indexing, and integrates 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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Brian W

Series 65

Ann Arbor, MI

Hantz financial Services, Inc.

Brian West is a Series 65 licensed financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, with 10 years of industry experience and more than two decades at the firm. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, retirement plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios and third-party money 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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Anthony R

Series 63, Series 66

Plymouth, MI

Oppenheimer

Anthony Ruda is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following eight years at Wunderlich Securities. Outside of his advisory role, he serves as president of Pro Musica Detroit, a nonprofit chamber music society. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Haley H

CFP®, Series 65

Plymouth, MI

Savant Wealth Management

Haley Hernandez is a CFP® with four years of industry experience, currently advising at Savant Wealth Management in Plymouth, MI. She has been with Savant since 2021 and previously worked at Rocket Auto LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies across various asset classes, supported by its scale and integrated legal, accounting, and trust affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Nolan K

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Nolan Klavon is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Hantz, he worked in various roles including positions at USA Insulation and Tropical Smoothie Cafe. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios, augmented by third-party money managers and Direct Indexing, and is notable for 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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Robert E

Series 66

Ann Arbor, MI

&PARTNERS

Robert Eppler is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Intuitive Surgical Inc. He is based in Ann Arbor, MI. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Vincent G

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Vincent Guariniello is a financial advisor at Hantz Financial Services, Inc. based in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Hantz Financial Services, he worked at the City of Trenton and has experience in both academic and retail settings. Hantz Financial Services serves a diverse client base including individual, pension, corporate, and charitable clients. The firm employs ETF-based model portfolios combined with third-party money managers and Direct Indexing, integrating advisory, brokerage, mortgage, and insurance services under one 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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Shane T

Series 66

Plymouth, MI

Savant Wealth Management

Shane Topping is a financial advisor at Savant Wealth Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Key Investment Services LLC and Michigan State University. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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Nathan B

Series 65, Series 63

Brownstown Township, MI

FIFTH THIRD SECURITIES, Inc.

Nathan Beaudrie is an advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, with prior experience at Fifth Third Bank and Advantage One Credit Union. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, employing a range of portfolio management strategies and supports a large network of advisors as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Quentin M

Series 63, Series 65

Canton, MI

Empower Advisory Group

Quentin Mingo is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at AAA Life Insurance Company, Multi-Bank Securities, Inc., and AAA Auto Club Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen R

Series 63, Series 66

Plymouth, MI

Eagle Strategies (NY Life)

Stephen Rowley III is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, Michigan, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He operates Rowley Financial Solutions, providing New York Life products and brokering non-registered insurance products. Outside of his advisory work, Rowley serves as a board member of the New Hope Center for Grief Support and holds minority ownership in a professional soccer team, as well as officer and board roles in regional and national Airstream club organizations. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm provides tailored solutions through various program types, integrating investment advice with insurance and annuity products within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Cameron A

Series 65

Canton, MI

Hantz financial Services, Inc.

Cameron Allen is a financial advisor with Hantz Financial Services, Inc. in Canton, MI, holding a Series 65 designation and six years of industry experience. His prior work includes roles at Fabiano Brothers and Saginaw Valley State University, as well as extended tenure at Hantz Tax and Business. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance product activities.

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

CFP®, Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Craig Blasiman is a CFP® with 13 years of experience in the financial services industry, currently serving at Hantz Financial Services, Inc. since 2013. He holds a Series 66 license and is based in Ann Arbor, Michigan. 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 financial planning and wealth management primarily through ETF-based model portfolios, incorporating an asset-allocation framework, periodic rebalancing, and use of third-party money managers and Direct Indexing.

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

CFP®, ChFC®, Series 63

Ann Arbor, MI

Hantz financial Services, Inc.

Vincent Buzolits is a CFP® and ChFC® financial advisor with 37 years of industry experience. He has been with Hantz Financial Services, Inc. in Ann Arbor, MI, since 1999. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and unified managed accounts, and integrates advisory services with brokerage, mortgage, and insurance products.

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

CFP®, Series 63, Series 65

Plymouth, MI

Savant Wealth Management

Donald Wylin is a CFP® professional with 24 years of industry experience. He is currently with Savant Wealth Management and was previously with Bdk Financial Services, Inc. for 22 years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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