Jacob Porrett 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 the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse range of clients, including individuals, pension plans, charitable and corporate entities, and business owners. The firm primarily provides ETF-based model portfolios complemented by third-party money managers, with a comprehensive approach that includes financial planning, wealth management, and retirement plan consulting.

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. with a Series 65 designation and two years of industry experience. He has worked at Hantz Financial Services since 2021 and previously held various positions including roles at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management primarily through ETF-based model portfolios combined with third-party managers and advanced technology platforms.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 credential and has a diverse work background including roles in catering and education. Draper is currently employed at Hantz Financial Services and has previously worked at Sherrys Catering and the University of Michigan Flint. Hantz Financial Services, Inc. serves a broad range of clients including high-net-worth individuals, pension plans, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven tools such as automated tax-loss harvesting and AI-assisted data aggregation.

Megan Stewart is a Series 66-licensed advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at Financial Design Strategies and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individual investors, pension plans, 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 managers and advanced technology platforms.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related 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.

Jerald Hanks II is a financial advisor with Hantz Financial Services, Inc. in Davison, MI, holding Series 63 and Series 65 designations and having 23 years of industry experience, all with his current firm since 2003. 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 employs ETF-based model portfolios supplemented by third-party money managers and uses an asset-allocation framework combined with technology partnerships to manage and execute investment strategies.

Ryan King is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 66 designation with 15 years of industry experience. He has been with Hantz Financial Services since 2011. Hantz Financial Services serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts, and combines advisory, brokerage, mortgage, insurance, and private fund management activities.

Corbin Andres is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. His work history includes roles at Gerrit J. Verburg Co., Baker College, ZCI Feed Sales, and New Lothrop High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technologies such as Direct Indexing and AI-assisted data aggregation.

Jeremiah Morell is a financial advisor at Hantz Financial Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Hantz Financial Services since 2002. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners, offering financial planning, portfolio and wealth management, retirement plan consulting, and brokerage, mortgage, and insurance distribution through affiliated entities. The firm’s investment approach includes ETF-based model portfolios supplemented by third-party managers and employs technology-driven solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Joshua Rechsteiner is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 credential and has a diverse background that includes roles in contracting, automotive sales, and college employment. Hantz Financial Services serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios combined with third-party managers and technology-driven strategies, offering a range of advisory, brokerage, mortgage, and insurance services.

Brendan Henige is a CFP® with six years of industry experience currently advising at Hantz Financial Services, Inc. in Davison, MI. He has worked at Hantz Financial Services since 2019 and previously held roles at Hantz Tax and Business, Nexteer Automotive, and Delta College. 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 employs ETF-based model portfolios combined with third-party managers and Direct Indexing, integrating technology and a multi-product platform to deliver comprehensive financial planning and wealth management services.

Andreas Shick is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Grand Capital Advisors, LLC, and was self-employed for one year. Outside of his advisory role, he is the chief financial officer of Cousin's Car Wash, LLC, a non-investment related business. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Michael Gudith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supporting client decision-making with a broad range of investment and portfolio services.

Brandi Harris is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and nine years of industry experience. She was previously self-employed from 2015 to 2017 before joining Ameriprise. Outside of advising, she is involved in operational consulting, providing administrative client services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary advice through a centralized consulting team.

Ronald Walli is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked with Raymond James Financial Services since 2015 and operates Ron Walli Investments, LLC, where he handles bookkeeping. Outside of financial advising, he is the owner and proprietor of The Weed Lady, a business he has managed since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Christopher Buzzell is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Comerica Securities, Cetera Investment Services, Independent Bank, and PNC Wealth Management prior to joining J.P. Morgan in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, offering non-discretionary written asset allocation advice and customized performance reporting.

Taylor Ranshaw is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley for eight years and Michigan State University Federal Credit Union for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyson Schmidt is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has worked at Ameriprise since 2025 and concurrently serves as Vice President of Financial Services at ChoiceOne Bank in Lapeer, Michigan. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.