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Konnor R
Series 65
Davison, MI
Hantz financial Services, Inc.
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.
Caitlin D
Series 66
Davison, MI
Hantz financial Services, Inc.
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 S
Series 66
Davison, MI
Hantz financial Services, Inc.
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.
Jerald H
Series 63, Series 65
Davison, MI
Hantz financial Services, Inc.
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.
Michael R
Series 66
Romeo, MI
Hantz financial Services, Inc.
Michael Reid is a financial advisor at Hantz Financial Services, Inc. in Romeo, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2014. 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, portfolio and wealth management primarily through ETF-based model portfolios complemented by third-party money managers and Direct Indexing, and operates a unique structure combining advisory, broker-dealer, mortgage, and insurance services.
Michael M
Series 63
Romeo, MI
Hantz financial Services, Inc.
Michael Mcclain is a financial advisor with Hantz Financial Services, Inc. He holds a Series 63 designation and has 34 years of industry experience, including 27 years with Hantz. Outside of his advisory role, he is a partner in A&M Site Management, LLC, a commercial property management business. Hantz Financial Services, Inc. serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combined with brokerage, mortgage, and insurance services provided through affiliated entities.
Brian M
Series 63, Series 65
Romeo, MI
Hantz financial Services, Inc.
Brian Masica is a financial consultant at Hantz Financial Services, Inc. with 18 years of experience. He holds Series 63 and Series 65 licenses and has been with Hantz since 2008. 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 uses ETF-based model portfolios combined with third-party managers and technology-driven solutions to deliver financial planning and wealth management.
Thomas P
Series 66
Romeo, MI
Hantz financial Services, Inc.
Thomas Papandreou is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Hantz Financial Services in 2011, he worked at Country Chef for 11 years. Hantz Financial Services serves individual clients, 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, and it combines advisory, brokerage, mortgage, and insurance services within its enterprise structure.
Ryan K
Series 66
Davison, MI
Hantz financial Services, Inc.
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 A
Series 66
Davison, MI
Hantz financial Services, Inc.
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.
Cortlin M
Series 66
Romeo, MI
Hantz financial Services, Inc.
Cortlin Marcinkowski is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. His prior experience includes roles at Credit Union One, Hantz Bank, Oakland University, and Suburban Ice Macomb. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, 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, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.
Jeremiah M
Series 63, Series 66
Davison, MI
Hantz financial Services, Inc.
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 R
Series 66
Davison, MI
Hantz financial Services, Inc.
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 H
CFP®, Series 66
Davison, MI
Hantz financial Services, Inc.
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.
Christopher B
Series 63, Series 65
Lapeer, MI
J.P. Morgan Securities
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 R
Series 66
Davison, MI
Raymond James Financial
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 S
Series 63, Series 65
Lapeer, MI
Ameriprise
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.
Jayson F
Series 63, Series 65
Oxford, MI
Raymond James Financial
Jayson Fradenburg is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co, Ameriprise, LPL Financial, and several independent firms. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.
Douglas P
Series 63, Series 65
Davison, MI
Raymond James Financial
Douglas Pastor is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and UBS Financial Services. Pastor is also involved with Integrity Investment Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA employer consulting.
Frederick W
Series 63, Series 65
Lapeer, MI
Primerica Advisors
Frederick Walz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.
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