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Jason H
Series 63, Series 65
Midland, MI
Hantz financial Services, Inc.
Jason Hall is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. 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, and offers expanded implementation capabilities through affiliated businesses such as a trust bank, tax and business consulting, and insurance and mortgage origination.
John V
Series 65
Midland, MI
Hantz financial Services, Inc.
John Vandenbosch is a Series 65 licensed financial advisor at Hantz Financial Services, Inc. in Midland, Michigan, with 10 years of industry experience. He has been with Hantz Financial since 2014. Outside of his advisory role, he serves as a board member and shareholder of John A. Vandenbosch Co., a family-owned company operating in pet specialty, outdoor bird, livestock/farm, lawn and garden, and deer markets. 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 clients, and retirement plan sponsors through a multi-advisor platform, offering diversified, ETF-centered portfolios, financial planning, wealth management, and related financial services.
Aaron L
Series 63, Series 65
Midland, MI
Hantz financial Services, Inc.
Aaron Lemanski is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Hantz Financial Services since 2006. Outside of finance, he owns Vitality Farm and Baker, a business involving a bakery, food classes, and animal care, and works as an event entertainer dealing table games for parties at Deke's Paradice and Casino. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments, with expanded implementation capabilities including affiliated banking, tax consulting, and insurance services.
Alison C
Series 65
Midland, MI
Hantz financial Services, Inc.
Alison Capp is a Series 65-licensed financial advisor with Hantz Financial Services, Inc. in Midland, MI, where she has worked since 2006. She has nine years of industry experience. Outside of financial advising, she is an independent consultant and owner at Rodan & Fields, selling skin care products and hosting promotional events. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments, supported by affiliated businesses including a trust bank, tax and business consulting, and insurance and mortgage origination.
Jacob N
Series 66
Midland, MI
Hantz financial Services, Inc.
Jacob Nicol is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2019. His prior work includes positions at Alco Plastics, Greystone Golf Club, Oakland University, Brookside Storage, and Romeo High School. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, retirement plan consulting, and mortgage brokerage through affiliated agencies.
Timothy L
Series 63, Series 65
Midland, MI
Hantz financial Services, Inc.
Timothy Lemke is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hantz Financial Services since 1998. Outside of his advisory role, Lemke is involved in nonprofit and community activities, including serving as Treasurer and performer for the Noel Christmas Experience and mentoring students in a local school robotics program. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, while offering expanded implementation capabilities through affiliated entities such as a trust-only bank, tax and business consulting, and insurance and mortgage origination services.
Caleb O
Series 66
Midland, MI
Hantz financial Services, Inc.
Caleb Owens is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Owens Outdoor Services LLC and educational positions at Cornerstone University and Skeels Christian School. Outside of financial advising, he has been involved in Owens Outdoor Services LLC in multiple years. 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, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering financial planning, portfolio management, retirement consulting, and model-based ETF strategies, among other services.
Kyle J
CFP®, Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Kyle Jahnke is a CFP® and Series 66-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Midland, MI. He has three years of industry experience, including prior roles at Cambridge Investment Research Advisors and The Dow Chemical Company. Outside of his advisory work, he serves as secretary for Holy Cross Lutheran Church and treasurer for the Valley Lutheran High School Foundation in Saginaw, MI. Wealth Enhancement Advisory Services offers comprehensive financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that combines passive and active managers with oversight from an internal Investment Committee.
Benjamin D
Series 66
Midland, MI
Hantz financial Services, Inc.
Benjamin Dembowski is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Delta College and Darden Restaurants. 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 unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.
Luke S
Series 66, Series 63
Freeland, MI
AE Wealth Management, LLC
Luke Suminski is a financial advisor with AE Wealth Management, LLC, holding Series 66 and Series 63 registrations and possessing 11 years of industry experience. His prior roles include positions at Oppenheimer & Co and Thrivent Financial. Outside of his advising duties, he serves in several community roles, including as past president of Muth United FC, vice chairman of the Ascension St. Mary's Foundation, and a voting member of the Frankenmuth City Economic Development Company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management supported by a broad platform and serves a large number of clients through standardized investment models and advisory services.
Thomas L
Series 63, Series 66
Midland, MI
The huntington Investment company
Thomas Lanning is a financial advisor with The Huntington Investment Company based in Midland, MI, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes positions at Ameriprise, Isabella Bank, and Fifth Third Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate strategies, with portfolio management, trade execution, and custodial services integrated through National Financial Services.
Scott H
Series 63, Series 65
Midland, MI
Hantz financial Services, Inc.
Scott Hall is a financial advisor at Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Hantz Financial Services since 2002. In addition to his advisory role, Hall prepares tax returns for friends and family during tax season. 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 mortgage origination businesses.
Gage C
Series 66
Midland, MI
Hantz financial Services, Inc.
Gage Chapin is an advisor at Hantz Financial Services, Inc. with a Series 66 credential and industry experience beginning in 2024. Prior to joining Hantz, he was a student at Northwood University and has work experience at Bullock Creek High School. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that manages roughly $10 billion in client assets across individual investors, corporate and retirement plan sponsors. The firm offers financial planning, portfolio and wealth management, and retirement plan consulting with a focus on diversified, ETF-centered model portfolios and tax-aware strategies.
Nora S
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Nora Strait is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including LPL Financial, Gavin Financial Group, Raymond James Financial Services, Bank of America, and Merrill Lynch. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.
Carol C
Series 66
Midland, MI
Hantz financial Services, Inc.
Carol Cushman Cram is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and Carey Allstate Insurance. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers financial planning, portfolio and wealth management, retirement plan consulting, and model-based ETF strategies, emphasizing diversified, ETF-centered model portfolios with asset allocation and periodic rebalancing.
Nolan M
Series 65
Freeland, MI
AE Wealth Management, LLC
Nolan Mcintosh is a Series 65-licensed financial advisor with eight years of experience, currently affiliated with AE Wealth Management, LLC since 2019. He is also a partner at Focus Wealth Planning, LLC, where he provides legacy planning services. His prior work includes roles at Functional Advantage and Brokers Financial, as well as nearly a decade at Evergreen Physical Therapy. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed, third-party, and advisor-managed models.
Derek J
Series 66
Midland, MI
Hantz financial Services, Inc.
Derek Johnston is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior work experience across several sectors, including positions at Campus Village, Federal Ammunition, and Saginaw Psychiatry. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer that manages approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, employing diversified, ETF-centered model portfolios alongside discretionary and non-discretionary mandates.
Derrick Y
Series 66
Midland, MI
Hantz financial Services, Inc.
Derrick Young is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Saginaw Valley State University, Saginaw Control & Engineering, and McDonald's. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm emphasizes diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, and offers financial planning, portfolio management, retirement consulting, mortgage brokerage, and insurance services through affiliated agencies.
Leanne K
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Leanne Kovach is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously with firms including Raymond James Financial Services Advisors, Gavin Financial Group, and Edward Jones. Kovach is based in Midland, MI. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.
Michael G
CFP®, Series 63
Midland, MI
Wealth Enhancement Advisory Services, LLC
Michael Gavin is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years and operated his own firms, Gavin and Associates, LLC and Gavin Financial Group. Outside of his advisory work, he is co-owner and manager of Gavin Aviation, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
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