Jacob Heuer is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz in 2025, he worked at Weed Lady and Landaal. 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 offers financial planning and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and differentiated by its integration of advisory, broker-dealer, mortgage, and insurance services.

Jake Tocco is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses and has a diverse background including roles at Home Depot, Teph Seal, and Concordia. Hantz Financial Services serves individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios supplemented by third-party managers and Direct Indexing. The firm integrates advisory, brokerage, mortgage, and insurance services, and utilizes advanced technology partnerships to support its investment and client management processes.

Woodrow Glazer 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 Brown Wilbert and Clinton Conservation. Glazer's background also includes four years at Hillsdale College. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven strategies such as automated tax-loss harvesting and AI-assisted client data aggregation.

Robert Alati is a financial advisor with Sanctuary Advisors, LLC in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 63 years of industry experience. His previous roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and acting as a fiduciary under written advisory agreements.

Kayla Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Antzia and Wayne State University. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios complemented by third-party managers and technology platforms, and offers integrated advisory, brokerage, mortgage, and insurance services.

Marcus Smith is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 10 years of industry experience. He currently advises at Advised Assets Group, LLC and has prior experience with Infinity Wealth Management, Inc. and Edward Jones. He is affiliated with Empower Advisory Group, which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain individual IRA and brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Sarah Bumstead is a Series 65 licensed financial advisor at Cerity Partners LLC with eight years of industry experience. She has been with Cerity Partners since 2019 and previously worked at Blue Prairie Group, LLC from 2016 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

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.

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.

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.

Scott Fredrikson is a financial advisor with Hantz Financial Services, Inc. He holds the Series 66 designation and has 11 years of industry experience, all with Hantz since 2015. Hantz Financial Services, Inc. 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 across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, brokerage, mortgage, and insurance services within a single enterprise.

Kathryn Sloan is a CFP®-designated financial advisor with Hantz Financial Services, Inc. in Southfield, MI, where she has worked for 18 years. She holds Series 63 and Series 65 licenses. 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 offers financial planning and wealth management through ETF-based model portfolios, third-party money managers, and Direct Indexing, integrating technology and multiple service lines uncommon among enterprise advisors.

Holly Whitney is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial since 2018, following roles at Wayne State University. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios across multiple risk levels, integrates third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities within its enterprise structure.

Brendan La Charite is a financial advisor with Hantz Financial Services, Inc. He holds the ChFC® designation and Series 66 registration, with four years of industry experience. Prior to joining Hantz Financial Services in 2021, he worked in beverage distribution, higher education, and the automotive service industry. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners, offering financial planning and wealth management primarily through ETF-based model portfolios supported by third-party managers and advanced technology platforms.

Margaret Cull is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding the ChFC® designation and Series 63 license. She has 33 years of industry experience, including 27 years with Hantz Financial Services. 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 and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, combining advisory and broker-dealer activities with mortgage and insurance product sales.

Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with over two decades at Reliable Securities Inc. Outside of his advisory roles, he is licensed as a real estate agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, using various investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Connor Sonnier is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, Sonnier worked at Dunhams Sports and Home Depot. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning, portfolio and wealth management using ETF-based model portfolios, third-party money managers, and unified managed accounts, alongside brokerage, mortgage, and insurance products through affiliated entities.

Ian Waldo is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James and its affiliates for over a decade before joining NewEdge Advisors in 2023. Waldo is also the owner of Waldo Wealth Partners LLC, a financial advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Tyler Wancket is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience and holds Series 63 and Series 65 designations. He has been with Hantz Financial Services since 2015. 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 offers financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, and is notable for combining advisory, broker-dealer, mortgage, and insurance product services within a single enterprise.