Jeffery Soper is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Hantz Financial Services since 2006. Hantz Financial Services serves a diverse client base including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm focuses on financial planning and wealth management through ETF-based model portfolios, supplemented by third-party managers and advanced technology platforms.

Emily Bride is a financial advisor at Hantz Financial Services, Inc. She holds a Series 66 designation and has worked in the financial industry since 2024. Prior to joining Hantz, she gained experience at the Low Office of Mark Dobias and has diverse work history including roles outside financial services. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Matthew Sims is a Chartered Financial Consultant (ChFC®) with 20 years of experience at Hantz Financial Services, Inc. in Okemos, Michigan, where he has worked since 2006. He holds Series 63 and Series 66 licenses. Hantz Financial Services, Inc. serves a diverse client base including individual households, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, insurance, and private fund management activities.

Kirsten Soltis is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Hantz Financial Services since 2001. Hantz Financial Services 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 and third-party money managers, supported by a range of advisory and brokerage services.

Anna Christensen is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 license and has eight years of experience with Hantz, following prior roles at First National Bank and Panther Global Tech. Outside of finance, she has experience with Karen's Dance Academy. Hantz Financial Services, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients. The firm offers financial planning, wealth management using ETF-based model portfolios and third-party managers, retirement plan consulting, and brokerage, mortgage, and insurance services through affiliated entities.

Caedmon Vantil is a financial advisor with Fifth Third Securities, Inc. in Mason, Michigan. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, he held positions at Fifth Third Bank and worked in retail and food service roles. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program options on the Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Jason Vandergiessen is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Hantz Financial Services, Inc., where he has worked since 1999. He is based in Okemos, MI. Hantz Financial Services, Inc. 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 and third-party managers, alongside brokerage, mortgage-broker, and insurance distribution via affiliated entities.

Patrick Weller is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Hantz Financial Services since 2012. Hantz Financial Services serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm focuses on ETF-based model portfolios with multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services within its enterprise structure.

Cody Paul is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work background includes roles at Best Buy, Graduate Hotel, Door Dash, and Task Masters. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm provides financial planning, portfolio and wealth management primarily through ETF-based model portfolios, supplemented by third-party money managers and direct indexing, combining advisory, brokerage, mortgage, and insurance services within an enterprise structure.

Ethan Davies is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 24 years of industry experience, all with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm primarily delivers investment advice through ETF-based model portfolios across five risk levels, supplemented by third-party money managers and Direct Indexing strategies.

Parker Kubiak is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his financial career, he held positions at Dick's Sporting Goods and All-Terrain Landscaping and was involved with Michigan State University and Papermachine Service Ind. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm offers financial planning, wealth management through ETF-based model portfolios, retirement plan consulting, and brokerage, mortgage, and insurance services via affiliated entities.

John Soltis is a financial advisor with Hantz Financial Services, Inc. in Okemos, Michigan. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, all with Hantz Financial Services since 2000. 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, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance services within a single enterprise structure.

Rex Foster is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI. He holds the ChFC® designation and Series 63 license and has 29 years of industry experience, including 27 years with his current firm. Foster is a partner and passive investor in Strokes Gained Golf LLC, an indoor golf simulator venture. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts.

Michael Basmajian is a financial advisor at Hantz Financial Services, Inc. in Okemos, MI, holding the ChFC® designation and Series 66 license with 10 years of industry experience. He has worked at Hantz Financial Services since 2015 and was previously employed at Grand Canyon University from 2011 to 2017. Hantz Financial Services serves a diverse clientele including individual investors, 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 managers and advanced technology solutions such as automated tax-loss harvesting and AI-assisted client data aggregation.

Cory Jansen is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to that, he was employed at LSSU from 2015 to 2018. Hantz Financial Services, Inc. serves a diverse range of clients including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business owners. The firm delivers financial planning and wealth management primarily through ETF-based model portfolios across varying risk levels, supplemented by third-party money managers and Direct Indexing.

Andrew Beach is a CFP® and ChFC® with 24 years of industry experience. He has been with Hantz Financial Services, Inc. since 2001. Hantz Financial Services serves a diverse client base that includes high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across different risk levels, supplemented by third-party managers and Direct Indexing, and offers a combination of advisory, broker-dealer, mortgage, and insurance services.

Collin Dinninger is a financial advisor at Hantz Financial Services, Inc. with a Series 66 designation and over eight years of combined experience in financial services and education. His background includes roles at Northwood University and Lansing Community College, as well as experience outside the industry at Relli's and Dewitt High School. Hantz Financial Services, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios alongside third-party managers and employs an asset-allocation framework with automated tax-loss harvesting and other advanced technologies.

Phillip Pelland is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at Michigan State University and the University of Michigan, as well as experience in operations at Classic Auto Wash and Water's Edge Country Club. 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 direct indexing, and combines advisory, brokerage, mortgage, and insurance services within a unique enterprise structure.

Carson Raeder is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Texas Roadhouse, Showroom Shine, and Michigan State University. Hantz Financial Services, Inc. serves a diverse client base, including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across various risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, broker-dealer, mortgage, and insurance services.

Hudson Whitmore is a financial advisor with Hantz Financial Services, Inc. in Okemos, MI, holding a ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, all with Hantz Financial Services since 1999. Outside of advising, he coaches the baseball team at Haslett High School. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and Direct Indexing, combining advisory, brokerage, mortgage, and insurance services with unique technology partnerships.