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Michael S
Series 63, Series 66, Series 65
Haslett, MI
Empower Advisory Group
Michael Snoeyink is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Merrill and Raymond James & Associates. Outside of advising, he operates an ecommerce business called Boats and Sandbars LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and plan sponsor-selected investment lineups.
John S
Series 63, Series 65
Okemos, MI
Hantz financial Services, Inc.
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.
Nathan R
CFP®, Series 63, Series 66
East Lansing, MI
Private Advisor Group, LLC
Nathan Reusser is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has concurrently worked with LPL Financial since 2004. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.
Rex F
ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
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 B
ChFC®, Series 66
Okemos, MI
Hantz financial Services, Inc.
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.
Matthew S
Series 63, Series 65
Perry, MI
Empower Advisory Group
Matthew Schartow is a financial advisor with Empower Advisory Group based in Perry, MI. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Empower, he worked for Alerus Financial from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Samuel W
CFP®, Series 65
East Lansing, MI
Private Advisor Group, LLC
Samuel Whelan is a CFP® and Series 65 registered advisor with four years of industry experience. He currently provides investment advice through Flynn Wealth Partners under Private Advisor Group, LLC. His prior work includes roles at Auto Owners Insurance and local government positions in Ingham and Gratiot counties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a mix of strategies while often working with third-party managers and tactical asset management programs.
Scott H
Series 63, Series 65
East Lansing, MI
TIAA-CREF
Scott Heise is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm differentiates its planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.
Jon S
Series 65, Series 63
East Lansing, MI
TIAA-CREF
Jon Scott is a financial advisor with TIAA-CREF in East Lansing, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, he worked at Hoskin Capital and TeamDynamix. He serves as Corresponding Secretary for the Kappa Delta Lambda chapter of Alpha Phi Alpha Fraternity, Inc., and is a commissioner on the Lansing City Board of Fire Commissioners. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model or customized strategies and acts as adviser to a donor-advised fund.
Cory J
Series 66
Okemos, MI
Hantz financial Services, Inc.
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 B
CFP®, ChFC®, Series 63
Okemos, MI
Hantz financial Services, Inc.
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.
Matthew R
Series 66
East Lansing, MI
Private Advisor Group, LLC
Matthew Rynbrandt is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been providing investment advisory services through Private Advisor Group since 2016. In addition to his advisory role, he is employed as an Academic Specialist at Michigan State University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including its proprietary WealthSuite platform and third-party manager options.
Candice S
Series 66, Series 65, Series 63
Laingsburg, MI
Principal Financial Services
Candice Skinner is a financial advisor at Principal Financial Services with industry experience spanning four years. She holds Series 66, Series 65, and Series 63 licenses. Prior to her current roles at Principal Securities, Inc. and Principal Life Insurance Company, she worked at several firms including CWM, LLC, Equanimity Wealth Management, and MERS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Bruce D
Series 63, Series 65
Owosso, MI
FIFTH THIRD SECURITIES, Inc.
Bruce Dolliver is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2020 and has experience in retail and outdoor industries. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.
Tobias T
Series 63, Series 66
East Lansing, MI
Oppenheimer
Tobias Timm is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Cantor Fitzgerald Wealth Partners, LLC and Cantor Fitzgerald & Co. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base—including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.
Collin D
Series 66
Okemos, MI
Hantz financial Services, Inc.
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 P
Series 66
Okemos, MI
Hantz financial Services, Inc.
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.
Ener A
Series 66
East Lansing, MI
Private Advisor Group, LLC
Ener Almanza is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 10 years of industry experience, including prior work with LPL Financial, LLC. Outside of his advisory work, Almanza is involved in organic farming through his home-based business, Zumo, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.
Carson R
Series 66
Okemos, MI
Hantz financial Services, Inc.
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.
Michael M
Series 65, Series 63
Owosso, MI
FIFTH THIRD SECURITIES, Inc.
Michael Modlin is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including roles at Fifth Third Securities since 2017 and Fifth Third Bank since 2009. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers diversified investment programs on the Passageway platform, including mutual fund and ETF models, SMA strategies, and direct indexing, supported by an extensive network of advisors and affiliated entities.
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