Bay City, MI Office

Nicholas Elliott is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Dick's Sporting Goods, Michigan State University, and several other organizations. Hantz Financial Services, Inc. serves 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, asset allocation, and periodic rebalancing, while offering a range of services including financial planning, portfolio management, and retirement consulting.

Adam Chrysler is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Northwood University, Swan Valley Golf & Banquet, Vondette Roofing, and Calvary Baptist Academy. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm emphasizes model-driven ETF strategies supported by separately managed accounts and unified managed account solutions, while also offering fiduciary retirement-plan services and affiliated financial product implementation.

Thomas Pellerito is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2012. He also serves as Treasurer for the Jean M.R. Smith Foundation, a scholarship and charitable fund. Hantz Financial Services serves a diverse client base including 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 expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and consulting services.

David Freeman is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Hantz Financial Services, Inc. and has a background that includes roles at Hantz Tax and Business, Blystone and Bailey CPA, and Northwood University. 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 employs diversified, ETF-centered model portfolios and offers a range of services including financial planning, portfolio management, and retirement plan consulting.

Benjamin Piggott is a financial advisor at Hantz Financial Services, Inc. holding a Series 66 credential with one year of industry experience. Prior to joining Hantz in 2024, he worked at Bluemark Financial Advisor and has held various roles including positions at Michigan State University and Dick's Sporting Goods. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment process focuses on diversified, ETF-centered model portfolios combined with asset allocation and periodic rebalancing, supplemented by access to third-party managers and tax-aware strategies.

Quinten Perez is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at NCVW Management and Great Lakes Bay Health Centers. 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 diversified, ETF-centered model portfolios and offers a range of services including financial planning, wealth management, and mortgage brokerage.

Noah Tesoro is a CFP® with eight years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Midland, MI, where he has worked since 2017. Prior to joining Hantz, he held positions at Saginaw Valley State University and Delta College Fitness & Rec. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, wealth management, and fiduciary services. The firm’s investment approach includes model-driven ETF strategies, separately managed accounts, and access to alternative investments, supported by affiliated entities such as a trust company and in-house tax and business consulting.

Nicholas Toth is a financial advisor at Hantz Financial Services, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Hantz Financial Services since 2019. His prior work includes roles at Kasco Construction, Quicken Loans, and Grand Valley State University. Hantz Financial Services is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios, financial planning, and wealth management through a multi-advisor platform.

Caleb Christe is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Nexteers Automotive and several educational institutions. 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 utilizing ETF strategies, separately managed accounts, and unified managed account solutions, supported by a broad range of affiliated financial and consulting services.

Andrew Schiefer is a financial advisor with Hantz Financial Services, Inc. in Bay City, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Hantz Financial Services since 2001. 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 ETF investment approach supplemented by separately managed accounts, unified managed accounts, and access to alternative investments, supported by affiliated entities offering tax, business consulting, insurance, mortgage, and trust services.

Daniel Alarie is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience and a Series 65 designation. He has worked at Hantz Financial Services since 2018 and previously operated G's Pizzeria & Deli for 13 years. Hantz Financial Services, Inc. is an enterprise investment adviser and 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 model portfolios, financial planning, and wealth management services.

Patrick Nelson is a CFP® professional with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Bay City, MI. 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, supported by affiliated banking, tax, business consulting, and insurance services.