Maumee, OH Office

Team
Updated today

Client AUM

$9,924,046,578

Clients

23,624

Advisors

10

Of 399 advisors across 23 offices

Location

1540 S. Holland Sylvania

Maumee OH 43537

Advisors at this office

10

Advisors at this office

user avatar

Joseph B

Series 66

Maumee, OH

Hantz financial Services, Inc.

Joseph Bixler is a financial advisor at Hantz Financial Services, Inc. in Maumee, OH, holding a Series 66 designation with 12 years of industry experience. He has been with Hantz Financial Services since 2013. 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 offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, consulting, insurance, and mortgage businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Justin S

Series 66

Maumee, OH

Hantz financial Services, Inc.

Justin Snyder is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, with seven years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2018. Prior to his advisory role, he worked at Toledo Molding and Die Inc for 12 years. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach focuses on model-driven ETF strategies, supplemented by separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John M

CFP®, ChFC®, Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

John Machcinski is a CFP® and ChFC® with 47 years of experience in the financial services industry. He has been with Hantz Financial Services, Inc. since 1999. In addition to his advisory role, he serves as an officer in various non-investment-related business ventures affiliated with the Hantz Group, including a charter flight business, urban farm development, technology services, and a golf club. He is also a board member of Hantz Trust Bank. Hantz Financial Services serves 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 a range of financial planning, wealth management, and retirement-plan advisory services supported by affiliated banking, tax, insurance, and mortgage businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Rachel L

CFP®, ChFC®, Series 66

Maumee, OH

Hantz financial Services, Inc.

Rachel Long is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Maumee, OH. Her background includes roles at Northwestern Mutual and involvement with USA Soccer. She has also been connected to Arlyn's Good Beer and the Norwegian Business School. 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 in-house tax, business consulting, and affiliated insurance and mortgage services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian M

Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Brian Mckenna is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Hantz Financial Services since 2007. 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 supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Joseph G

Series 66

Maumee, OH

Hantz financial Services, Inc.

Joseph Gentile is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2016. 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 a range of services including financial planning, portfolio management, and retirement plan consulting, with an investment approach focused on diversified, ETF-centered model portfolios and tax-aware implementations.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kristy T

CFP®, ChFC®, Series 63, Series 65

Maumee, OH

Hantz financial Services, Inc.

Kristy Turnwald is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Hantz Financial Services, Inc. since 2004. 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 entities such as a trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Richard E

Series 66

Maumee, OH

Hantz financial Services, Inc.

Richard Escobedo is a Series 66-registered financial advisor at Hantz Financial Services, Inc., with two years of industry experience. Prior to joining Hantz, he worked in healthcare and education roles at Promedica Toledo Hospital, Promedica Flower Hospital, University of Toledo Medical Center, Gibsonburg Middle School, and Mercy College of Ohio. Hantz Financial Services operates as a diversified enterprise investment adviser and broker-dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing around $10 billion in assets. The firm emphasizes ETF-centered model portfolios, asset allocation, and periodic rebalancing, supplemented by third-party SMA managers and tax-aware strategies, while also providing mortgage brokerage and insurance services through affiliated agencies.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Nicole M

Series 65

Maumee, OH

Hantz financial Services, Inc.

Nicole Manning is a financial advisor at Hantz Financial Services, Inc. in Maumee, Ohio, holding a Series 65 designation with two years of industry experience. She has been with Hantz Financial Services since 2020 and previously worked at Bowling Green State University and the University of Phoenix. 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 along with separately managed accounts and unified managed account solutions, supported by affiliated services such as a trust bank, tax and business consulting, and insurance and mortgage origination.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kendal N

Series 66

Maumee, OH

Hantz financial Services, Inc.

Kendal Norman is a financial advisor at Hantz Financial Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2011. 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 capabilities such as a state-chartered trust bank, in-house tax and business consulting, and mortgage origination services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")