Kory Kaunisto is a Series 65 licensed financial advisor with eight years of industry experience. He currently serves as the sole advisor at Kaunisto Capital L.L.C., having previously worked at Gehlen Braeutigam Capital, Citi, and AmWins Group. Kaunisto Capital L.L.C. provides investment management services primarily to pooled investment vehicles and institutional investors, focusing on portfolio management through a centralized approach with a single advisory professional.

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. He has been with Hantz Financial since 2004 and holds Series 63 and Series 65 licenses. 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 unified managed account solutions, and it operates with affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Carlie Anderson is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hantz Financial Services since 2018. Prior to that, she was with Cuna Brokerage Services, Inc. and Soo Co Op Credit Union. Outside of her advisory role, Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. 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, and offers expanded capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Rileigh Rambo is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2015. 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 services.

Amanda Wright is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2015. 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 and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and began his advisory career in 2024. Prior to joining Hantz, he worked in various roles including at Regal Home Care and the Jamie Nicole Agency. Outside of financial services, he is involved with Quality Automotive Repair, where he contributes on a part-time basis. Hantz Financial Services serves a diverse client base, offering financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank and in-house tax and consulting services.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2020. Her prior experience includes roles at Lake Superior State University, Birch Hill Grocery, Alpena Community College, and Alpena High 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 and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Jonathon Coe is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2012. He holds a Series 66 license and is based in Sault Ste. Marie, MI. Hantz Financial Services provides financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services to 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 account solutions, and partnerships offering direct-indexing and alternative investments, supported by affiliated entities such as a trust bank and in-house tax and consulting services.

Joshua Hester is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2023. Outside of his advisory role, he is the owner of Upward Potential, a technical consulting business. 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 offers a range of financial planning, wealth management, and retirement-plan advisory services.