EPI Financial Group

Richard Crandall is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has held roles with multiple affiliated entities including EPI Group, LLC and Crandalling, Inc., where he served as owner and president. Crandall is also involved in insurance sales through his ownership of Crandalling, Inc. and as an independent insurance agent with EPI Protection, LLC. EPI Financial Group provides personalized financial planning, discretionary asset management through a sub-advisor platform, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves non–high-net-worth clients and uses third-party money managers to deliver investment management while maintaining authority over portfolio oversight.

Shane Kinney is a financial advisor at EPI Financial Group in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining EPI Financial Group, he was involved with Hantz Financial Services and operated Zerbo's Market and Bistro. Outside of his advisory role, Kinney owns and produces content for a monetized YouTube channel focused on entertainment. EPI Financial Group serves individuals, trusts, estates, charitable organizations, and business entities primarily with personalized financial planning and discretionary asset management via a sub-advisor platform. The firm focuses on non–high-net-worth clients and utilizes third-party money managers while maintaining oversight and client consultation.

Ryan Riker is a financial advisor with EPI Financial Group in Troy, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Alliance Benefit Group of MI. He is also an insurance agent with EPI Protection, LLC, dedicating approximately half of his time to insurance sales and services. EPI Financial Group provides personalized financial planning, discretionary asset management through sub-advisors, and consulting services primarily for non–high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm manages client portfolios using third-party money managers while retaining oversight and offers financial planning on a negotiable fixed-fee basis.

Justin Hathaway is a financial advisor with EPI Financial Group in Troy, MI. He holds a Series 65 credential and has four years of industry experience. Prior to joining EPI Financial Group, Hathaway worked at Bill Marsh and AT&T. Outside of his advisory role, he owns Not Another TCG LLC, a business engaged in buying and selling antiques and collectibles. EPI Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, focusing primarily on non–high-net-worth clients. The firm offers personalized financial planning, discretionary asset management through a sub-advisor platform, and consulting services.

Nathan Clements is a financial advisor at EPI Financial Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and The Prudential Insurance Company of America. EPI Financial Group provides personalized financial planning, discretionary asset management through a sub-advisor platform, and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves non–high-net-worth clients and uses third-party money managers to manage assets while maintaining oversight of portfolio selection and monitoring.