TSFG, LLC

John Hennessey is a financial advisor with TSFG, LLC in Clarendon Hills, IL, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior roles include positions at LPL Financial LLC and Allianz Life Financial Services, LLC. Outside of advisory services, he is an officer and partner at Vazza Real Estate Group, where he is involved in distribution and investing. TSFG, LLC provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and emphasizes fundamental analysis to construct tailored portfolios using a range of marketable securities.

Miranda O'Keefe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Charles Schwab and Invesco. Outside of her advisory work, she is involved with Wealth Fusion Inc., a business entity related to tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Graham is a financial advisor with TSFG, LLC, holding a Series 66 credential and two years of industry experience. He has previously worked at LPL Financial and has a background that includes roles in education at the University of Dayton, Libertyville High School, and St. Joseph Catholic School. Graham is involved with Back9, Capitas, New Horizons, GradePoint Insurance under The Fifteen Group. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm manages approximately $997.2 million in discretionary assets and emphasizes fundamental analysis to tailor portfolios using a variety of marketable securities, while also sponsoring a wrap-fee program.

Jeffrey Hughes is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at LPL Financial, Royal Alliance Associates, Woodbury Financial Services, Sagepoint Financial, American General Financial Advisors, and Valic Financial Advisors. He also provides administrative support to TSFG, LLC through a related business activity. TSFG, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and utilizes a fundamental analysis-driven investment approach with tailored asset allocation and security selection.

Daniel Nagel is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with TSFG, LLC and its affiliated entities since 2015 and has also been associated with LPL Financial, LLC since 2004. Outside of advisory work, he has been involved in selling disability and universal life insurance products. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and emphasizes fundamental analysis to tailor portfolios that include stocks, bonds, ETFs, mutual funds, options, and notes according to client goals and restrictions.

Christopher Hassell is a financial advisor with TSFG, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial LLC/DBA GradePoint Financial, Valic Financial Advisors, and AGIA. Outside of advisory work, he owns Cafe Siena, a coffee business. TSFG, LLC provides discretionary investment management and financial planning to individuals, family members, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and employs a fundamental analysis-based investment process tailored to client goals, offering services such as portfolio management, retirement-plan consulting, and wrap-fee program sponsorship.

Michael Gibbons is a financial advisor at TSFG, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TSFG, LLC since 2015, also maintaining a long-term affiliation with LPL Financial since 2004. He is involved with the National Slovak Society in a non-variable insurance capacity. TSFG, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and charitable organizations. The firm emphasizes fundamental analysis and tailored portfolio construction, managing approximately $997.2 million in discretionary assets as of December 2025.

Jeffrey Feinendegen is a financial advisor with TSFG, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with TSFG since 2015 and has also worked with LPL Financial since 2004. Outside of his advisory role, he is an author of a general book about good rules of living and is involved with a lead generation business connecting homeowners with contractors. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing nearly $1 billion in discretionary assets as of December 2025.

Michael Schremser is a financial advisor at TSFG, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at TSFG since 2018 and LPL Financial since 2012. TSFG, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and charitable organizations. The firm emphasizes fundamental analysis and customizes portfolios using a range of securities, while also sponsoring a wrap-fee program and recommending LPL Financial as custodian.

Michael Nagel is a financial advisor at TSFG, LLC with three years of industry experience and holds the Series 66 designation. Prior to joining TSFG, he worked at LPL Financial LLC and has a background that includes positions in the hospitality industry. TSFG, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, family members, trusts, retirement plans, and charitable organizations. The firm emphasizes fundamental analysis and tailored portfolio construction across various asset classes, while also sponsoring a wrap-fee program and offering retirement-plan consulting.

Bradley Bruna is a financial advisor at TSFG, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining TSFG, he worked at AIG Valic for 16 years. Outside of his advisory work, he is involved in a family business called Not Your Daddy's Sports Collection. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and tailored portfolio construction using a range of marketable securities, with ongoing account monitoring and periodic reviews.

Patrick Graham is a financial advisor at TSFG, LLC with one year of industry experience. He holds a Series 66 designation and has worked at TSFG, LLC and LPL Financial LLC since 2024. Prior to his advisory career, he was involved with the University of Iowa and operated restaurants, including Vue Restaurant and Milwalky Taco. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm’s investment process focuses on fundamental analysis and tailored portfolio construction, managing approximately $997.2 million in discretionary assets as of December 2025.

Daniel Bouska is a financial advisor with TSFG, LLC who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with TSFG, LLC (also known as Alchemy Advisors) since 2015 and has worked at LPL Financial, LLC since 2004. Outside of his advisory work, he is involved in offering life and fixed annuities through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, and charitable organizations. The firm manages nearly $1 billion in discretionary assets and emphasizes fundamental analysis with portfolios tailored to client goals, offering services including portfolio management, retirement-plan consulting, and a wrap-fee program.