VestGen Advisors, LLC

Jonathan Lewis is a financial advisor at VestGen Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Peninsula Asset Management, Daley Financial Partners, and Commonwealth Financial Network. Jonathan is based in Summerland Key, FL. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Thomas Gruszka is a CFP® professional with 25 years of industry experience, currently serving at VestGen Advisors, LLC. His prior roles include positions at LPL Financial LLC, Wealth Management Group, LLC, and Sigma Financial Corporation. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, employing a range of analytical methods and third-party managers to implement portfolios.

Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

David Bolanos is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, LLC, and Private Client Services. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement portfolios.

Michael Moloney is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked for Cambridge Investment Research Advisors, Inc. He serves on the board of the E. Walter Hausstette Charitable Foundation, which provides grants to organizations primarily in the St. Louis area. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Brendan Donlevy is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. Brendan is based in Chicago, IL. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their approach integrates client-specific goal setting with various analytical methods and may include third-party managers or affiliate strategies.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

John Zielinski is a CFA® charterholder with 20 years of experience in the financial industry. He currently works at VestGen Advisors, LLC and previously held roles at Optimum Investment Advisors, LLC and William Blair & Company. Outside of his advisory role, he manages several farming operations through ownership of multiple LLCs. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm combines client-specific goal setting with diverse analytical methods and utilizes third-party managers and affiliate strategies to implement portfolios, while serving a broad range of investment and retirement planning needs.

Alfred Holland is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Optimum Investment Advisors, LLC since 2014 and joined VestGen Advisors, LLC in 2025. Based in Chicago, IL, he is currently part of a multi-team advisory firm. VestGen Advisors, LLC manages approximately $3.47 billion for over 9,400 clients through a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a diverse analytical approach and utilizes third-party managers and affiliate strategies to implement client portfolios.

Patrick Crowley is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC for 19 years, followed by roles at Wealth Management Group, LLC and Private Client Services. Outside of his advisory work, he manages Crowley Family Farm LLC, a small commercial property in Illinois. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients across 30 advisors. The firm serves individual and high-net-worth clients with a range of investment management and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement client portfolios.

Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory role, he is a founding member and principal of VestGen Wealth Partners Holdings, LLC and a passive investor in a gym and fitness training business. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Joseph Esposito is a financial advisor at VestGen Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Private Client Services. Esposito also maintains a long-term affiliation with Ek&A. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Mark Johnson is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Optimum Investment Advisors, LLC since 2015 before joining VestGen in 2025. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with services including investment management, financial planning, wrap-fee programs, and retirement plan solutions, employing a mix of analytical methods and third-party managers to implement client portfolios.

James Vande Logt is a CFP® and ChFC® with 20 years of experience in financial advisory roles. He currently serves at VestGen Advisors, LLC and Private Client Services, having previously worked at LPL Financial LLC and Valmark Securities, Inc. Outside of advising, he is involved as a co-founder and member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a variety of analytical methods and third-party managers to implement client portfolios.