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Gary H

Series 63, Series 66

Northbrook, IL

Hokin Investment Advisors Inc.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Jonathan H

Series 63, Series 65

Northbrook, IL

Hokin Investment Advisors Inc.

Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. with nine years of industry experience. He has worked at Hokin Investment Advisors and Nikoh Securities Corporation since 2016 and holds Series 63 and Series 65 licenses. Hokin Investment Advisors provides portfolio construction, supervisory asset management, financial planning, and pension consulting to individuals, businesses, trusts, and employee benefit plans. The firm serves high-net-worth clients and retirement plan sponsors through a fiduciary approach that emphasizes low-cost investment vehicles, ongoing monitoring, and educational seminars for plan participants.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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Caroline S

CFP®

Northbrook, IL

Hokin Investment Advisors Inc.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.

Passive / index investing Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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