Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

John Z

CFA®, Series 63

Chicago, IL

VestGen Advisors, LLC

John Zielinski is a CFA® charterholder based in Chicago, IL, with 21 years of industry experience. He currently works at VestGen Advisors, LLC and has been there since 2025, following a tenure at Optimum Investment Advisors, LLC from 2016. Outside of his advisory role, he manages several farming operations through his ownership of multiple LLCs. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,800 clients across 53 advisors, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm uses a blend of fundamental, technical, quantitative analysis, and modern portfolio theory to develop client-specific strategies and serves a diverse client base including institutional entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Mark J

Series 63, Series 66

Chicago, IL

VestGen Advisors, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Daniel S

Series 66

Chicago, IL

VestGen Advisors, LLC

Daniel Stringfellow is a financial advisor with VestGen Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining VestGen Advisors, he worked at Rothchild Investment LLC and has been involved with Starterbox Studios since 2024. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. 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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Terry M

Series 66

Chicago, IL

VestGen Advisors, LLC

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Optimum Investment Advisors since 2009. He is also a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. 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, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a variety of analytical methods and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Equity compensation tax strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")