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John Z
CFA®, Series 63
Chicago, IL
VestGen Advisors, LLC
John Zielinski is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, William Blair, Capital Guardian Trust Company, and Neuberger Berman. Outside of financial services, he manages several LLCs involved in farming operations in Illinois, Indiana, and Michigan. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and proprietary strategies, and manages approximately $6.66 billion in assets.
Mark J
Series 63, Series 66
Chicago, IL
VestGen Advisors, LLC
Mark Johnson is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Optimum Investment Advisors, LLC, SPC, Morgan Stanley, and FA Asset Management Inc. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client work with centralized portfolio management and uses third-party managers and affiliated funds as part of its investment approach.
Daniel S
Series 66
Chicago, IL
VestGen Advisors, LLC
Daniel Stringfellow is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Rothchild Investment LLC and Private Client Services. Outside of his advisory work, he is involved with Starterbox Studios. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and affiliated funds as part of its service offerings.
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 a Series 66 designation and previously worked at Optimum Investment Advisors and Banc Of America Investment Services, Inc. He is a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company based in Chicago. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm integrates advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other investment advisers, banking institutions, and government entities.
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