Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Fountain Wealth Management. Outside of his advisory role, he is a passive investor in GRIT Performance, a gym and fitness training business. 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 combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base that includes other investment advisers, institutions, and government entities.

Timothy Mohns is a CFP® with 33 years of industry experience and is currently affiliated with VestGen Advisors, LLC. His career includes roles at Raymond James Financial and Fountain Wealth Management, among others. Outside of his advisory work, he serves on the board of Kingdom Advisors, a nonprofit organization focused on faith integration for financial advisors, and is involved with Windy Press International, a publisher of electronic children's books. 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, and institutional entities. The firm employs a centralized portfolio construction model combined with advisor-level client relationship work and manages roughly $6.66 billion in assets with a multi-team structure.