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.

James Kim is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Penn Mutual Life Insurance Company and Ohio National Financial Services. Kim serves as a board member and Treasurer for New Community Outreach, a nonprofit organization focused on supporting youth and the community in Bronzeville, Chicago. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients across 53 advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a client-specific approach using fundamental, technical, and quantitative analysis and serves a broad client base including institutional investors.

Robert Greulich is a financial advisor at VestGen Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. He maintains dual registrations with OneDigital and Osaic Wealth, Inc. during a transitional period. 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 services including discretionary and non-discretionary investment management, financial planning, and retirement plan solutions, utilizing a combination of analytical methods and third-party managers to implement client portfolios.