VestGen Advisors, LLC

Christopher Ruhnke is a financial advisor at VestGen Advisors, LLC in Kansas City, MO. He holds the Series 66 designation and has been with VestGen and related entities since 2026. Prior to his advisory role, his experience includes positions in various industries and education at Northwest Missouri State University. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and access to third-party managers, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

Jonathan Lewis is a financial advisor at VestGen Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Peninsula Asset Management, Daley Financial Partners, and Commonwealth Financial Network. Jonathan is based in Summerland Key, FL. 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, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Thomas Gruszka is a CFP® professional with 25 years of industry experience, currently serving at VestGen Advisors, LLC. His prior roles include positions at LPL Financial LLC, Wealth Management Group, LLC, and Sigma Financial Corporation. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. 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 investment management, financial planning, wrap-fee programs, and retirement plan services, employing a range of analytical methods and third-party managers to implement portfolios.

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.

David Bolanos is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, LLC, and Private Client Services. 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, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement portfolios.

Michael Moloney is a CFP® and ChFC® with 39 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked for Cambridge Investment Research Advisors, Inc. He serves on the board of the E. Walter Hausstette Charitable Foundation, which provides grants to organizations primarily in the St. Louis area. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Brendan Donlevy is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. Brendan is based in Chicago, IL. 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 discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their approach integrates client-specific goal setting with various analytical methods and may include third-party managers or affiliate strategies.

John Straley is a wealth advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at VestGen Advisors since 2025, after 18 years at World Equity Group and six years at American General Securities Incorporated. Outside of his advisory role, he is a partner in Caliwood Pictures and CineSecure Films, LLC, involved in movie production and film financing, and serves on the membership committee for The Bridge Youth & Family Services, a charitable organization. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients through 53 advisors. The firm offers investment management, financial planning, and ERISA 3(21) retirement plan services, using a combination of fundamental, technical, and quantitative analysis along with modern portfolio theory to tailor client strategies.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. 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, offering investment management, financial planning, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

Paul Kaczmarczyk is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at World Equity Group since 2010 before joining VestGen Advisors in 2026. Outside of his advisory role, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for nearly 22,790 clients. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, utilizing a variety of analytical approaches and occasionally partnering with third-party managers as part of portfolio implementation.

John Zielinski is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, LLC, William Blair, Capital Guardian Trust Company, and Neuberger Berman. Outside of his financial career, he manages farming operations through several non-investment related LLCs. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,800 clients and offers a range of investment management and retirement plan services. The firm uses a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to develop client-specific strategies and serves a broad range of institutional and individual clients.

Alfred Holland Jr. is a CFP® with 26 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has previously worked at Optimum Investment Advisors, Wells Fargo Advisors, and UBS Financial Services. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a blend of fundamental, technical, and quantitative analysis along with modern portfolio theory to develop client-specific strategies and serves a broad range of clients including individuals, institutional investors, and sovereign wealth funds.

Patrick Crowley is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC for 19 years, followed by roles at Wealth Management Group, LLC and Private Client Services. Outside of his advisory work, he manages Crowley Family Farm LLC, a small commercial property in Illinois. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients across 30 advisors. The firm serves individual and high-net-worth clients with a range of investment management and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement client portfolios.

Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory role, he is a founding member and principal of VestGen Wealth Partners Holdings, LLC and a passive investor in a gym and fitness training business. 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 a range of investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.