Chicago, IL North Franklin Office

Thomas Gruszka is a CFP® professional with 26 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC in Chicago, IL. His career includes roles at firms such as LPL Financial LLC, BMO Harris Financial Advisors, Inc., and Charles Schwab. 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 institutional investors. The firm integrates advisor-level client relationships with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.

David Bolanos is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at LPL Financial from 2008 to 2024, Wealth Management Group, LLC since 2022, and Private Client Services since 2024. VestGen Advisors 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 interaction with centralized portfolio construction and serves a diverse client base including other investment advisers and institutional clients.

Erik Gutierrez is a Series 65-licensed financial advisor with VestGen Advisors, LLC, based in Chicago, IL, and has four years of industry experience. Before joining VestGen Advisors in 2024, he worked at Lake Street Financial from 2022 to 2024 and spent a decade at NTN Bearing Corporation. 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-led relationship management with centralized portfolio construction and employs third-party managers and proprietary funds as part of its offerings.

Paul Kaczmarczyk is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has been with VestGen Advisors since 2026 and concurrently associated with World Equity Group since 2010. Outside of advisory work, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. VestGen Advisors 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 utilizes third-party managers and proprietary strategies to serve a diverse client base, including other advisers and institutional entities.

Patrick Crowley is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His previous experience includes roles at LPL Financial, LLC from 2005 to 2024 and Wealth Management Group, LLC since 2022. Outside of advisory services, he manages Crowley Family Farm LLC, a family business overseeing commercial property. VestGen Advisors 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 work with centralized portfolio management, serving a wide variety of clients including other investment advisers and institutional investors.

Stephen Weber is a financial advisor at VestGen Advisors, LLC in Chicago, IL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, Raymond James & Associates, and Lake St. Prior to joining VestGen Advisors in 2024, he held positions at Chase Investment Services, Banc of America Investment Services, LaSalle Financial Services, and Morgan Stanley. VestGen Advisors 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 relationship work with centralized portfolio construction and uses third-party managers and affiliated funds as part of its investment approach.

Nicholas Punzio is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity, LPL Financial, Wells Fargo Clearing, and Edward Jones. He is currently also a Registered Representative with Private Client Services. VestGen Advisors 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 relationship work with centralized portfolio construction, including the use of third-party managers and proprietary funds, serving a diverse client base that includes other advisers, institutions, and government entities.

Timothy Woods is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 credential and over 22 years of industry experience. His prior roles include positions at William Blair and Hightower Advisors. 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 relationship work with centralized portfolio construction, offering both discretionary and non-discretionary management along with third-party manager options.

Brian Degrado is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lake Street Private Wealth, Raymond James & Associates, J.P. Morgan Securities, and Chase Investment Services Corp. 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 investors. 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.

Gavin Bolanos is an advisor at VestGen Advisors, LLC based in Chicago, IL. He holds a Series 66 designation and has worked in the financial industry since 2025. Prior to joining VestGen, he held roles in private client services and wealth management and has experience in educational settings. 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 uses a combination of advisor-level client relationship management and centralized portfolio construction, serving a diverse client base that includes other investment advisers, institutions, and government entities.

Tristan Carone is a financial advisor at VestGen Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked with Private Client Services and VestGen Advisors since 2025. VestGen Advisors 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-led client relationships with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its investment approach.