One Team with a
Shared Purpose,
Built Around You

We are collaborative, planning-first, and equipped with a full ecosystem of resources.

Find Our Locations and Teams
Jason Hanavan
Chief Executive Officer
Ferian Nickelson
Chief Operating Officer
Greg Gessert
Chief Corporate Dev't Officer
Timothy Woods
Chief Legal & Compliance Officer
Sarah Musante
Chief Human Resources Officer
Bob Hostetter
Chief Investment Officer
Rob Bondiman
Head of Advisors
Josh Pilson
Vice President, Technology
Brian M. Ahern ChFC®, CRPC®
Managing Director, Wealth Advisor
Illinois
Chicago Loop
Craig Bolanos CMFC®, AIF®
Founder, Wealth Advisor
Illinois
Inverness & Downers Grove
David Bolanos AWMA®, AIF®
Managing Director, Wealth Advisor
Illinois
Inverness & Downers Grove
Gavin Bolanos
Associate Wealth Advisor
Illinois
Inverness & Downers Grove
Ted Buckley BFA
Wealth Advisor
Illinois
South Barrington
Ryan Burchett
Wealth Advisor
Missouri
Kansas City
Arik Cohen-Lewe
Consulting Advisor
Ursula Daley, J.D.
Managing Director, Wealth Advisor
Illinois
Oak Brook (22nd St)
Kevin Dawrant CFP®
Wealth Advisor
Illinois
Downers Grove
Brian DeGrado
Founder, Wealth Advisor
Illinois
Chicago
Bradley Doy CFPA
Founder, Wealth Advisor
Illinois
Downers Grove
Joe Esposito CFBS, CFF®
Founder, Wealth Advisor
Illinois
Glen Ellyn
Matt Evans CFP®
Wealth Advisor
Illinois
Naperville
Bob Greulich CPFA®
Managing Director, Wealth Advisor
Jeff Haller
Founder, Wealth Advisor
Illinois
Naperville
Sean Hanlon CFP®
Founder, Wealth Advisor
New Jersey
Egg Harbor
Dave Holland CFP®
Wealth Advisor
Illinois
Texas
Chicago Dallas
Mark W. Johnson CFA
Wealth Advisor
Illinois
Chicago
Paul Kaczmarczyk
Executive Director, Wealth Advisor
Illinois
Schaumburg
Keith Kiker​ CFP®
Founder, Wealth Advisor
Illinois
Glen Ellyn
James Kim
Managing Director, Wealth Advisor
Jordan Layer CFP®, ChFC®, CLU®, MSFS®
Wealth Advisor
Jeffrey Lesniewicz
Managing Director, Wealth Advisor
Illinois
Chicago Loop
Jonathan Lewis
Managing Director, Wealth Advisor
Florida
Key West
Kevin Looser
Wealth Advisor
New Jersey
Egg Harbor
Tim Ludwig AAMS™
Wealth Advisor
Illinois
Naperville
Joe Lyons CFP®, CHFC®
Founder, Wealth Advisor
Illinois
South Barrington
Michael Martin
Managing Director, Wealth Advisor
Missouri
Kansas City
Terry McCaffrey CFP®
Founder, Wealth Advisor
Chicago
Illinois
Eric Mesko CEPA
Wealth Advisor
Illinois
South Barrington
Eric Mooney
Wealth Advisor
Illinois
South Barrington
Tim Mohns CFP®
Founder, Wealth Advisor
Illinois
Naperville
Michael Moloney M.S. CFP®
Founder, Wealth Advisor
Missouri
Kirkwood
Bret Mooney CHFC®
Wealth Advisor
Illinois
South Barrington
Keith Mooney CFP®, CEPA, CHFC®, CLU®
Wealth Advisor
Illinois
South Barrington
Nicholas Punzio
Wealth Advisor
Illinois
Inverness & Downers Grove
Thomas Reynolds CFP®
Founder, Wealth Advisor
Illinois
Oak Brook (Jorie Blvd)
Rikk Rodriguez CHFC®
Wealth Advisor
Illinois
South Barrington
Scott Sheldon
Wealth Advisor
Missouri
Kansas City
John D. Straley
Managing Director Wealth Advisor
Illinois
Schaumburg
Dan Stringfellow
Wealth Advisor
Illinois
Chicago
Michael Sullivan AIF®
Managing Director, Wealth Advisor
Illinois
Inverness & Downers Grove
Jim VandeLogt CFP®, CHFC®, CLU
Managing Director, Wealth Advisor
Charlotte, Downers Grove
Illinois
North Carolina
Dave Walker
Managing Director, Wealth Advisor
Illinois
St. Charles
Nick Withington
Managing Director, Wealth Advisor
Missouri
Kirkwood
John J. Zielinski CFA®, CFP®
Wealth Advisor
Illinois
Chicago
Leslie Bolanos
Managing Director, Operations
Illinois
Inverness & Downers Grove
Edward Carrington
Impact Coordinator
Patrick Curran
Compliance Officer
Claudette Devlin
Senior Staff Accountant
New Jersey
Egg Harbor
Carrie Fisher
Manager, Marketing & Events
Devon Gutierrez
Operations Analyst
Steve Keglevic
Director, Integrations
Matt LaLonde
Director, VestGen Insurance
Sean McGee
Senior Manager, Marketing Operations
Eoin Mills
Senior M&A Associate
Maggie Moore
Receptionist, Marketing Coordinator
Roberto Moreno
Executive Director, Technology Services & Integration
Dave Powell
Executive Director, Systems & Technology
New Jersey
Egg Harbor
Greg Scheider
Managing Director, Finance
Illinois
South Barrington
Jason Sippel
Reporting Associate
Denise Verna
Controller
Christopher Wagner
Controller
Steve Weber
Client Service Associate
Chicago
IL
Erik Gutierrez
Portfolio Manager
Chicago
IL
Mylen Kimura
Client Service Associate
Chicago
IL
Barbara Trzebunia
Client Service Associate
Illinois
Chicago
James M. Thornton
Executive Director of Business Development
Illinois
Chicago Loop
Jacob Corcoran
Client Services Manager, Investment Strategist
Illinois
Chicago Loop
Cole Dow
Director, VestGen Athlete
Illinois
Chicago Loop
Amanda Arroyo
Director, Client Service
Illinois
Downers Grove
Melanie Oprenchak
Client Service Assistant
Illinois
Downers Grove
Jackie Kulak
Administrative Assistant & Client Concierge
Illinois
Downers Grove
Linda Lemieux
Senior Client Services Manager
New Jersey
Egg Harbor
Don Williams
Senior Client Services Manager
New Jersey
Egg Harbor
Cathy Sayers
Manager, Operations
New Jersey
Egg Harbor
Thomas J. Ericson
Director, Compliance
New Jersey
Egg Harbor
Marceline Glavach
Director, Operations
Illinois
Glen Ellyn
Missy Ulrich
Director, Financial Planning
Illinois
Glen Ellyn
Meghan Ziberna
Director, New Business & Client Services
Illinois
Glen Ellyn
Patrick Crowley
Executive Director, Client Service
Illinois
Inverness & Downers Grove
Jeffrey Innocenti
Director, Trading Operations
Illinois
Inverness & Downers Grove
Thomas Gruszka
Director, Financial Planning
Illinois
Inverness & Downers Grove
Lisa Belmonte
Director, Client Development
Illinois
Inverness & Downers Grove
Haley Swanson
Client Experience Associate
Illinois
Inverness & Downers Grove
Nicholas Moffa
Client Services Associate
Illinois
Inverness & Downers Grove
Denise Coniglio
Operations Associate
Illinois
Inverness & Downers Grove
Magen Rafalzik
Operations Associate
Illinois
Inverness & Downers Grove
Carly Havlichek
Operations Associate
Illinois
Inverness & Downers Grove
Kyle Henson
Operations Associate
Illinois
Inverness & Downers Grove
Calen Smerchek AWMA®
Portfolio Manager
Missouri
Kansas City
Melissa White
Client Service Manager
Missouri
Kansas City
Michelle Katzenmeier
Director, Operations
Missouri
Kansas City
Annie Woodson
Office Manager
Missouri
Kansas City
Stacey Kane
Senior Client Service Assistant
Missouri
Kirkwood
Scott Herman
Client Service Assistant
Missouri
Kirkwood
Michelle Seliner
Executive Assistant
Missouri
Kirkwood
Cindy Mohns
Client Experience Manager
Illinois
Naperville
Kris Meyr
Client Service Manager
Illinois
Naperville
Amanda Gil
Client Services Associate
Illinois
Naperville
Shantal Tapia
Client Service Associate
Illinois
Naperville
Jordan Lewis
Wealth Advisor
Illinois
Oak Brook (22nd St)
Brenda Swanson
Senior Operations Manager
Illinois
Oak Brook (22nd St)
Blanca Longino
Client Services Associate
Illinois
Oak Brook (22nd St)
Kathy Gfrorer
Executive Director, Client Services & Operations
Illinois
Oak Brook (Jorie Blvd)
Lauren Friscia
Manager, Operations
Illinois
Oak Brook (Jorie Blvd)
Steven Mallo
Manager, Client Services
Illinois
Oak Brook (Jorie Blvd)
Mary Rogers
Client Account Specialist
Illinois
Schaumburg
Traci Smason
Client Engagement
Illinois
Schaumburg
Lucas Manuel
Investment Operations Coordinator
Illinois
Schaumburg
Mary Beth Schultejans
Senior Client Services
Missouri
Kirkwood
Tristan Carone
Wealth Advisor
Illinois
South Barrington
Jeff Scheider
Investment Strategist
Illinois
South Barrington
Brendan Donlevy
Director, Financial Planning
Illinois
South Barrington
Misty Parrillo
Client Services Associate
Illinois
South Barrington
Jason Randl
Client Services Associate
Illinois
South Barrington
Cindy Jacobs
Client Services Associate
Illinois
South Barrington
Shawna Scheider
Client Services Associate
Illinois
South Barrington
Grant Bolender
Paraplanner
Illinois
South Barrington
Rachel Goldsboro
Administrative Assistant
Illinois
St. Charles