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About | Advyzon

Advyzon was created with you in mind.

Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with, we strive to be the best value in advisor technology.

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Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms

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We are a team of entrepreneurs with decades of experience serving financial advisors.

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Continuous innovation and providing superior value and support to our clients

Leadership Team

Advyzon Hailin Li

Hailin Li

CEO

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Prior to founding yHLsoft, Inc., Hailin was Senior Vice President, Advisor Solutions at Morningstar, responsible for Morningstar's global advisor market. He joined Morningstar in 1996. He first served as Technical Lead for Principia, then Morningstar ClearFuture in 1999. In 2000, he led the team to launch Morningstar Advisor Workstation. In 2003, he served as Product Manager for Morningstar Office until 2010.

Hailin holds a MBA degree from Northwestern University-Kellogg School of Management and Ph.D. in Physics from State University of New York at Stony Brook. He holds a BS degree in Physics from Peking University, China.

Advyzon John Mackowiak

John Mackowiak

Chief Business Development Officer

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John is Chief Business Development Officer at yHLsoft, leading the sales & service effort and contributing to development of the Advyzon platform. Prior to working at yHLsoft, John spent 12 years at Morningstar, most recently as Product Manager for Morningstar Office. He was the first sales person dedicated to Morningstar Office when it was launched in 2004. After five successful years selling Office and working to develop the system, John managed the growing Office sales team for four years.

John earned a BBA from the University of Iowa with a double major in finance and management information systems. In his spare time, John enjoys spending time with his wife, young family, and dog. He spends most mornings exercising, skis as much as possible each winter, and is an avid follower of Iowa Hawkeye athletics and Chicago professional sports teams.

Advyzon Dirk Pearson

Dirk Pearson

Chief Support Officer

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Dirk is Chief Support Officer at yHLsoft, leading the support, operations, and data management efforts and also contributing to development of the Advyzon platform. Prior to working at yHLsoft, He spent 3 years at Morningstar, most recently as Quality Control Lead in Portfolio Management Services for Morningstar Office and Direct. Dirk's expertise lies in the portfolio accounting, data management, conversions and client service areas. Previous to Morningstar, Dirk worked as a trader in the financial derivatives and commodity futures markets at the Chicago Mercantile Exchange.

Dirk earned his BS in Applied Economics from the University of Wisconsin-Madison, where he was also a scholarship athlete in soccer. Currently, Dirk is a MBA candidate at the University of Chicago-Booth School of Business. In his free time, Dirk enjoys traveling, physical activity, and rooting on Chicago's sports teams.

Advyzon Jeremy Bingman

Jeremy Bingman

Chief Implementation Officer

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Jeremy is Chief Implementation Officer at yHLsoft, leading the project management, implementation, and vendor relationship management efforts. Prior to working at yHLsoft, he spent 14 years at Morningstar, primarily as a senior project manager. He was involved in a variety of data and platform related projects, including the development of Morningstar's managed product data platform, quality initiatives, as well as the continued development of Morningstar's suite of indices.

Jeremy earned a BA from the University of Illinois at Urbana-Champaign in economics, an MBA from DePaul University's Kellstadt Graduate School of Business, and the Project Management Institute - Project Management Professional (PMP) designation. In his spare time, Jeremy spends time with his family and serves on the national board of directors of Alpha Phi Omega National Service Fraternity.

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