Brendan Donlevy CHFC®
Director, Financial Planning
Brendan Donlevy joined the team full-time in January 2022 to support the firm’s financial planning practice. He currently serves as Director of Financial Planning, leading VestGen South Barrington’s financial planning team and working closely with advisors to deliver comprehensive, goal-driven financial plans for clients.
Brendan earned his Bachelor’s degree from the University of Wisconsin–Whitewater in 2019 with an emphasis in Financial Planning. Originally from the St. Charles area, he believes his life experiences provide him with a unique and relatable perspective on personal financial planning.
Brendan’s approach to financial planning is grounded in objective, data-driven insights, using disciplined analysis and modern planning technology to turn complexity into confident, meaningful decisions and positive outcomes. He believes clients are best served when specialized planning expertise supports the advisor relationship, ensuring thoughtful analysis leads to clear, individualized guidance.
Outside of the office, Brendan enjoys staying active and following sports, particularly football. He grew up heavily involved in athletics—playing football, basketball, and volleyball—which helped shape his team-oriented mindset and disciplined approach. In his free time, he enjoys spending time with family and friends, hiking, watching games, playing board games, and exploring new and interesting foods with his fiancée, Abby.
Josh Gerry
Chief Executive Officer
Josh Gerry is redefining succession planning for wealth advisors.
Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”
With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.
At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.
Josh holds a B.S. in Business Economics from UCLA.