Dan Stringfellow

Wealth Advisor

Dan Stringfellow is a Wealth Advisor who plays a key role in supporting Brian DeGrado and the Chicago team. He is passionate about continuous learning in investments and holistic financial planning. As a Wealth Advisor, Dan’s primary role involves collaboration with his team to craft and execute personalized financial strategies that align with clients’ individual objectives.

Dan’s journey began at Rothschild in 2024 after graduating from Auburn University, where he earned a Bachelor of Science in Business Administration. During his time there, he was recognized as a two-time Academic All-American Scholar for the men’s golf team. His dedication and focus extended to the professional golf circuit, as he competed on the PGA Tour Canada for three seasons from 2017 to 2019.

Outside of the office, Dan still enjoys hitting the links, catching college football games, and exploring Chicago’s extensive Italian restaurant scene with his fiancée.

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.