Devon Gutierrez

Operations Analyst

Devon Gutierrez is an Operations Analyst at VestGen Advisors LLC, where he supports the firm’s operational infrastructure with a focus on efficiency, accuracy, and scalability. His areas of expertise include custodial operations, data organization, workflow optimization, client documentation, and client support, all of which contribute to a streamlined experience for both advisors and clients.

Devon brings a strong analytical and process-driven mindset to his role. Prior to joining VestGen in August 2025, he completed a Business Development Internship at Broadridge in 2024, where he developed a data-driven AHA reporting dashboard that helped streamline monthly leadership reporting. He has also demonstrated thought leadership in emerging technology, speaking at the inaugural Big Sky AI Roundtable on the impact of artificial intelligence on the next generation of workers.

At VestGen, Devon applies his operational knowledge and data skills to improve workflows and support the firm’s commitment to delivering high-quality service through well-structured, efficient processes.

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.