Gavin Bolanos

Associate Wealth Advisor

Gavin Bolanos, WMS™, is an Associate Wealth Advisor at VestGen.

Gavin helps individuals and families navigate their financial lives by focusing on comprehensive wealth management, retirement planning strategies, and risk protection, all delivered through a personalized and thoughtful approach.

Before joining VestGen, Gavin spent five consecutive summers interning at a large wealth management practice in Inverness, Illinois, under the mentorship of one of LPL Financial’s top 10 advisors. During that time, Gavin earned his Wealth Management Specialist™ (WMS™) designation, passed the Securities Industry Essentials (SIE) exam, and obtained his Health, Accident & Life Insurance Licenses.

Gavin graduated cum laude in May 2025 from The University of Alabama, earning a Bachelor of Science in Consumer Science with a concentration in Family Financial Planning and Counseling. This nationally respected program provided Gavin with a strong academic foundation in personal finance, behavioral economics, and client-focused planning. His coursework also fulfilled the educational requirements to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification exam, as recognized by the Certified Financial Planner Board of Standards, Inc. While at the University of Alabama Gavin was also able to achieve his eMoney Advisor Certification which allows him to deliver both goals based and cash flow based plans to clients.

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.