Jeff Scheider CIMA®, CFP®, CHFC®, CLU®
Investment Strategist
Jeff teamed up with Joe and Keith in June of 1997 and is responsible for several aspects of the day-to-day operations of the firm. He specializes in assisting our Advisors with investment research and portfolio construction along with his intricate knowledge of trading, cost basis, and markets. Jeff has made a career in the securities industry with over 20 years of investment experience. He specializes in investment research and portfolio construction along with expert knowledge of the intricacies of trading, cost basis and markets.
Along with a wealth of career knowledge of the investment environment, Jeff also has an extensive network of Portfolio Managers, CFA’s, Analysts and Portfolio Specialists that he and the firm rely on for their expertise. He has extensive education including the Certified Investment Management Analysts® designation as well as completion of the Yale School of Management Executive Education Investment Management Theory and Practice Program.
Jeff’s blue-collar midwestern work ethic stems from his beginnings as a farm kid in Northwest Illinois where getting things done wasn’t optional on the family farm. That has transitioned to his adult life not only professionally through his constant thirst to further his education, but also personally as he has spent a majority of his fatherhood teaching and mentoring youth baseball players and leading local baseball organizations. Golf and hunting serve as a respite during downtime as well as spending time with his wife, Shawna, and his son, Calen.
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.