John D. Straley
Managing Director, Wealth Advisor
“Adding clarity and confidence”
John D. Straley is a Managing Director and Wealth Advisor at VestGen Wealth Partners in Schaumburg, IL, dedicated to helping individuals, families, and business owners navigate their financial landscapes with clarity and vision. With over 30 years of experience in wealth management and financial planning, John specializes in developing strategies that seek to protect, preserve, and advance his clients’ wealth throughout all stages of life.
John’s investment philosophy emphasizes the construction of portfolios that seek to manage volatility and mitigate sequence-of-returns risk. His disciplined approach is centered on consistency, reliability, and a long-term alignment with each client’s specific objectives.
Prior to joining VestGen, John founded Infinity Wealth Advisors, LLC, a comprehensive financial and estate planning firm that provided goal-oriented advice tailored to individual needs. At VestGen, he leverages a collaborative network of specialists in tax, retirement, and estate planning, enhancing the breadth of resources available to his clients while upholding the personalized service that has always characterized his practice.
A graduate of DePaul University with a Bachelor of Science in Commerce, John has been an active practitioner since 1992. His unwavering commitment to integrity, education, and innovation is fundamental to his mission of empowering clients to achieve financial confidence today and for generations to come.
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.