John Ohl
Managing Director, Wealth Advisor
John is a Wealth Advisor with VestGen Wealth Partners, where he brings more than 40 years of experience advising individuals and families across the full spectrum of their financial lives. He operates under a fiduciary standard, placing each client’s interests at the center of every recommendation and maintaining a disciplined, client-first approach to wealth management.
Prior to joining VestGen Wealth Partners, John was the Founder of Bay Colony Advisors, where he led the firm in serving individuals and families through comprehensive financial guidance and long-term planning.
John works closely with clients to understand their priorities before developing strategies tailored to their unique circumstances. His experience spans portfolio construction, comprehensive financial planning, estate planning coordination, and intergenerational wealth considerations. He draws upon a broad range of investment and planning resources to design thoughtful strategies aligned with each family’s goals, time horizon, and risk tolerance.
For John, wealth management extends beyond asset allocation. It involves helping families articulate their long-term objectives, plan thoughtfully for the future, and align financial strategies with deeply held values. He recognizes that each client’s wealth plan reflects their deeply held values, as well as the responsibility to steward those resources for future generations.
Clients benefit from the support of a credentialed team experienced in addressing complex wealth and estate planning matters. John’s role is to design coordinated, customized strategies intended to reflect each family’s preferences while adapting to evolving needs and regulatory considerations. Throughout his career, he has sought to serve as a steady advisor and counselor, helping clients make informed decisions within a prudent and risk-aware framework.
John earned a Bachelor of Arts from the University of Vermont and maintains multiple professional licenses in securities and insurance. Outside of his professional work, he enjoys breeding thoroughbred horses in Kentucky with his younger daughter, Liana, and traveling with his wife, Katrina, and his oldest daughter, Kristina.
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.