Meet the Team

Gerald M. Koler, CFP^®

President, Financial Advisor

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: gkoler@osaicwealth.com

Background and Experience

With over 30 years of experience in the financial industry, Jerry works with customers in all areas of financial planning including:

• Retirement Planning
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• College Funding
• Insurance -Life, Health, Disability, Long-Term Care

Certifications and Registrations

• Certified Financial Planner™ Certification
• Registered Principal and Investment Advisor Representative  with Osaic Wealth, Inc. 

Education

• MBA, Finance, Miami (Ohio) University
• B.S. Degree, Finance and Economics, University of Dayton (Summa Cum Laude)

Memberships

• Financial Planning Association

Community Service

• Padua Franciscan High School Board of Trustees (Trustee and Former Chairperson)
• Padua Franciscan High School Endowment Committee (Former)
• Padua Franciscan High School Alumni Association (Former Chairperson and Treasurer)
• St. Ambrose Basketball Coach (Former)
• St. Albert the Great Basketball Coach (Former)
• North Royalton Bears Travel Baseball Assistant Coach (Former)

Donna M. Koler

Vice President of Operations, Financial Professional

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: dkoler@osaicwealth.com

Background and Experience

With over 45 years of experience in the financial industry, Donna works with customers in all areas of financial strategies including:

• Income Tax Planning and Preparation
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• Annuities
• Insurance -Life, Health, Disability and Long Term Care

Certifications and Registrations

• Registered Representative with Osaic Wealth, Inc.
• Notary Public

Community Service

• Friends of the Parma Libraries -Treasurer
• Parma Area Chamber of Commerce
• Greater Cleveland Growth Association
• St. Charles Ladies Guild

Michael A. Koler, CFP^®

Vice President of Financial Strategies, Financial Advisor

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: mkoler@osaicwealth.com

Background and Experience

With over 30 years of experience in the financial industry, Michael works with clients in most financial areas, including:

• Retirement Planning
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• Estate conservation
• College Funding
• Insurance -Life, Long-Term Care

Certifications and Registrations

• Certified Financial Planner™ Certification, practicing since 1992
• Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.

Education

• MBA, Finance, Weatherhead School of Management
• B.S. Degree, Finance, The Ohio State University

Memberships

• Financial Planning Association of Northeast Ohio, Former President

Community Service

• Rotary Club of Parma
• Parma Area Chamber of Commerce
• Strongsville Chamber of Commerce

David M. Stollings

Vice President of Tax Strategies, Financial Professional

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: dstollings@osaicwealth.com

Background and Experience

With nearly 40 years of experience in the financial industry, David works with customers in all areas of financial strategies including:

• Income Tax Planning and Preparation
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• Retirement Planning
• College Funding
• Insurance -Life, Disability and Long Term Care

Certifications

• Registered Representative with Osaic Wealth, Inc.
• IRS recognized tax practitioner since 1984

Education

• Hondros College –Insurance Continuing Education

Community Service

• North Olmsted Chapter Non-Smoking Singles
• Rocky River Senior Center Adult Education
• Lakewood Intergenerational Program
• Berea Animal Rescue Fund –Former Finance Committee Consultant

David W. Koler

Vice President, Financial Advisor

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: davidkoler@osaicwealth.com

Background and Experience

David works with customers in all areas of financial planning including:

• Income Tax Planning and Preparation
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• Retirement Planning
• College Funding
• Insurance -Life, Disability and Long Term Care

Registrations

• Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc.

Education

• B.S. Degree, Computer Science, University of Akron (Summa Cum Laude)

Community Service

• Broadview Heights Coach (15+ years) –Baseball, Basketball, Football, Soccer, Softball
• Broadview Heights Youth Coach –Baseball, Softball

Ryan M. Koler, CFP^®

Vice President, Financial Advisor

Phone: 440-884-7042

Fax: 440-845-0065

E-mail: ryan.koler@osaicwealth.com

Able to meet in-person or virtually

Background and Experience

Ryan works with customers in all areas of financial planning including:

• Retirement Planning
• Investments -Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
• College Funding
• Insurance -Life, Health, Disability, Long-Term Care
• Budgeting and Student Debt Management

Certifications and Registrations

• Certified Financial Planner™ Certification
• Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. 
• Series 7 and Series 66 Licenses
• Life & Annuity 

Education

•  B.S. Degree, Business Administration, The Ohio State University (Cum Laude)

Community Service

•  Gary Sinise Foundation