facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Meet the Team

Gerald M. Koler, CFP® Photo
Read Bio

Gerald M. Koler, CFP®

President, Financial Advisor

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 Photo
Read Bio

Donna M. Koler

Vice President of Operations, Financial Professional

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® Photo
Read Bio

Michael A. Koler, CFP®

Vice President of Financial Strategies, Financial Advisor

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 Photo
Read Bio

David M. Stollings

Vice President of Tax Strategies, Financial Professional

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 Photo
Read Bio

David W. Koler

Vice President, Financial Advisor

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® Photo
Read Bio

Ryan M. Koler, CFP®

Vice President, Financial Advisor

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