Simone Gladstone is a CFP® with 34 years of industry experience. She is affiliated with Compass Rose Strategic Partners LLC and has previously worked at Vanderbilt Financial Group, Triad Advisors, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is involved in an insurance business offering products such as long-term care, term life, VUL life insurance, and fixed annuities. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets through a team of four advisors and offers both discretionary and non-discretionary portfolio management, often implementing strategies via its own wrap-fee program or third-party programs.

Travis Gladstone is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Compass Rose Strategic Partners LLC and has prior experience at Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management, often utilizing wrap-fee programs and third-party money manager oversight.

Tyler Linforth is a Series 66-registered financial advisor with Compass Rose Strategic Partners LLC, bringing one year of industry experience. Prior to joining the firm, he served five years in the United States Navy and worked at Amentum. Compass Rose Strategic Partners LLC provides financial planning, investment management, and advice to individuals, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $103 million in client assets and offers both discretionary and non-discretionary portfolio management through proprietary and third-party wrap-fee programs.