Elizabeth Allison is a financial advisor at Gates Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Evansville Teachers FCU for 11 years. Outside of advising, she is also an insurance agent involved in life and annuity insurance sales through Gates Financial Services, LLC. Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach and combines fundamental, technical, and cyclical analysis to tailor portfolio management and financial recommendations.

Gary Gates is a financial advisor at Gates Investment Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Gates Investment Advisors since 2007 and Gates Financial Services, LLC since 2012. Outside of advisory services, he is also active as an insurance agent and provides tax preparation services. Gates Investment Advisors offers personalized investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach that incorporates fundamental, technical, and cyclical analyses, with portfolio reviews conducted regularly and custodians selected for execution and reporting quality.