Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Gateway Insurance Services, Inc. alongside her advisory role. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small businesses, primarily delivering non-discretionary plans and collaborating with third-party portfolio managers for asset management.

Chad Nielsen is a financial advisor with Gateway Financial & Estate Planning, Inc. in Pocatello, ID, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His work history includes roles at Gateway Financial & Estate Planning, LLC since 2007, Gateway Insurance Services, LLC since 2011, and Federal Benefits Advisory Group, LLC since 2016. He is also an owner and insurance agent at Gateway Insurance Services, where he spends part of his time on insurance product sales and services. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities, operating primarily through non-discretionary financial plans and utilizing third-party portfolio managers for day-to-day investment management.

Sarah Tidwell is a financial advisor with Gateway Financial & Estate Planning, Inc. She holds a Series 65 credential and has been active in the financial services industry since 2019. Her prior experience includes roles at Legacy Services, LLC, LEGACY FINANCIAL Advisors, Inc., and INTERWEST INVESTMENT ADVISORS, INC., as well as involvement with Advocates for Inclusion. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities, often working with third-party portfolio managers for investment management. The firm focuses on delivering non-discretionary financial plans addressing cash flow, retirement, tax strategies, risk management, and estate preservation.

Carson Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, Utah, holding a Series 65 designation with three years of industry experience. He has prior experience with Gateway Insurance Services, Inc. and Federal Benefits Advisory Group, LLC, where he is involved in insurance product sales and benefits counseling. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small business entities. The firm typically works with co-advisors and third-party managers for portfolio management while maintaining model selection authority and delivering non-discretionary financial plans.

Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. His prior work includes positions at Eide Bailley LLP and various firms in financial services. He also operates a sole proprietorship focused on insurance sales and service. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities. The firm collaborates with third-party portfolio managers, offering non-discretionary financial plans and maintaining model selection authority while delegating portfolio management.