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Bruce A

Series 63, Series 65

North Haven, CT

Gateway Wealth Partners, LLC

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Irene V

Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Irene Vilonalabonne is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and bringing 39 years of industry experience. Her career includes roles at Gateway Financial Partners, ADVISORS' PRIDE Inc., and LPL Financial. Outside of advisory services, she has been involved in tax preparation and accounting through her business, Financial Advisors, Inc., since 1983. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k)
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Mcfaddin M

CFP®, ChFC®, Series 63, Series 66

Cape Coral, FL

Gateway Wealth Partners, LLC

McFaddin Moise Jr. is a CFP® and ChFC® with 42 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has held prior roles at LPL Financial, Calton & Associates, Inc., and Principal Life Insurance Company. In addition to his advisory work, he is a licensed tax preparer providing tax preparation and business consulting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation through low-cost mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Brent K

CFP®, ChFC®, Series 63, Series 65

North Hampton, NH

Gateway Wealth Partners, LLC

Brent Kimball is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including LPL Financial and GWN Securities Inc. He serves as a board member of Alex's Team Foundation, a nonprofit organization. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

Retirement plans for business owners (SEP, solo 401k)
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Justin D

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Justin Dumke is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at several firms, including Advisors' Pride Inc., Granite Financial Group, LPL Financial, Financial Resources Services, and SII Investments. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Jayne D

Series 63

Appleton, WI

Gateway Wealth Partners, LLC

Jayne Deutmeyer is a financial advisor at Gateway Wealth Partners, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial and Global Retirement Partners. In addition to her advisory role, she operates J Henry Consulting, LLC, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Retirement plans for business owners (SEP, solo 401k)
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Nicholas P

Series 63, Series 66

Glastonbury, CT

Gateway Wealth Partners, LLC

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k)
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Siamak D

Series 63, Series 65

Glastonbury, CT

Gateway Wealth Partners, LLC

Siamak Dowlatshahi is a financial advisor at Gateway Wealth Partners, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and National Planning Corporation. Outside of advisory work, he is also involved in providing fixed insurance products such as life, group health, and long-term care insurance. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $1.25 billion in assets.

Retirement plans for business owners (SEP, solo 401k)
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Scott B

CFP®, Series 63

Grass Valley, CA

Gateway Wealth Partners, LLC

Scott Beesley is a CFP® with 23 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial, Robert Baird & Co., and J.P. Morgan Securities. He has also been involved with Training Zone for nine years. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing a mix of low-cost mutual funds, ETFs, individual securities, and independent managers through both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
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Christopher H

Series 63, Series 65

Montgomery, AL

Gateway Wealth Partners, LLC

Christopher Hagen is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Independent Advisor Alliance, McDonald Financial Services, and LPL Financial. He serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Howard P

CFP®, Series 63, Series 65

Owings Mills, MD

Gateway Wealth Partners, LLC

Howard Pinson is a CFP® professional with 36 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial LLC and National Planning Corporation. He has operated Pinson Wealth Management since 2005. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Lance H

Series 63, Series 65

Brandon, MS

Gateway Wealth Partners, LLC

Lance Henley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Gateway in 2025, he spent nine years at Householder Group Estate & Retirement Specialists and has been affiliated with LPL Financial LLC dba Gateway Financial Partners since 2009. He is also an agent representing fixed insurance companies. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds and ETFs while incorporating individual securities and independent managers using both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
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Todd K

Series 63, Series 65

Appleton, WI

Gateway Wealth Partners, LLC

Todd Kuen is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Financial Group, and SII Investments, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Salvatore M

Series 66

Glastonbury, CT

Gateway Wealth Partners, LLC

Salvatore Motta is a financial advisor at Gateway Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and National Planning Corporation. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Sarah M

Series 66

Batavia, IL

Gateway Wealth Partners, LLC

Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k)
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Justin Z

Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Justin Zoromski is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Advisors' Pride Inc., LPL Financial, Great Valley Advisor Group, and WOITA & Associates. Outside of advising, he founded Spark Marketing, a home-based marketing company. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing over $1.25 billion in assets as of the end of 2024.

Retirement plans for business owners (SEP, solo 401k)
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Michael T

CFP®, Series 63, Series 66

Naples, FL

Gateway Wealth Partners, LLC

Michael Tcheyan is a CFP® professional with 21 years of industry experience, currently serving at Gateway Wealth Partners, LLC. He previously worked at Investment Strategy Advisors, Inc. for 20 years and has been involved with CM Tcheyan LLC since 2012. Outside of financial advising, he is the founder of Boom Contemporary, an organization that supports artists by selecting members, managing finances, and promoting their work. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers as appropriate.

Retirement plans for business owners (SEP, solo 401k)
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Irene L

CFP®, Series 63, Series 66

Bellevue, WA

Gateway Wealth Partners, LLC

Irene Lee Sluys is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Her previous roles include positions at LPL Financial and Securities America Advisors. Outside of her advisory work, she is involved in real estate development through ownership of Portal 8 LLC and operates Studio B, a non-investment-related business. Gateway Wealth Partners is a registered investment adviser that serves individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm utilizes a diversified investment approach, allocating assets among low-cost mutual funds, ETFs, individual securities, and independent managers.

Retirement plans for business owners (SEP, solo 401k)
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Julie G

CFP®, Series 66

Beulah, ND

Gateway Wealth Partners, LLC

Julie Graney is a CFP® professional with 20 years of industry experience. She is currently with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Investment Centers of America, Inc., and Union State Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, with an investment approach that includes diversified low-cost funds, individual securities, and independent managers, applying both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
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Vincent B

Series 66

Menominee, MI

Gateway Wealth Partners, LLC

Vincent Baron is a financial advisor at Gateway Wealth Partners, LLC with a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of his advisory role, he is active as a guitarist and band manager. Gateway Wealth Partners serves individuals, corporations, and retirement plans by offering financial planning, consulting, and wealth management services. The firm employs a diversified investment approach utilizing low-cost mutual funds and ETFs, complemented by individual securities and independent managers.

Retirement plans for business owners (SEP, solo 401k)
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