James Perry is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Invista Advisors for 10 years and LPL Financial for 12 years. 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 client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Neil Manning is a CFP® and Series 66 licensed financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. 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, complemented by individual securities and Independent Managers.

Jacob Morenus is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Gateway Wealth Partners in 2026, he worked at Equitable Advisors, LLC for four years and was involved with North Star Real Estate & Property Management and the Big Cats Lacrosse Club. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach, using low-cost mutual funds and ETFs combined with individual securities and independent managers, and offers both discretionary and non-discretionary portfolio management.

Timothy Sielschott is a financial advisor with Gateway Wealth Partners, LLC in Lima, Ohio, holding a Series 63 designation and 22 years of industry experience. He has been with Gateway and affiliated with LPL Financial since 2012 and previously operated under the DBA Sielschott Financial Services. He serves as a board member for the LCC Education Endowment, a local nonprofit organization. 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 client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using both fundamental and technical analysis.

David Romero is a financial advisor with Gateway Wealth Partners, LLC in Prescott, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Advisors, among other firms. He provides investment advisory services through multiple registered investment advisor firms, including Gateway Wealth Partners and Householder Group Estate & Retirement Specialists. 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, supplemented by individual securities or Independent Managers when appropriate.

Amy Nelson is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. She has 10 years of industry experience with prior roles at firms including Edward Jones, Private Client Services, and LPL Financial. Nelson provides investment advisory services through Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management, typically allocating client assets among low-cost, diversified mutual funds and ETFs supplemented by individual securities and independent managers.

Stuart Steinberg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has a long tenure with LPL Financial starting in 2009 and operates Erock Tax & Financial Planning, LLC, providing tax preparation, planning, and advocacy services. Steinberg also holds licenses as a life and disability insurance representative. 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, managing approximately $1.25 billion in assets as of December 2024, primarily on a non-discretionary basis.

Scott Wauters is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, Advisors Pride Inc., and BMO Harris Financial Advisors. He provides investment advisory services through multiple independent firms, including Gateway Wealth Partners and Advisors Pride. 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 primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

Jill Batley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include positions at Advisors' Pride and Paul R. Hoffman & Company, as well as an affiliation with LPL Financial. Gateway Wealth Partners provides 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, managing approximately $1.25 billion in assets as of year-end 2024.

Ryan Knapp is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Advisors' Pride, Inc. and LPL Financial, llc. Knapp provides administrative services through Advisors' Pride, Inc., an independent investment advisor firm. 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 client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

Bon Keomany is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., Midland States Bank, and Midland Wealth Management. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets as of the end of 2024.

William Goldsmith is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at OSAIC and SagePoint Financial. Outside of advising, he is involved in personal development media through his own platform, Focused Vision, where he produces content and interviews on health, wellness, and entrepreneurship, and he serves as a board member of Congregation Agudath Achim. Gateway Wealth Partners 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, and manages approximately $1.25 billion in assets.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Gateway Wealth Partners in 2025, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and retirement plan consulting. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, managing approximately $2.28 billion in regulatory assets.

Charles Minahan is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and National Planning Corporation. 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, supplemented by individual securities or Independent Managers when appropriate.

Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. 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 focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Melanie Milam is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. In addition to her advisory role, she is a Certified Public Accountant and owns a tax preparation and accounting practice. 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 with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Brandon Slowiak is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gateway Wealth Partners and LPL Financial since 2022. His prior experience includes roles at Wausau Tax and Accounting, Linetec, and Parker Hannifin. 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, alongside individual securities and Independent Managers when appropriate.

Paul Smallwood is a financial advisor with Gateway Wealth Partners, LLC, holding CFP® and PFS™ designations and six years of industry experience. He has worked at Gateway Wealth Partners and LPL Financial since 2023 and previously spent four years at Fsc Securities Corp. In addition to his advisory role, he is a shareholder at Smallwood & Company, CPA, PLLC, where he provides tax compliance, planning, and accounting services. Gateway Wealth Partners is a registered investment adviser serving 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 and Independent Managers, managing approximately $1.25 billion in assets.

Jeffery Masters is a financial advisor at Gateway Wealth Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Independent Advisor Alliance, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved with Farmhouse Press, LLC, a land ownership business in Sumterville, Florida. 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 using diversified mutual funds and ETFs supplemented by individual securities and independent managers, employing both fundamental and technical analysis.

Michael Kitzman is a financial advisor with Gateway Wealth Partners, LLC in Appleton, WI, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Advisor's Pride, and SII Investments, Inc. He has been involved in providing administrative support for independent investment advisory firms, including Advisors' Pride and Gateway Wealth Partners. 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’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.