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.

Michael Rickett is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He is currently with Gateway Wealth Partners, LLC and has worked previously at Four Town Financial LLC and Hillsdale Investment Management Inc. Rickett is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, with a focus on diversified portfolios using mutual funds, ETFs, individual securities, and independent managers.

David Pentek is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and SII Investments, Inc. He is also involved as an insurance agent offering Medicare Advantage plans through multiple agencies. 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 primarily using low-cost, diversified mutual funds and ETFs, complemented by individual securities and Independent Managers when appropriate.

Gregory Frankos is a financial advisor with LPL Financial based in Easton, MD, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior work includes roles at Gateway Wealth Partners, Investacorp Advisory Services, and Pioneer Financial Services. He is also involved with Gateway Wealth Partners, an independent registered investment advisor, where he provides advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a wide range of service delivery options, combining advisory and brokerage capabilities on a large scale.

Lyle Pennell is a financial advisor at Gateway Wealth Partners, LLC with over 23 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Gateway Wealth Partners in 2024, he worked at Private Advisor Group, LLC and LPL Financial. 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.

Adam Login is a CFP® with 18 years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Prudential Annuities Distributors and PRUCO Securities, LLC. Outside of his advisory work, he serves as a baseball umpire in Middlesex County. 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.

Joel Milam is an investment advisor representative with Gateway Wealth Partners, LLC and a registered representative with LPL Financial. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Milam has worked at Gateway Wealth Partners since 2023 and was previously with Gateway Financial Partners and LPL Financial. Outside of financial advising, he is a commissioned Texas notary public. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets primarily among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and manages both discretionary and non-discretionary portfolios.

Jeffrey Miles is a financial advisor with LPL Financial in Menasha, WI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Gateway Financial Partners, Advisors' Pride Inc., SII Investments, and McClone Agency. Outside of his advisory work, he is involved in managing several real estate development and rental entities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Todd Holden is a financial advisor at Gateway Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including LPL Financial, SII Investments, Woodbury Financial, and Shaw Holden Financial. Outside of advising, he owns a snow removal and a retail fireworks business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers.

Daniel Labroad is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Putnam Investments. Labroad provides investment advisory services through Gateway Wealth Partners, an independent registered investment adviser. Gateway Wealth Partners offers 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, supported by fundamental and technical analysis, and manages approximately $1.25 billion in regulatory assets under management.

Steven Lautenschlager is a CFP® professional with 26 years of industry experience, currently serving at Gateway Wealth Partners, LLC. His prior roles include positions at LPL Financial, Securities America, and Dercks, Engels & Lautenschlager. He is also licensed as a non-variable insurance agent. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement consulting, typically allocating assets among diversified mutual funds, ETFs, and individual securities using fundamental and technical analysis.

Joseph Weiss is a financial advisor at Gateway Wealth Partners, LLC with a CFA® designation and 2 years of industry experience. His prior roles include positions at LPL Financial, Equitable Advisors, and New York Life, among others. Outside of finance, he has worked with Instacart and has experience in risk and regulatory consulting. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, utilizing a mix of low-cost mutual funds, ETFs, individual securities, and independent managers through both fundamental and technical analysis.

Darren Crow is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including LPL Financial, Bank of America, Merrill, and Waddell & Reed. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm employs a mix of low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Michael Hall is a financial advisor at Gateway Wealth Partners, LLC in Appleton, WI, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, Gradient Securities, and he has operated Hall Financial Group since 2009. 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 utilizes a strategic asset allocation approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Christopher Mccaman is a CFP® and CFA® with 23 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has prior experience at firms including LPL Financial, Raymond James Financial Services, Del Mar Wealth Management, and J.P. Morgan Securities. 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 while also utilizing individual securities and independent managers.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Bart Landsverk is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at LPL Financial, Advisors' Pride, Inc., and The Huntington Investment Company. Outside of his advisory work, he has been involved with the Whitetail Institute since 1997. 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 that includes low-cost mutual funds and ETFs, individual securities, and independent managers, managing approximately $2.28 billion in assets as of December 31, 2025.

Derek Mazzarella is a CFP® with 16 years of industry experience, currently serving as an advisor at Gateway Wealth Partners, LLC. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is active as an author and seminar speaker. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm focuses on financial planning, wealth management, and retirement plan consulting, using a diversified approach that includes mutual funds, ETFs, individual securities, and independent managers.