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Michael R
CFP®, CFA®, Series 65, Series 63
Glastonbury, CT
Gateway Wealth Partners, LLC
Michael Rickett is a financial advisor with Gateway Wealth Partners, LLC, holding the CFP® and CFA® designations and three years of industry experience. His prior roles include positions at Four Town Financial LLC and Hillsdale Investment Management Inc. He is based in Glastonbury, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement consulting. The firm invests client assets in low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.
David P
Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
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 F
Series 63, Series 66
Easton, MD
Gateway Wealth Partners, LLC
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 P
ChFC®, Series 66
Farmington, CT
Gateway Wealth Partners, LLC
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 L
CFP®, Series 63
Glastonbury, CT
Gateway Wealth Partners, LLC
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 M
Series 63, Series 65
Midland, TX
Gateway Wealth Partners, LLC
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 M
Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
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 H
Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
Todd Holden is a financial advisor at Gateway Wealth Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Woodbury Financial and LPL Financial. Outside of advisory work, he owns a snow removal business 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 allocating assets among low-cost mutual funds and ETFs while incorporating individual securities and independent managers.
Daniel L
Series 63, Series 65
Newburyport, MA
Gateway Wealth Partners, LLC
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 L
CFP®, Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
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 W
CFA®, Series 66, Series 63
Glastonbury, CT
Gateway Wealth Partners, LLC
Joseph Weiss is a CFA® charterholder and holds Series 66 and Series 63 licenses with two years of industry experience. He is currently affiliated with Gateway Wealth Partners, LLC and has prior experience at LPL Financial, Equitable Advisors, Eagle Strategies, and New York Life, among others. Outside of financial services, he has been involved with Instacart and operated his own corporation. 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 with individual securities and independent managers using fundamental and technical analysis.
Darren C
Series 63, Series 66
Rancho Mirage, CA
Gateway Wealth Partners, LLC
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 H
Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
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 M
CFP®, CFA®, Series 65, Series 66, Series 63
Appleton, WI
Gateway Wealth Partners, LLC
Christopher Mccaman is a CFP® and CFA® charterholder with 23 years of industry experience. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial and Raymond James Financial Services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds, ETFs, individual securities, and independent managers using fundamental and technical analysis.
William E
CFA®
Marlborough, CT
Gateway Wealth Partners, LLC
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 L
Series 63, Series 65
Appleton, WI
Gateway Wealth Partners, LLC
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.
David W
Series 63, Series 65
Glastonbury, CT
Gateway Wealth Partners, LLC
David Wood is a financial advisor at Gateway Wealth Partners, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and National Planning Corporation. Outside of his advisory work, he owns Bluefish Advisor Marketing LLC, an advertising and marketing service. 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.
Kurtis H
Series 66
Batavia, IL
Gateway Wealth Partners, LLC
Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Advisors' Pride 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.
Jacob S
Series 65, Series 63
Appleton, WI
Gateway Wealth Partners, LLC
Jacob Sensiba is a financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. He has previously worked at Securities America Advisors and CRG Financial Services, Inc. Sensiba is also an author for Quest CE. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets across diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.
Erik B
Series 66
Appleton, WI
Gateway Wealth Partners, LLC
Erik Brenn is a Series 66 credentialed financial advisor with 10 years of industry experience. He currently works at Gateway Wealth Partners, LLC and has previously been associated with LPL Financial and Sii Investments, Inc. Brenn also serves as Chief Financial Officer of The McClone Agency, Inc., an insurance agency. 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 low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.
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