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Justin G
Series 66
Omaha, NE
Gladstone Wealth Partners
Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
William W
Series 63, Series 66
Bedminster, NJ
Gladstone Wealth Partners
William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.
Bryce W
Series 66
Melville, NY
Gladstone Wealth Partners
Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.
Timothy K
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has previously worked at firms including LPL Financial LLC, Silverleaf Advisor Group, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and RBC Capital Markets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs. The firm’s investment approach combines individual securities, mutual funds, ETFs, alternative investments, and tax-managed strategies, supported by due diligence from an internal Investment Committee.
Timothy V
Series 66
Omaha, NE
Gladstone Wealth Partners
Timothy Vanderloo is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 credential and 26 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, LPL Financial, and Silverleaf Advisor Group. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach that includes equities, bonds, mutual funds, ETFs, alternative investments, model portfolios, direct indexing, and tax-managed strategies.
David D
Series 63, Series 65
Evansville, IN
Gladstone Wealth Partners
David Diekmann is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research Advisors and LPL Financial. He provides investment advisory services through independent registered investment advisor firms affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management and financial planning with investment approaches tailored by representatives, supported by platform-level due diligence and integration of retirement-plan services.
Antonio T
CFP®, Series 63
Palm Beach Gardens, FL
Gladstone Wealth Partners
Antonio Taddeo is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2025. Prior to this, he spent 13 years with Financial Planning Associates, LLC, and one year at Lenox Advisors, Inc. Outside of his advisory role, he engages in insurance sales on a part-time basis. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment solutions and financial planning services, with investment approaches tailored at the representative level and supported by platform-level due diligence and retirement-plan consulting capabilities.
Renee W
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
Renee Welch is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Gladstone in 2022, she worked at Silverleaf Advisor Group and LPL Financial. Welch is involved in investment advisory services through multiple entities, including her role at Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach implemented at the representative level and supported by platform-level due diligence by its Investment Committee.
Edgardo M
Series 63, Series 65, Series 66
Purchase, NY
Gladstone Wealth Partners
Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.
Travis B
Series 66
Erie, PA
Gladstone Wealth Partners
Travis Bert is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Outside of his advisory role, he is involved with White Oak Wealth Partners, which operates as a hybrid registered investment adviser affiliated with his LPL business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.
Francis C
Series 66
Blue Bell, PA
Gladstone Wealth Partners
Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.
Salvatore G
Series 63, Series 65
Chester, NJ
Gladstone Wealth Partners
Salvatore Gambino is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, with prior experience at HSBC Bank USA and HSBC from 2006 to 2017. Gambino also provides investment advisory services through independent firms including Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing diverse investment strategies tailored at the representative level.
Calla C
CFP®
Omaha, NE
Gladstone Wealth Partners
Calla Cornett is a CFP® professional with eight years of industry experience, currently with Gladstone Wealth Partners. She has previously worked at Capital City Wealth Management, HighTower Advisors LLC, WealthTrust Fairport, LLC, and Spero-Smith Investment Advisers, Inc. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing investment approaches that include equities, mutual funds, alternative investments, and tax-managed strategies.
La Tonya B
Series 63, Series 66
Omaha, NE
Gladstone Wealth Partners
La Tonya Bousquet is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Silverleaf Advisor Group. She also manages investment advisory services through an independent firm affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisors. The firm’s investment approach includes a range of strategies from individual securities to tax-managed portfolios and integrates retirement-plan services with institutional manager relationships.
Allison T
Series 66
Schaumburg, IL
Gladstone Wealth Partners
Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.
Robert D
Series 63, Series 65
Schaumburg, IL
Gladstone Wealth Partners
Robert Davit is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone and LPL Financial since 2021. He holds the Series 63 and Series 65 designations. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with a focus on integrating retirement-plan services and institutional manager relationships.
Andrew C
Series 63, Series 65
Blue Bell, PA
Gladstone Wealth Partners
Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial, Bank of America, Merrill, and Wells Fargo. He also teaches at Montgomery County Community College. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment approaches and integrates retirement-plan services with institutional manager relationships.
David C
Series 63, Series 65
Erie, PA
Gladstone Wealth Partners
David Close is a financial advisor at Gladstone Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, employing varied investment approaches that advisors tailor at the representative level.
Logan C
Series 63, Series 65
Mount Laurel, NJ
Gladstone Wealth Partners
Logan Cruet is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Florida Financial Advisors. His background also includes roles outside finance at Dick's Sporting Goods and teaching positions at Rensselaer Polytechnic Institute and Gateway Regional High School. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, offering a range of investment approaches including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.
John K
Series 63, Series 65
Marco Island, FL
Gladstone Wealth Partners
John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Gladstone in 2021, he worked at UBS Financial Services from 2007 to 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level.
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