Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Justin G

Series 66

Omaha, NE

Gladstone Wealth Partners

Justin Gibson is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms including Silverleaf Advisor Group and LPL Financial. Outside of his advisory role, he is president and owner of Roxie LLC, a business he has been involved with since 2013. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting for a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers and offers discretionary portfolio management, access to third-party managers, and roles in ERISA-qualified plans.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

William W

Series 63, Series 66

Bedminster, NJ

Gladstone Wealth Partners

William Williamson III is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities and Sovereign Bank. Outside of his advisory role, he is involved in non-variable insurance activities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent adviser representatives and offers discretionary portfolio management, third-party manager access, and ERISA-related plan services.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 a Series 66 designation and has previously worked at Merrill from 2009 to 2017. Wilinski provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a variety of strategies and resources, including third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Timothy K

Series 66

Omaha, NE

Gladstone Wealth Partners

Timothy Kelly is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LPL Financial, Silverleaf Advisor Group, and Wells Fargo Advisors. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management, access to third-party managers, and financial planning services.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 designation and bringing 26 years of industry experience. He has worked at firms including Wells Fargo Advisors, Wells Fargo Clearing, and LPL Financial. Vanderloo founded and operates Silverleaf Advisor Group, an independent investment advisory firm. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors, offering discretionary portfolio management, access to third-party managers, and ERISA-related consulting services.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 has held roles at Cambridge Investment Research Advisors and LPL Financial before joining Gladstone Wealth Group in 2021. Diekmann maintains active advisory responsibilities through multiple independent registered investment advisor entities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management with access to third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Antonio T

CFP®, Series 63

Palm Beach Gardens, FL

Gladstone Wealth Partners

Antonio Taddeo is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2025. He previously worked for Financial Planning Associates, LLC from 2012 to 2025. Outside of his advisory role, Taddeo is involved in insurance sales. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors who tailor strategies and manage portfolios using both in-house and third-party resources.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Renee W

Series 63, Series 66

Omaha, NE

Gladstone Wealth Partners

Renee Welch is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Silverleaf Advisor Group and LPL Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and technology to serve clients.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Edgardo M

Series 63, Series 65, Series 66

Purchase, NY

Gladstone Wealth Partners

Edgardo Martinez is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He previously worked at Oppenheimer for 11 years and has held registrations including Series 63, 65, and 66. Outside of his advisory role, he is the business owner of Strictly Prestige Global Transport LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who select strategies and resources tailored to clients, offering discretionary portfolio management and access to third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Travis B

Series 66

Erie, PA

Gladstone Wealth Partners

Travis Bert is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 designation and six years of industry experience. He has worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Outside of his advisory roles, he is involved with White Oak Wealth Partners, a hybrid registered investment adviser affiliated with his LPL business activities. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Francis C

Series 66

Blue Bell, PA

Gladstone Wealth Partners

Francis Ciocari III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and LPL Financial. Outside his advisory duties, he is involved with IRON EDGE VC LLC, an activity unrelated to investment advisory. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through a network of independent investment adviser representatives and utilizes third-party managers, model portfolios, and retirement-account technology to support its advisory services.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Salvatore G

Series 63, Series 65

Chester, NJ

Gladstone Wealth Partners

Salvatore Gambino is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and LPL Financial. Gambino provides investment advisory services through independent firms affiliated with his practice. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize discretionary portfolio management and third-party resources tailored to client needs.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 firms including Edward Jones and LPL Financial. Bousquet also manages an independent investment advisory business through Gladstone Institutional Advisory. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who select and monitor strategies tailored to each client and offers access to third-party managers and retirement-account technology.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 firms including LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Prior to her advisory career, she was employed at Azzip Pizza and the University of Illinois at Urbana Champaign. Gladstone Wealth Partners serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting. The firm operates through a network of independent advisers who tailor strategies using discretionary management, third-party managers, and model portfolios, and also provides ERISA-related services for qualified plans.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Robert D

Series 63, Series 65

Schaumburg, IL

Gladstone Wealth Partners

Robert Davit is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and technology solutions to service client needs, including qualified plan advisory roles under ERISA.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Andrew C

Series 63, Series 65

Blue Bell, PA

Gladstone Wealth Partners

Andrew Campbell is a financial advisor with Gladstone Wealth Partners in Blue Bell, PA, holding Series 63 and Series 65 licenses. He has 17 years of industry experience with prior roles at LPL Financial, Bank of America, Merrill, Citizens Securities Inc., Cuso Financial Services, and Private Advisor Group. Outside of his advisory work, he teaches at Montgomery County Community College. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and utilize third-party managers and model portfolios, offering services that include discretionary portfolio management and ERISA plan roles.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

David C

Series 63, Series 65

Erie, PA

Gladstone Wealth Partners

David Close is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Outside of his advisory work, he has a family farm held through a separate business entity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who select strategies and resources for clients and may use third-party sub-advisers or model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Logan C

Series 65, Series 63

Mount Laurel, NJ

Gladstone Wealth Partners

Logan Cruet is a financial advisor at Gladstone Wealth Partners with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial and Florida Financial Advisors. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisors who tailor strategies for each client and utilize third-party managers and technology for comprehensive account management.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

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 licenses and bringing 37 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management and access to third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Michael K

Series 63

Morristown, NJ

Gladstone Wealth Partners

Michael Kaup is a financial advisor with Gladstone Wealth Partners in Morristown, NJ, holding a Series 63 designation and 25 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial, LLC since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, offering discretionary portfolio management and access to third-party managers and model portfolios.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")