James Stanek is a financial advisor with Gladstone Wealth Partners in Omaha, NE. He holds a Series 66 designation and has 18 years of industry experience, including roles at LPL Financial and Silverleaf Advisor Group. Stanek also operates J&K Management LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors, offering discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches tailored at the representative level.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. 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, with investment approaches tailored at the representative level and supported by platform-level due diligence.

John Scala is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously spent eight years at Merrill. Gladstone Wealth Partners serves individuals—including high-net-worth clients—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 investment approaches customized at the representative level and supported by platform-level due diligence.

Gary Winschel is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Gladstone Wealth Partners in Erie, PA, where he has worked since 2016. Winschel serves as a board member for the Sisters of St. Joseph of Northwestern PA and holds an elected official position with the Millcreek Township School District. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisor representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Regina Engel is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 credential and seven years of industry experience. Her prior work includes positions at LPL Financial and PNC Wealth Management. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment management and financial planning services, with investment approaches implemented at the representative level and supported by platform-level due diligence.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related capacity. 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 strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

Lisa Rossi is a CFP® professional with 33 years of experience in financial advising. She has been with Gladstone Wealth Partners since 2021 and previously worked at Stratos Wealth Partners and LPL Financial. Outside of her advisory work, she is associated with Kipps Consulting LLC, a business entity for tax and investment purposes. 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 notable integration of retirement-plan services and institutional manager relationships.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners with one year of industry experience and holds the Series 66 designation. He previously worked at LPL Financial and Samuel Koon and Associates. Beggin has experience working in club management roles and spent six years attending Ohio State University. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and retirement consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Keith Boyd is a financial advisor with Gladstone Wealth Partners in Flemington, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Gladstone Wealth Partners since 2020, with prior experience at Wells Fargo Clearing from 2016 to 2020. 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 and a range of financial planning and retirement consulting services, implementing investment strategies tailored by individual representatives and supported by platform-level due diligence.

James Paul III 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 Private Advisor Group, LLC, LPL Financial, and Advantage Investment Management, LLC. In addition to his advisory role, he owns Paul's Tax & Planning Services LLC, where he provides CPA, bookkeeping, and tax preparation services. 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 with investment approaches that include individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

Anthony Cirieco is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has 16 years of industry experience and has previously worked at Morgan Stanley Private Bank and The Windmill Group. Outside of his advisory role, Cirieco serves as a councilman on the Somers Town Board, participating in local government decision-making on public health, safety, land use, and budgets. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman also provides investment advisory services through an independent firm, 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 and financial planning, employing a variety of investment approaches that include individual securities, mutual funds, alternatives, and tax-managed strategies.

David Hannay is a CFP® professional with 16 years of industry experience. He has been with Gladstone Wealth Partners since 2017, following seven years at Henry & Hannay Wealth Management. Outside of advisory services, he operates Hannay Financial Services, LLC, providing tax return preparation for individuals, partnerships, and S corporations. 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 emphasis on retirement-plan service delivery and institutional manager relationships.

Ann Slechta is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at LPL Financial, Slate Wealth Management, Principal Securities, Heartland Financial Resource Group, and Principal Life Insurance Company. Outside of advisory work, she is involved in managing a farm business with her family. 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, utilizing a range of investment approaches tailored at the advisor level, supported by platform-level due diligence and integration of retirement-plan services and institutional manager relationships.

C. Brian McKee is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior firms include Cambridge Investment Research Advisors and LPL Financial, and he has operated McKee Financial Resources, Inc. since 1996. McKee provides investment advisory services through multiple affiliated entities. 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 programs, implementing diverse strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Abraham Glaser is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, RBC Capital Markets, and Silverleaf Advisor Group. Glaser has involvement with multiple investment advisory businesses, including Silverleaf Advisor Group and Gladstone Institutional Advisory. 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 third-party manager solutions.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. Napolitano is also involved with Gladstone Institutional Advisory, providing investment advisory services through an independent advisory firm. 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 strategies, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Curtis Krueger is a financial advisor at Gladstone Wealth Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Silverleaf Advisor Group and LPL Financial. Krueger also manages an independent investment advisory business through 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, and retirement plan consulting, with investment approaches that include individual equities and bonds, mutual funds, alternative investments, and tax-managed strategies.

David Schuttig is a financial advisor with Gladstone Wealth Partners, holding the CFP® and ChFC® designations and over 32 years of industry experience. He has worked previously with LPL Financial, Mutual Securities, Mutual Advisors, and AXA Advisors. Schuttig also provides investment advisory services through independent advisory firms affiliated with Gladstone Wealth Partners. 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 with investment approaches tailored at the representative level, supported by platform-level due diligence and integrated retirement-plan services.

Steven Brettler is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank before joining Gladstone and LPL Financial in 2020. 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.