John Scala is a financial advisor with Gladstone Wealth Partners in Melville, NY, 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 at Merrill from 2009 to 2017. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through independent investment adviser representatives who customize strategies and monitor accounts regularly, offering access to third-party managers, model portfolios, and retirement-account technology.

Gary Winschel is a CFP® professional with 37 years of experience in the financial services industry. He has been with Gladstone Wealth Partners since 2016 and concurrently associated with LPL Financial during the same period. Winschel serves on the board of the Sisters of St. Joseph of Northwestern PA and is an elected official in the Millcreek Township School District. 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 independent adviser representatives who tailor investment strategies and offer ongoing consulting, utilizing third-party managers and technology solutions for retirement accounts.

Regina Engel is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds a Series 66 designation and previously worked at PNC Wealth Management. 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, offering discretionary portfolio management, access to third-party managers, and services related to qualified retirement plans.

Nicholas Ferguson is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Ferguson is also involved with Everest Wealth Partners in an investment-related role. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management, access to third-party managers, and ongoing financial planning and consulting services.

Lisa Rossi is a CFP® professional with 33 years of industry experience, currently serving at Gladstone Wealth Partners since 2021. Her prior experience includes roles at Stratos Wealth Partners and LPL Financial. Rossi also manages a consulting business, Kipps Consulting LLC. Gladstone Wealth Partners offers 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 tailor strategies and utilize third-party managers and model portfolios.

Garrett Beggin is a financial advisor at Gladstone Wealth Partners in Columbus, OH, holding a Series 66 credential with one year of industry experience. Prior to joining Gladstone, he worked at LPL Financial and Samuel Koon and Associates. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting for individual and high-net-worth investors, corporations, 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 retirement-account technology.

Keith Boyd is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Boyd provides investment advisory services through multiple affiliated entities associated with independent advisory firms. 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 tailor strategies to clients and utilize third-party managers and technology to manage portfolios and retirement accounts.

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 worked at firms including LPL Financial, Private Advisor Group, and Advantage Investment Management. Outside of his advisory roles, he owns Paul's Tax & Planning Services LLC, where he serves as a CPA, bookkeeper, and tax preparer. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, 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 across discretionary portfolios and qualified plans.

Anthony Cirieco is a Series 66-credentialed advisor at Gladstone Wealth Partners with 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and spent a year with The Windmill Group. Cirieco serves as a councilman on the Somers Town Board, where he participates in policy decisions related to public health, safety, and budgeting. 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 independent advisers who tailor strategies for clients and utilizes third-party managers and technology to deliver comprehensive portfolio and plan management services.

Jennifer Hoffman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and PNC Investments. Hoffman provides investment advisory services through an independent firm, Gladstone Institutional Advisory LLC. 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 and utilizes a combination of discretionary portfolio management, third-party managers, and retirement-account technology.

David Hannay is a CFP® professional with 16 years of industry experience. He has served at Gladstone Wealth Partners since 2017 and previously worked at Henry & Hannay Wealth Management for seven years. Hannay also operates Hannay Financial Services, LLC, providing tax return preparation services for individuals, partnerships, and S Corps. 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 and provides discretionary portfolio management, access to third-party managers, and ongoing consulting services.

Ann Slechta is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 19 years of industry experience. Her previous roles include positions at LPL Financial, Slate Wealth Management, Principal Securities, Heartland Financial Resource Group, and Principal Life Insurance. Outside of her advisory work, she is involved with Ann & David Slechta Farms. Gladstone Wealth Partners serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers and model portfolios, and ongoing financial planning through a network of independent advisers.

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. He previously worked with Cambridge Investment Research Advisors and LPL Financial and has been involved with McKee Financial Resources, Inc. for over 30 years. 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 through a network of independent advisers utilizing discretionary portfolio management and third-party resources.

Abraham Glaser is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and Silverleaf Advisor Group. His professional activities include providing investment advisory services through multiple independent registered investment advisor entities. 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 delivers discretionary portfolio management through a network of independent advisers and utilizes third-party managers, model portfolios, and retirement-account technology to serve a range of client needs.

Joseph Napolitano is a financial advisor at Gladstone Wealth Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Marshall & Sterling Wealth Advisors, and National Securities Corp. He also provides investment advisory services through Gladstone Wealth Group, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives who tailor strategies and monitor accounts, utilizing third-party managers and technology to serve clients’ needs.

Curtis Krueger is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Silverleaf Advisor Group, LLC and LPL Financial, LLC, among others. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers utilizing discretionary portfolio management and access to third-party managers and model portfolios.

David Schuttig is a CFP® and ChFC® credentialed advisor with 32 years of industry experience. He is currently with Gladstone Wealth Partners in Montrose, CO, having joined in 2024, and previously worked at LPL Financial, Mutual Securities, and AXA Advisors. Schuttig provides investment advisory services through independent advisor firms affiliated with Gladstone Wealth Partners. 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 representatives who utilize a range of investment strategies, including third-party managers and model portfolios, and also provides ERISA consulting services for qualified plans.

Steven Brettler is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley and its Private Bank from 2009 to 2020 before joining Gladstone Wealth Partners and LPL Financial in 2020. Brettler also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, 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 model portfolios, and provide ongoing financial planning and consulting.