Stuart Steinberg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. He has a long tenure with LPL Financial starting in 2009 and operates Erock Tax & Financial Planning, LLC, providing tax preparation, planning, and advocacy services. Steinberg also holds licenses as a life and disability insurance representative. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, managing approximately $1.25 billion in assets as of December 2024, primarily on a non-discretionary basis.

Evan Drury is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Kestra Advisory, Kestra Investment Services, US Financial Services, and NFP Advisor Services. Gateway Wealth Partners is a registered investment adviser serving individuals—including high net worth clients—corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm’s investment approach uses strategic asset allocation focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.