Jacob Milam is a financial advisor with Gateway Wealth Partners, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at LPL Financial, NetSuite, Oracle Corporation, and Vector Marketing. He is also involved with Winter Magnolia L.L.C., a business entity used for tax and investment purposes. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically using diversified mutual funds and ETFs alongside individual securities and independent managers.

Melanie Milam is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. In addition to her advisory role, she is a Certified Public Accountant and owns a tax preparation and accounting practice. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Joel Milam is an investment advisor representative with Gateway Wealth Partners, LLC and a registered representative with LPL Financial. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Milam has worked at Gateway Wealth Partners since 2023 and was previously with Gateway Financial Partners and LPL Financial. Outside of financial advising, he is a commissioned Texas notary public. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets primarily among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and manages both discretionary and non-discretionary portfolios.