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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
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Michael N

Series 63, Series 65

Erie, PA

Gladstone Wealth Partners

Michael Nedreski is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and offering over 31 years of industry experience. He has worked with Gladstone Wealth Partners since 2015 and has over 30 years of experience with Nedreski Wealth Management. 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 independent adviser representatives who select strategies and monitor accounts, and also utilizes 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
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