Gateway Wealth Partners, LLC

Charles Fetters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has previously worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Inc., Conscious Capital Wealth Management, LLC, and J.W. Cole Financial, Inc. Outside of advisory work, he owns Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and consulting services. The firm allocates client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Hope Sullivan is a CFP® with five years of industry experience, currently serving as a financial advisor at Gateway Wealth Partners, LLC. Before joining Gateway, she held roles with LPL Financial, LPL Enterprise, Pruco Securities, Prudential Insurance, and New York Life. Outside of financial advising, she coaches CrossFit athletes through Foundation Fit, LLC. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a blend of low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, offering both discretionary and non-discretionary portfolio management.

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and VOYA Financial Advisors. Clough is also involved in insurance sales related to fixed annuities and various life insurance products. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, wealth management, and retirement plan consulting. The firm manages client assets with a focus on low-cost, diversified mutual funds and ETFs supplemented by individual stocks, bonds, and independent managers, utilizing both fundamental and technical analysis.

Jean Paul Aime is a financial advisor with Gateway Wealth Partners, LLC in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at MML Investors Services and MassMutual for 15 years, as well as experience with LPL Financial and Advisors' Pride Inc. He is involved in multiple independent advisory activities, including providing services through Advisor's Pride Inc. and Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. 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 using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. 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 using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and has previously worked at LPL Financial, Finlit Wealth LLC, and Voya Financial Advisors, Inc. Outside of his advisory role, he serves as a volunteer firefighter in Allenspark, Colorado. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing low-cost, diversified mutual funds and ETFs combined with individual securities and independent managers, applying both fundamental and technical analysis.

Katherine Dyer is a financial advisor at Gateway Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, GWN Securities, Inc., and A1 Freedom Financial. She provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, consulting, wealth management, and retirement plan consulting. The firm allocates client assets among low-cost, diversified mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis.

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities from 2016 to 2024. Jones also operates Triple Jay Financial P.L.C., a business entity 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, and wealth management services, using diversified mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis.

Timothy Hammond is a financial advisor with Wealthcare Advisory Partners LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at USAA Financial Advisors Inc and LPL Financial, and he currently provides investment advisory services through Gateway Wealth Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm offers wealth management, investment management, and financial planning services using a goals-based planning approach supported by proprietary technology and an evidence-based investment framework.

Garren Taylor is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using fundamental and technical analysis.