Gladstone Wealth Partners

Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

William Williamson III is a financial advisor with Gladstone Wealth Partners based in Bedminster, NJ. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Gladstone in 2018, he worked at LPL Financial, Santander Securities, and Sovereign Bank. Williamson is also involved in non-variable insurance as an agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at Gladstone since 2017, following eight years at Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches including individual securities, mutual funds, alternative investments, and tax-managed strategies.

Timothy Kelly is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 license and 25 years of industry experience. He has worked at firms including LPL Financial, Silverleaf Advisor Group, Wells Fargo Clearing, and Wells Fargo Advisors. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Advisors and LPL Financial. Vanderloo also provides investment advisory services through independent firms he founded. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers, offering discretionary portfolio management, financial planning, and retirement plan consulting with a range of investment approaches tailored at the representative level.

David Diekmann is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Cambridge Investment Research Advisors and LPL Financial. He provides investment advisory services through independent registered investment advisor firms affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management and financial planning with investment approaches tailored by representatives, supported by platform-level due diligence and integration of retirement-plan services.

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience, currently with Gladstone Wealth Partners since 2025. He previously worked for Financial Planning Associates, LLC from 2012 to 2025. Outside of his advisory role, Taddeo is involved in insurance sales and has managed property-related administrative duties as a partner in a rental property business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning with investment approaches including individual equities, mutual funds, alternative investments, and tax-managed strategies, supported by platform-level due diligence and integrated retirement-plan services.

Renee Welch is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Gladstone in 2022, she worked at Silverleaf Advisor Group and LPL Financial. Welch is involved in investment advisory services through multiple entities, including her role at Gladstone Institutional Advisory. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach implemented at the representative level and supported by platform-level due diligence by its Investment Committee.

Edgardo Martinez is a financial advisor with Gladstone Wealth Partners, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Gladstone and LPL Financial in 2025. Outside of his advisory role, Martinez is a business owner of Strictly Prestige Global Transport LLC, a non-investment-related company. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that combines individual securities, mutual funds, alternative investments, and tax-managed strategies, supported by due diligence from its Investment Committee.

Travis Bert is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Outside of his advisory role, he is involved with White Oak Wealth Partners, which operates as a hybrid registered investment adviser affiliated with his LPL business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Francis Ciocari III is a financial advisor at Gladstone Wealth Partners with 28 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with IRON EDGE VC LLC, a non-investment related business. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level.

Salvatore Gambino is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, with prior experience at HSBC Bank USA and HSBC from 2006 to 2017. Gambino also provides investment advisory services through independent firms including Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing diverse investment strategies tailored at the representative level.

Calla Cornett is a CFP® professional with eight years of industry experience, currently with Gladstone Wealth Partners. She has previously worked at Capital City Wealth Management, HighTower Advisors LLC, WealthTrust Fairport, LLC, and Spero-Smith Investment Advisers, Inc. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing investment approaches that include equities, mutual funds, alternative investments, and tax-managed strategies.

La Tonya Bousquet is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones, LPL Financial, and Silverleaf Advisor Group. She also manages investment advisory services through an independent firm affiliated with Gladstone. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting through a network of nearly 100 advisors. The firm’s investment approach includes a range of strategies from individual securities to tax-managed portfolios and integrates retirement-plan services with institutional manager relationships.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.