Erie, PA 100 State Street Suite 420 Office

David Close is a financial advisor at Gladstone Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Wealth Partners and LPL Financial since 2015. 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 a range of services including discretionary portfolio management and retirement plan consulting, employing varied investment approaches that advisors tailor at the representative level.

Robert Maring is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone and LPL Financial since 2015. 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, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Margo Dowd is a financial advisor at Gladstone Wealth Partners with 4 years of industry experience. She holds a Series 66 designation and previously worked at PNC Private Bank and various hospitality and restaurant companies. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party manager solutions through a network of nearly 100 investment adviser representatives. The firm integrates retirement-plan services and institutional manager relationships into its multi-team platform.

Gregory Fischer is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Gladstone Wealth Partners in 2017, he worked at PNC Bank N.A. for 36 years. 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 a range of investment approaches at the representative level, including discretionary portfolio management, financial planning, and retirement plan consulting, supported by platform-level due diligence from its Investment Committee.

Matthew Simon is a CFP® with seven years of industry experience, currently serving at Gladstone Wealth Partners. He has previously worked at LPL Financial, Bayfront Wealth Management, Cetera, and held roles at Zurn Industries and in fitness coaching. Outside of advising, he is involved as an insurance agent selling life, health, and annuities. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through nearly 100 advisors. The firm offers discretionary portfolio management and financial planning, implementing investment strategies at the representative level and integrating retirement-plan services and institutional manager relationships.

Gary Winschel is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Gladstone Wealth Partners in Erie, PA, where he has worked since 2016. Winschel serves as a board member for the Sisters of St. Joseph of Northwestern PA and holds an elected official position with the Millcreek Township School District. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment advisor representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Regina Engel is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 credential and seven years of industry experience. Her prior work includes positions at LPL Financial and PNC Wealth Management. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment management and financial planning services, with investment approaches implemented at the representative level and supported by platform-level due diligence.