Erie, PA 100 State Street Suite 420 Office

David Close is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. Outside of his advisory work, he has a family farm held through a separate business entity. Gladstone Wealth Partners offers 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 a network of independent advisers who select strategies and resources for clients and may use third-party sub-advisers or model portfolios.

Robert Maring is a financial advisor at Gladstone Wealth Partners in Erie, PA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Gladstone Wealth Partners and LPL Financial since 2015. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who implement customized investment strategies and offer access to third-party managers and ongoing financial consulting.

Margo Dowd is a financial advisor at Gladstone Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial LLC and PNC Private Bank. Her background includes roles in hospitality and restaurant management prior to her career in financial services. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who tailor strategies and offer access to third-party managers and technology solutions for retirement accounts.

Gregory Fischer is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 65 registrations and previously worked at PNC Bank N.A. for 36 years. Fischer is based in Erie, PA. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a network of independent advisers who utilize a range of strategies and third-party resources to manage accounts and deliver ongoing financial planning and consulting services.

Matthew Simon is a financial advisor with Gladstone Wealth Partners in Erie, PA. He holds the CFP® designation and has seven years of industry experience, including roles at LPL Financial, Bayfront Wealth Management, and Cetera. Outside of advisory work, he has a background in fitness entrepreneurship, having been involved with 212 Degrees of Fitness/CrossFit FBO. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and employ third-party resources for ongoing portfolio monitoring and plan management.

Gary Winschel is a CFP® professional with 37 years of experience in the financial services industry. He has been with Gladstone Wealth Partners since 2016 and concurrently associated with LPL Financial during the same period. Winschel serves on the board of the Sisters of St. Joseph of Northwestern PA and is an elected official in the Millcreek Township School District. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm operates through independent adviser representatives who tailor investment strategies and offer ongoing consulting, utilizing third-party managers and technology solutions for retirement accounts.

Regina Engel is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds a Series 66 designation and previously worked at PNC Wealth Management. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management, access to third-party managers, and services related to qualified retirement plans.