Melville, NY Maxess Rd. Office

Bryce Wilinski is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill from 2009 to 2017. Wilinski provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a variety of strategies and resources, including third-party managers and model portfolios.

Ira Katz is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017 and previously at Merrill from 2009 to 2017. 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 investment adviser representatives who utilize various strategies and resources, including sub-advisers and third-party platforms, to manage client accounts.

Daniel Mcnicholas is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 14 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and previously at Bank of America and Merrill Lynch from 2011 to 2017. Outside of his advisory role, he has also been employed in non-investment related positions, including hospitality and other part-time work. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who employ discretionary portfolio management and may use third-party managers and model portfolios.

John Scala is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Gladstone Wealth Partners since 2017 and previously at Merrill from 2009 to 2017. 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, pension plans, and charitable organizations. The firm operates through independent investment adviser representatives who customize strategies and monitor accounts regularly, offering access to third-party managers, model portfolios, and retirement-account technology.