Advisors at this firm
Charles F
Series 63, Series 65, Series 66
Westbrook, CT
Gateway Wealth Partners, LLC
Charles Fetters is a financial advisor at Gateway Wealth Partners, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of finance, he is the owner of Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners 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, and manages approximately $1.25 billion in assets as of the end of 2024.
Richard C
Series 63, Series 65
Glastonbury, CT
Gateway Wealth Partners, LLC
Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Gateway Wealth Partners 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 and Independent Managers when appropriate.
Jean Paul A
Series 63, Series 66
Appleton, WI
Gateway Wealth Partners, LLC
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 G
Series 63, Series 65
Glastonbury, CT
Gateway Wealth Partners, LLC
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 J
Series 63, Series 65
Cromwell, CT
Gateway Wealth Partners, LLC
Troy Jordan is a financial advisor at Gateway Wealth Partners, LLC with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cantella & Co Inc and Cambridge Investment Research. Jordan is also involved with Mercury Wealth Management and has experience selling fixed annuities and life insurance. 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’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.
Jairo L
Series 63, Series 66
Cape Coral, FL
Gateway Wealth Partners, LLC
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 H
Series 65
North Andover, MA
Gateway Wealth Partners, LLC
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 T
Series 63, Series 66
Glastonbury, CT
Gateway Wealth Partners, LLC
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.
Tyler B
Series 63, Series 65
Estes Park, CO
Gateway Wealth Partners, LLC
Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Finlit Wealth LLC, and LPL Financial. Outside of his advisory work, he serves as a volunteer firefighter in Allenspark, CO. 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 focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen in a non-discretionary capacity.
Katherine D
Series 63, Series 65
North Hampton, NH
Gateway Wealth Partners, LLC
Katherine Dyer is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, GWN Securities, Inc., and A1 Freedom Financial. 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 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 regulatory assets.
Joshua J
Series 63, Series 66
Gilbert, AZ
Gateway Wealth Partners, LLC
Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Allstate Financial Service. 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 primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.
Timothy H
CFP®, ChFC®, Series 63, Series 65
Glendale, AZ
Gateway Wealth Partners, LLC
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 T
Series 66
Wichita, KS
Gateway Wealth Partners, LLC
Garren Taylor is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2012 and also works with Gateway Wealth Partners, LLC since 2026. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Tucker S
Series 66
Scottsdale, AZ
Gateway Wealth Partners, LLC
Tucker Sahnow is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Edward Jones and The Boeing Company. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a variety of investment strategies through an in-house research team and a large network of investment adviser representatives.
Cory W
Series 63, Series 65
Montgomery, AL
Gateway Wealth Partners, LLC
Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers 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, managing approximately $1.25 billion in assets as of December 2024.