Gladstone Wealth Partners

Justin Gibson is a financial advisor at Gladstone Wealth Partners with over 21 years of industry experience. He holds a Series 66 designation and has previously worked at Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, a business he has been involved with since 2010. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a network of independent investment adviser representatives who tailor strategies using equities, fixed income, ETFs, alternative assets, and third-party managers, with a particular focus on pension consulting and ERISA retirement plan fiduciary services.

William Williamson III is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, previously working at LPL Financial, Santander Securities, and Sovereign Bank. Gladstone Wealth Partners offers asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm delivers tailored investment strategies through a network of independent advisers and provides specialized pension consulting and ERISA retirement plan fiduciary services.

Bryce Wilinski is a financial advisor with Gladstone Wealth Partners in Melville, NY, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Merrill from 2009 to 2017 before joining Gladstone and LPL Financial in 2017. Wilinski also operates an independent investment advisory business through Gladstone Institutional Advisory. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers customized strategies through a network of independent advisers, utilizing a range of investments and specialized retirement plan fiduciary services.

Timothy Kelly is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Silverleaf Advisor Group, and Wells Fargo Advisors. Outside of advisory work, he is also involved in non-variable insurance sales related to life, health, disability, and long-term care. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent advisers who utilize equities, fixed income, ETFs, alternative assets, and third-party managers.

Timothy Vanderloo is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. He also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment adviser. Gladstone Wealth Partners offers asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a network of independent advisers and employs a variety of investment strategies, including equities, fixed income, ETFs, alternative assets, and third-party managers.

David Diekmann is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Gladstone Wealth Group in 2021, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2009 to 2021. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies through a network of independent advisers and has a noted role in pension consulting and ERISA retirement plan fiduciary services.

Renee Welch is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked with Silverleaf Advisor Group, LLC and LPL Financial. Her other business activities include involvement in tax preparation and accounting services through Silverleaf Tax & Accounting, Inc. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm delivers services through a network of independent advisers, employing a range of investment strategies and offering specialized retirement plan fiduciary services.

Edgardo Martinez is a financial advisor at Gladstone Wealth Partners with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Oppenheimer for 11 years. Outside of his investment advisory work, he owns a transportation business, Strictly Prestige Global Transport LLC. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm delivers tailored investment strategies through an independent adviser network and offers specialized pension consulting and ERISA plan fiduciary services.

Travis Bert is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and BNY Mellon. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of independent adviser representatives and employs a range of investment strategies including equities, fixed income, ETFs, and alternative assets.

Francis Ciocari III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. Ciocari is also involved with IRON EDGE VC LLC, a non-investment business venture. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a network of independent advisers who customize investment strategies using a range of asset classes and offers specialized pension consulting and ERISA retirement plan fiduciary services.

Salvatore Gambino is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gladstone Wealth Partners since 2017. Prior to this, he held roles at LPL Financial and HSBC entities. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-team approach, offering tailored investment strategies across equities, fixed income, ETFs, alternative assets, and third-party managers, with a focus on pension consulting and ERISA retirement plan fiduciary services.

La Tonya Bousquet is a financial advisor with Gladstone Wealth Partners who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She previously worked at Edward Jones for over two decades before joining Silverleaf Advisor Group and LPL Financial. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers tailored investment strategies through a network of independent advisers, utilizing equities, fixed income, ETFs, alternative assets, and third-party managers.

Allison Tregoning is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding a Series 66 designation and eight years of industry experience. She has worked at firms including LPL Financial, Cetera Financial Specialists, and Wells Fargo Clearing Services. Prior to her financial services career, she was employed at Azzip Pizza and the University of Illinois at Urbana Champaign. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers tailored investment strategies across multiple asset classes and maintains a formal role in pension consulting and ERISA retirement plan fiduciary services.

Robert Davit is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2021 and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment solutions including discretionary management and access to model portfolios, with a focus on pension consulting and ERISA retirement plan fiduciary services.

Andrew Campbell is a financial advisor at Gladstone Wealth Partners with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at LPL Financial, Bank of America, Merrill, Citizens Securities, Cuso Financial Services, and Private Advisor Group. In addition to his advisory work, Campbell teaches at Montgomery County Community College. Gladstone Wealth Partners provides asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and emphasizes pension consulting and ERISA retirement plan fiduciary services.