Firm News

GLASTONBURY, Conn. — September 15, 2026 — Gateway Financial Partners (“Gateway”), a hybrid registered investment advisor and one of the largest Offices of Supervisory Jurisdiction (OSJ) affiliated with LPL Financial, today announced that 28 financial advisors and team members formerly affiliated with Sierra Ridge Advisor Group have chosen to affiliate with Gateway and remain on

Appleton, WI. Gateway Financial Partners is proud to announce the affiliation of Gary Frank as an independent financial advisor. Based in Appleton, Wisconsin, Frank serves as Branch Manager, Financial Advisor, and Investment Advisor Representative, leading an independent practice that works with individuals and families in the Appleton area. Frank brings more than 37 years of

GLASTONBURY, Conn. — August 25, 2026 — Gateway Financial Partners (“Gateway”), a rapidly growing hybrid registered investment advisory (RIA) firm, today announced the appointment of Mike Dearing, financial advisor and second-generation owner of Elmbrook Associates, LLC, to its Partner Advisory Council. The Partner Advisory Council is a selective group of hand-chosen Gateway advisors who provide

GLASTONBURY, CT – Gateway Financial Partners is pleased to welcome Eric VanOstrand, an Insurance Advisor who helps individuals and families make sense of their options for retirement income, long-term care, and life insurance. VanOstrand brings a client-first, education-driven approach to one of the most consequential stages of financial planning: protecting what people have built and

GLASTONBURY, CT – Gateway Financial Partners is pleased to welcome Eric VanOstrand, an Insurance Advisor who helps individuals and families make sense of their options for retirement income, long-term care, and life insurance. VanOstrand brings a client-first, education-driven approach to one of the most consequential stages of financial planning: protecting what people have built and

Menominee, MI — Gateway Financial Partners is pleased to welcome Vince Baron, an independent financial advisor serving individuals and families across Michigan’s Upper Peninsula and beyond. Baron offers straightforward, planning-first guidance designed to help clients bring clarity, structure, and intention to their financial lives. Baron’s path into financial services is anything but conventional. He began

Mt. Pleasant, SC – Gateway Financial Partners is proud to welcome Hope Sullivan, CFP®, as its newest independent financial advisor. Based in Mt. Pleasant, South Carolina, Sullivan leads a planning-focused practice built on clear communication and a commitment to helping clients understand the decisions that shape their financial lives. Sullivan brings an uncommon perspective to

Homer, NY — Gateway Financial Partners announces that Jacob Morenus has joined the firm as an independent financial advisor, serving individuals and families in Homer, New York and surrounding communities. Morenus brings experience working with clients across a wide range of financial stages, from those beginning their careers to those preparing for or living in

Middleborough, MA — William J. Goldsmith has joined Gateway Financial Partners’ Newburyport office as Head of Advanced Planning and Risk Management, working alongside Stu Steinberg, CFP®, CPA, MBA. Goldsmith brings extensive experience analyzing more than one hundred companies as a credit analyst, along with firsthand insight gained from working within a family business. Based in Middleborough, Massachusetts,

FORT LAUDERDALE, FL – Gateway Financial Partners announces that Jeffery Masters, Financial Advisor, has joined the firm, bringing more than three decades of experience serving individuals, families, and business owners. Based in Fort Lauderdale, Florida, Jeffery is known for his thoughtful, values-driven approach to financial planning, grounded in responsibility, long-term perspective, and meaningful client relationships.  Jeffery’s