We are proud to announce that of the 50 financial advisors who qualified for the 2026 Osaic Optimum Trip, nine represent Gateway Services Group. To qualify, advisors must rank in the top 50 performers across all Osaic Institutions nationwide, and it’s testament to the caliber of advisors we work with and the culture we’ve built at GSG that nine of those 50 come from our organization.
The Elite Nine
Top 10 Ranked:
- Stephanie Gudka, CFP® – Bellco Credit Union
- Wayne Bellinger Jr., CHFC, CLU – Bellco Credit Union
- Charles D. Lutz, IV – Lutz Legacy Wealth Management
Top 50 Qualifiers:
- Tom Green – Bellco Credit Union
- Billy Cassidy – Bellco Credit Union
- Mike Mullen, CFP® – Bellco Credit Union
- Dan Cass – Bellco Credit Union
- Rahil Machiwalla – 1st United Credit Union
- Brian Karl, CFP® – Financial Resources Federal Credit Union
Among our qualifiers is Charles D. Lutz, IV, who completed his conversion to the Osaic platform in 2025. Ranking in the top 10 in his first full year demonstrates the strength of his client relationships and the seamless transition we facilitated.
Each of these advisors has dedicated themselves to providing exceptional service to their clients while consistently delivering outstanding results. The fact that GSG placed so many advisors in this elite group reflects not just individual achievement, but a shared commitment to excellence that defines our organization.
A Culture Built on Partnership
What sets GSG apart is how we treat our team. We believe in building lasting relationships with our partners, supporting their growth, and celebrating their achievements as if they were our own family.
Over the decades, our approach has consistently resulted in a higher percentage of our advisors ranking in the top 10% of their peers.
More Than Recognition
The Optimum Trip to Sweetgrass Inn was an opportunity to celebrate these advisors alongside their significant others, to acknowledge their professional success as well as the support systems that make those achievements possible. Our team brought their spouses, creating moments that go beyond business and reflect the genuine relationships we’ve built.
For Scott Jentz (CEO, GSG) and Cynthia Pollard (President, Wealth Management Division, GSG), moments like these remind us why we do what we do. Whether it’s at Bellco Credit Union, 1st United Credit Union, or Financial Resources Federal Credit Union, our advisors are out there every day making a difference in their clients’ financial lives.
Looking Ahead
We congratulate each of our Optimum Trip qualifiers on this remarkable achievement. Your dedication to your clients and your commitment to excellence inspire us all.
To our partners at Bellco Credit Union, 1st United Credit Union, and Financial Resources Federal Credit Union: thank you for the opportunity to work alongside such exceptional advisors. Together, we’re raising the bar for wealth management in the credit union space.