Our Team

Gladstone Institutional Advisory, LLC Firm Principal

Robert P. Hudson

Robert P. Hudson III

Managing Director I Principal

Gladstone Wealth Group

Jamie Baraldi

Jamie Baraldi

Private Wealth Advisor at Gladstone Wealth Group

Kristopher Bonocore

Kristopher Bonocore

Managing Director | Private Wealth Advisor

Keith Brothers

Keith Brothers

Managing Director | Private Wealth Advisor

Daniel P. Cavise

Daniel P. Cavise

Private Wealth Advisor at Gladstone Wealth Group

David Close

David L. Close, CRPC®

Independent Wealth Coach at Freedom Investment Management Group

Thomas Courtright

Thomas Courtright MBA, APMA® AWMA®, CRPC®

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

Bryan Dein

Bryan Dein

Senior Vice President | Private Wealth Advisor

Josh Diamond

Josh Diamond

Vice President at The Choice Group Wealth Management

Jomar Fernandez

Jomar Fernandez

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

Gregory Fischer

Gregory Fischer

Senior Investment Consultant with Gladstone Institutional Advisory, LLC

Richard Frick

Richard Frick

Managing Director

Salvatore Gambino

Salvatore Gambino

Private Wealth Advisor at Gladstone Wealth Group

Pat Giannella

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

Daniel Gikher

Daniel Gikher

Financial Advisor at Private Wealth Group

Brian Hoffman

Brian S. Hoffman, CRPC®

Private Wealth Advisor at Gladstone Wealth Group

Ira Katz

Ira Katz

Financial Advisor at The Choice Group Wealth Management

Michael Kaup

Michael Kaup

Financial Planner at Jockey Hollow Financial Services

Phil Marchetti

Phil Marchetti

Managing Director | Head of Advisor Experience

Robert Maring

Robert D. Maring

Independent Wealth Coach at Freedom Investment Management Group

Jim McGeehin

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

Daniel McNicholas

Daniel McNicholas

Senior Vice President I Financial Advisor at The Choice Group Wealth Management

Paul Morse, CFP®

Private Wealth Advisor at Gladstone Wealth Group

Michael Nedreski

Michael J. Nedreski, CRPC®

Independent Wealth Coach at White Oak Wealth Partners

Michael Palace

Michael Palace

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

John Palmieri

John A. Palmieri, ChFC®

Financial Planner at Palmieri Financial Group

Darin Pilacinski

Darin Pilacinski, CMFC

Financial Consultant at True Vision Advisors

Joseph  Riccelli

Joseph Riccelli

Senior Vice President | Private Wealth Advisor at Gladstone Wealth Group

Stephen Roth

Stephen Roth, CFP®

CFP® Professional at Limestone Financial Group

Michael Silverstein

Michael Silverstein

Senior Vice President | Private Wealth Advisor at Private Wealth Group

Michael J. Struckman

Michael J. Struckman

Managing Director | Head of National Sales

Bryce Wilinski

Bryce Wilinski

Senior Financial Advisor at The Choice Group Wealth Management

Bill Williamson

Private Wealth Advisor at Gladstone Wealth Group

Gary Winschel

Gary J. Winschel, CFP®

Independent Wealth Coach at Freedom Investment Management Group

Andrew Yuska

Andrew Yuska

Portfolio Analyst at Baraldi Wealth Management Group

Gladstone Advisors Leadership Team

Robert P. Hudson

Robert P. Hudson III

Managing Director I Principal

Keith Brothers

Keith Brothers

Managing Director | Private Wealth Advisor

Phil Marchetti

Phil Marchetti

Managing Director | Head of Advisor Experience

Richard Frick

Richard Frick

Managing Director

Kristopher Bonocore

Kristopher Bonocore

Managing Director | Private Wealth Advisor

Jennifer Tamburo

Jennifer Tamburo, CRPC®

Vice President | Chief of Staff

Michael J. Struckman

Michael J. Struckman

Managing Director | Head of National Sales

Gladstone Advisors

Philip Arnheiter

Philip Arnheiter

Senior Vice President | Private Wealth Advisor at Gladstone Advisors

Tom Becker

Tom Becker

Financial Consultant at Tradewinds Financial Services

Matthew  Beninati

Matthew Beninati

Senior Vice President | Private Wealth Advisor at Gladstone Advisors

Christopher Davis

Christopher (Cubby) Davis

Financial Consultant at Infinite Wealth Solutions

Thomas C. Dexter Jr.

Thomas C. Dexter Jr.

Managing Partner | Senior Wealth Advisor at Commonwealth Strategic Advisory, LLC

Ian Dietz

Ian Dietz

LPL Financial Advisor at Gladstone Advisors

Bruce Ficken

Bruce Ficken

Vice President I Private Wealth Advisor

Cary Hall

Cary L Hall, Jr.

Private Wealth Advisor at CLH Wealth Management

John Heintjes

Private Wealth Advisor

Ron Hunter

Ronald C. Hunter, CFP®

Private Wealth Advisor at Gladstone Advisors

Ron Jaeger

Ronald Jaeger, CRC®, AIF®

Private Wealth Advisor at Jaeger Wealth Management

Breandan Kelly

Breandan Kelly

Managing Director of Investment Services at Fort Myers Wealth Management Group

Robert Litwin

Private Wealth Advisor at Gladstone Advisors

Josh Maly

Josh Maly

President of Wisent Wealth Management

Stephen Pollock

Stephen Pollock

Private Wealth Advisor at Gladstone Advisors

Jane Rocks, CFP®

Private Wealth Advisor at Gladstone Advisors

Craig Russ, APMA

Craig Russ, APMA

Senior Vice President | Private Wealth Advisor at Gladstone Advisors

Michael Schneider

Michael Schneider

Private Wealth Advisor at Gladstone Advisors

Operations/Admin

James Ahern

James Ahern

Client Relationship Manager at The Choice Group Wealth Management

Lois Aiello

Lois Aiello

Senior Client Service Associate at Gladstone Advisors

Tyler Berntsen

Tyler Berntsen

Managing Director of Insurance at Gladstone Insurance Group

Catherine Byrd

Catherine Byrd

Director of Operations at Fort Myers Wealth Management Group

Michael K. Carberry

Michael K. Carberry

Managing Director | National Sales

Regina Engel

Regina Engel

Client Service Associate at Freedom Investment Management Group

Kim Famula

Kim Famula

Relationship Manager at Gladstone Wealth Group

Lauren Fenske

Lauren Fenske

Relationship Manager at Gladstone Wealth Group

Tiffany Grinder

Tiffany Grinder

Director of Client Services at White Oak Wealth Partners

Kerri Guiomar

Kerri Guiomar

Client Service Associate at Jaeger Wealth Management

Abby LaFata

Abby LaFata

Client Service Coordinator at Freedom Investment Management Group

David Lokai

David Lokai, CRPC®

Director of Business Development

Sabrina Mangual

Sabrina Mangual

Relationship Manager at Private Wealth Group

Paula Marchetti

Administrative Assistant at Gladstone Wealth Group

Audrey Maring

Audrey Maring

Client Relations Associate at Freedom Investment Management Group

Roberto Martinez

Operations Manager at Limestone Financial Group

Amy Nedreski

Amy Nedreski

Vice President I Director of Business Development at White Oak Wealth Partners

Suzanne Nicol

Suzanne Nicol

Client Service Associate at True Vision Advisors

Andrea Ordas

Office Manager at Private Wealth Group

Jill Quiles

Jill Quiles

Senior Client Service Associate

Roseann Rand

Roseann Rand

Executive Assistant at The Choice Group Wealth Management

Gerard Touhey

Gerard Touhey

Managing Director | National Sales

Paul Tullo

Paul Tullo

Director of Operations at Gladstone Wealth Group

Franklin Whitehouse

Franklin (Whit) Whitehouse

Managing Director | National Sales

Supervision/Compliance

Robert Slomin

Robert Slomin

Chief Compliance Officer

Steven Friedman

Steven Friedman

Director of Compliance I Head of OSJ Supervision

Bill Meltzer

Bill Meltzer

Supervisory Principal