Advisors

Gladstone supports a growing network of advisors with customized services. Advisors have the option of representing themselves under our brand or as their own practice. We empower them to do what works best for their business, so they can bring their best to work for you.

Advisor Partners

John Gallagher

John Gallagher

Keith Boyd

Keith Boyd

Private Wealth Advisor | Gladstone Wealth Partners
Ken Reilly

Ken Reilly

Mark Levin

Mark Levin

Rajat Rajan

Rajat Rajan

Salvatore Picciallo

Salvatore Picciallo

Lisa Rossi

Lisa Rossi

Jamie Baraldi

Jamie Baraldi

CEO | Peak Wealth Partners
Brian S. Hoffman

Brian S. Hoffman

Private Wealth Advisor | Gladstone Wealth Group
Breandan Kelly

Breandan Kelly

Founder, CEO | Fort Myers Wealth Management Group
Darin Pilacinski

Darin Pilacinski

President | True Vision Financial Advisors
Bill Williamson

Bill Williamson

Private Wealth Advisor | Gladstone Wealth Group

Our Financial Professionals

Altin Tirana

Altin Tirana

Managing Director | Private Wealth Advisor | Gladstone Wealth Group
Anthony Caruso

Anthony Caruso

Private Wealth Advisor | LPL Financial
Beaux Treguboff

Beaux Treguboff

Bernie Ventura

Bernie Ventura

Private Wealth Advisor | Gladstone Advisors
Berton Brown

Berton Brown

Bruce Kelm

Bruce Kelm

Managing Partner, Wealth Advisor | Arrow Point Wealth Management
Bryan Dein

Bryan Dein

Senior Vice President and Private Wealth Advisor | Peak Wealth Partners
Bryce Wilinski

Bryce Wilinski

Managing Director, Financial Advisor | The Choice Group
Carol Horowitz

Carol Horowitz

Cary L Hall, Jr.

Cary L Hall, Jr.

Founder, CEO | CLH Wealth Management
Craig Andres

Craig Andres

Sand Dollar Financial
Craig Russ

Craig Russ

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Daniel McNicholas

Daniel McNicholas

Vice President, Financial Advisor | The Choice Group
Daniel P. Cavise

Daniel P. Cavise

Private Wealth Advisor | Gladstone Wealth Group
David Ferrell

David Ferrell

David L. Close

David L. Close

Managing Director, Independent Wealth Coach, Co-Founder | Freedom Investment Management Group
Duncan Kelm

Duncan Kelm

Managing Partner, Wealth Advisor | Arrow Point Wealth Management
Frank Martin

Frank Martin

Gary J. Winschel

Gary J. Winschel

Independent Wealth Coach | Freedom Investment Management Group
Gavriel Kandkhorov

Gavriel Kandkhorov

Wealth Manager | LPL Financial
Gregg Gottlieb

Gregg Gottlieb

Gregory Fischer

Gregory Fischer

Gladstone Institutional Advisory
Ira Katz

Ira Katz

Managing Director and Senior Financial Advisor | The Choice Group
Jack Dougherty

Jack Dougherty

James Mack

James Mack

Private Wealth Advisor | Gladstone Advisors
James Michalski

James Michalski

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Jane Rocks

Jane Rocks

Private Wealth Advisor | Gladstone Wealth Group
Jim McGeehin

Jim McGeehin

Senior Vice President, Private Wealth Advisor | Gladstone Wealth Group
Joe DiNicola

Joe DiNicola

Private Wealth Advisor | Freedom Investment Management Group
John A. Palmieri

John A. Palmieri

ChFC, Independent Wealth Coach | Palmieri Financial Group
John Heintjes

John Heintjes

Private Wealth Advisor
John Scala

John Scala

Managing Director, Financial Advisor | The Choice Group
Jomar Fernandez

Jomar Fernandez

Senior Vice President and Private Wealth Advisor | Gladstone Wealth Group
Joseph Baylouny

Joseph Baylouny

Joseph Mastroianni

Joseph Mastroianni

Joseph Riccelli

Joseph Riccelli

Senior Vice President, Private Wealth Advisor | Gladstone Wealth Group
Josh Diamond

Josh Diamond

Vice President | The Choice Group
Joshua Bliss

Joshua Bliss

Ken Chan

Ken Chan

Senior Vice President and Private Wealth Advisor | Gladstone Advisors
Liz Vargas

Liz Vargas

Marc Edwards

Marc Edwards

Private Wealth Advisor | Gladstone Advisors
Mario Rivero

Mario Rivero

Matthew Beninati

Matthew Beninati

Senior Vice President and Private Wealth Advisor | Gladstone Advisors
Michael J. Nedreski

Michael J. Nedreski

President | White Oak Wealth Partners
Michael Kaup

Michael Kaup

Founder | Jockey Hollow Financial Services, LLC
Michael Palace

Michael Palace

Senior Vice President, Private Wealth Advisor | Gladstone Wealth Group
Michael Schneider

Michael Schneider

Private Wealth Advisor
Nate Pribyl

Nate Pribyl

Nate Russell

Nate Russell

Owen Pardo

Owen Pardo

Pat Giannella

Pat Giannella

Senior Vice President and Private Wealth Advisor | Gladstone Wealth Group
Patrick Thorogood

Patrick Thorogood

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Paulette Treguboff

Paulette Treguboff

Philip Arnheiter

Philip Arnheiter

Senior Vice President | Private Wealth Advisor | Gladstone Advisors
Ray Gutowski

Ray Gutowski

President and Private Wealth Advisor | Pinnacle Wealth Management
Rob Hannay

Rob Hannay

Henry and Hannay Wealth Management LLC
Rob Shannon

Rob Shannon

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Robert D. Maring

Robert D. Maring

Managing Director, Independent Wealth Coach | Freedom Investment Management Group
Robert Litwin

Robert Litwin

Private Wealth Advisor | Sand Dollar Financial
Ronald C. Hunter

Ronald C. Hunter

Private Wealth Advisor | Gladstone Advisors
Saji Philip

Saji Philip

Vice President, Private Wealth Advisor | Gladstone Advisors
Salvatore Gambino

Salvatore Gambino

Private Wealth Advisor | Gladstone Wealth Group
Stephen Berger

Stephen Berger

CPA | Gladstone Wealth Group
Stephen Pollock

Stephen Pollock

Private Wealth Advisor | Gladstone Wealth Group
Stephen Roth

Stephen Roth

Founder | Limestone Financial Group
Steve Brettler, MBA

Steve Brettler, MBA

Managing Director | Private Wealth Advisor | Gladstone Wealth Group
Thomas Becker

Thomas Becker

Financial Consultant | Tradewinds Financial Services
Thomas C. Dexter Jr.

Thomas C. Dexter Jr.

Managing Partner, CEO, Wealth Advisor | Commonwealth Strategic Advisory, LLC
Thomas Courtright

Thomas Courtright

Senior Vice President, Private Wealth Advisor | Gladstone Wealth Group
Tom Becker

Tom Becker

Financial Consultant at Tradewinds Financial Services