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

Adam Vega

Adam Vega

President, Partner, CFP® | Avance Private Wealth Management
Beth Woodward

Beth Woodward

Senior Director | Platinum Wealth Management Buckhead
Bill Williamson

Bill Williamson

Private Wealth Advisor | Gladstone Wealth Group
Breandan Kelly

Breandan Kelly

Founder, CEO | Fort Myers Wealth Management Group
Brian S. Hoffman

Brian S. Hoffman

CRPC®, Private Wealth Advisor | Gladstone Wealth Group
Darin Cook

Darin Cook

Founder, Wealth Manager
Darin Pilacinski

Darin Pilacinski

CMFC, President | True Vision Financial Advisors
Gena A. Barbato

Gena A. Barbato

Managing Director | Platinum Wealth Management of Buckhead
Ian P. Ratner

Ian P. Ratner

Managing Director, Private Wealth Advisor
Jamie Baraldi

Jamie Baraldi

CEO | Peak Wealth Partners
John E. Klaas, Jr.

John E. Klaas, Jr.

CEO & Founder | Puzzle Wealth Solutions
John Gallagher

John Gallagher

Managing Partner | Maverick Partners Wealth Management
Joseph Mastroianni

Joseph Mastroianni

CRPC, Sr. Portfolio Manager | LPL Financial
Keith Boyd

Keith Boyd

CFP®, Private Wealth Advisor | Gladstone Wealth Group
Ken Reilly

Ken Reilly

CWS®, Managing Partner | Broadfront Capital Management
Kenneth Weeks

Kenneth Weeks

Managing Director, Private Wealth Advisor
London Cook

London Cook

Wealth Advisor
Mark Levin

Mark Levin

Managing Partner | Maverick Partners Wealth Management
Michael Cuttita

Michael Cuttita

CEO & Founder | Platinum Wealth Advisors
Michael Weeks

Michael Weeks

Managing Director, Private Wealth Advisor
Rajat Rajan

Rajat Rajan

Managing Partner | Private Wealth Advisor | Tranquil Advisors
Salvatore Picciallo

Salvatore Picciallo

Private Wealth Advisor | LPL Financial
Steve Brettler

Steve Brettler

MBA, Managing Director | Private Wealth Advisor | Gladstone Wealth Group
Steven Connolly, CFP®

Steven Connolly, CFP®

CIO, CCO & Controller | Puzzle Wealth Solutions

Our Financial Professionals

Altin Tirana

Altin Tirana

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

Anthony Caruso

Founder, Chairman, Managing Partner Private Wealth Advisor | The Templar Financial Group LLC.
Beaux Treguboff

Beaux Treguboff

Managing Partner | Homestead Wealth Management
Bernie Ventura

Bernie Ventura

Private Wealth Advisor | Gladstone Advisors
Berton Brown

Berton Brown

President, Founder | HW Advisors
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

Private Wealth Advisor | LPL Financial
Cary L Hall, Jr.

Cary L Hall, Jr.

Founder, CEO | CLH Wealth Management
Chelsea Ceaser

Chelsea Ceaser

Client Relationship Manager
Craig Andres

Craig Andres

Sand Dollar Financial
Craig Russ

Craig Russ

APMA®, Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Daniel Kundla

Daniel Kundla

Senior Vice President - Investments | Platinum Wealth Management of Buckhead
Daniel McNicholas

Daniel McNicholas

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

Daniel P. Cavise

Private Wealth Advisor | Gladstone Wealth Group
Darin Cook

Darin Cook

Founder, Wealth Manager
David Ferrell

David Ferrell

LPL Financial
David L. Close

David L. Close

CRPC®, 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

Wealth Manager | LPL Financial
Gary J. Winschel

Gary J. Winschel

CFP®, Independent Wealth Coach | Freedom Investment Management Group
Gavriel Kandkhorov

Gavriel Kandkhorov

Wealth Manager | LPL Financial
Gregg Gottlieb

Gregg Gottlieb

Certified Financial Planner™ | Regal Wealth Advisors
Gregory Fischer

Gregory Fischer

Senior Investment Consultant | Gladstone Institutional Advisory
Ira Katz

Ira Katz

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

Jack Dougherty

CFP®, Private Wealth Advisor | Gladstone Wealth Partners
James Mack

James Mack

Private Wealth Advisor | Gladstone Advisors
Jane Rocks

Jane Rocks

CFP®, 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 | JPH Wealth Management
John Scala

John Scala

Managing Director, Financial Advisor | The Choice Group
Jomar Fernandez

Jomar Fernandez

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

Joseph Baylouny

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Joseph Riccelli

Joseph Riccelli

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

Josh Bliss

Private Wealth Advisor | Gateway Capital Management
Josh Diamond

Josh Diamond

Vice President | The Choice Group
Ken Chan

Ken Chan

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

Liz Vargas

Senior Financial Advisor | LPL Financial
London Cook

London Cook

Wealth Advisor
Marc Edwards

Marc Edwards

Private Wealth Advisor | Gladstone Advisors
Matthew Beninati

Matthew Beninati

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

Michael J. Nedreski

CRPC®, 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
Nate Pribyl

Nate Pribyl

Private Wealth Advisor | Gladstone Wealth Partners
Nate Russell

Nate Russell

Wealth Advisor | Russell Capital Management
Nick Ferguson

Nick Ferguson

Vice President, Private Wealth Advisor | Peak Wealth Partners
Owen Pardo

Owen Pardo

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
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

Managing Partner | Homestead Wealth Management
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

CFP® | Gladstone Wealth Partners
Rob Shannon

Rob Shannon

Senior Vice President, Private Wealth Advisor | Gladstone Advisors
Robert A. Davit, CIMA®

Robert A. Davit, CIMA®

Managing Director
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

CFP®, 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

CFP®, Founder | Limestone Financial Group
Thomas Courtright

Thomas Courtright

MBA, APMA® AWMA®, CRPC®, Senior Vice President, Private Wealth Advisor | Gladstone Wealth Group
Tom Becker

Tom Becker

Financial Consultant | Tradewinds Financial Services