OUR PEOPLE

Leadership

Robert P. Hudson III

Robert P. Hudson III

Founder and Chairman
Richard Frick

Richard Frick

Managing Partner, CEO
Keith Brothers

Keith Brothers

Managing Partner, Co-Founder & COO
Kristopher Bonocore

Kristopher Bonocore

Managing Partner, President
Phil Marchetti

Phil Marchetti

Managing Partner, Head of Advisor Experience
Jennifer Hoffman

Jennifer Hoffman

CRPC®, Vice President of Operations

Our Team

Abby LaFata

Abby LaFata

Administrative Assistant and Client Service Coordinator | Freedom Investment Management Group
Amy Nedreski

Amy Nedreski

Vice President and Managing Partner | White Oak Wealth Partners
Andrea Ordas

Andrea Ordas

Office Manager | LPL Financial
Argie Mastrodimos

Argie Mastrodimos

Relationship Manager | Gladstone Wealth Group
Audrey Maring

Audrey Maring

Client Relations Associate | Freedom Investment Management Group
Beverly Mehta

Beverly Mehta

Client Service Manager | Gladstone Wealth Partners
Brian Fitzgerald

Brian Fitzgerald

Partner | Business Development & Operations Director | Broadfront Capital Management
Catherine Byrd

Catherine Byrd

COO, Director of Operations | Fort Myers Wealth Managaement Group
Danielle Ring

Danielle Ring

Branch Operations Manager | Maverick Partners Wealth Management
David Lokai

David Lokai

CRPC®, Managing Director | National Sales | Gladstone Wealth Group
Denise Vecchione

Denise Vecchione

Relationship Manager | LPL Financial
Franklin (Whit) Whitehouse

Franklin (Whit) Whitehouse

Managing Director | National Sales | Gladstone Wealth Group
Gerard Touhey

Gerard Touhey

Managing Director | National Sales | Gladstone Wealth Group
James Ahern

James Ahern

Client Relationship Manager | The Choice Group
Jill Cline

Jill Cline

Director of Onboarding & Integrations | Gladstone Wealth Partners
Jill Quiles

Jill Quiles

Senior Client Service Associate | Peak Wealth Partners
John DeMichael

John DeMichael

LPL Registered Sales Assistant | Maverick Partners Wealth Management
Kevin Iacono

Kevin Iacono

Director of Operations | CLH Wealth Management
Kim Famula

Kim Famula

Relationship Manager | Gladstone Wealth Group
Lauren Fenske

Lauren Fenske

Operations Manager | Gladstone Wealth Partners
Lois Aiello

Lois Aiello

Senior Client Service Associate | Gladstone Advisors
Michael J. Struckman

Michael J. Struckman

Managing Partner, Head of National Sales | Gladstone Wealth Group
Michael K. Carberry

Michael K. Carberry

Managing Director | National Sales | Gladstone Wealth Partners
Nicole Sosalski

Nicole Sosalski

Client Service Associate | Peak Wealth Partners
Paul Tullo

Paul Tullo

Assistant Finance Manager | Gladstone Wealth Partners
Paula Marchetti

Paula Marchetti

Administrative Assistant | Gladstone Wealth Group
Rachel Pell

Rachel Pell

Client Service Associate | Gladstone Wealth Partners
Regina Engel

Regina Engel

Client Service Associate | Freedom Investment Management Group
Roberto Martinez

Roberto Martinez

Operations Manager | Limestone Financial Group
Roseann Rand

Roseann Rand

Executive Assistant | The Choice Group
SueAnne Walsh

SueAnne Walsh

Operations Manager | Pinnacle Wealth Management
Suzann Frantz

Suzann Frantz

Branch Operations Manager | Maverick Partners Wealth Management
Suzanne Nicol

Suzanne Nicol

Client Services Manager | True Vision Financial Advisors
Tiffany Grinder

Tiffany Grinder

Director of Client Services | White Oak Wealth Partners
Travis Bert

Travis Bert

Wealth Plan Design Assistant | White Oak Wealth Partners