OUR PEOPLE
Leadership
Robert P. Hudson III
Founder and Chairman
Richard Frick
Managing Partner, CEO
Keith Brothers
Managing Partner, Co-Founder & COO
Kristopher Bonocore
Managing Partner, President
Phil Marchetti
Managing Partner, Head of Advisor Experience
Jennifer Hoffman
CRPC®, Vice President of Operations
Our Team
Abby LaFata
Administrative Assistant and Client Service Coordinator | Freedom Investment Management Group
Amy Nedreski
Vice President and Managing Partner | White Oak Wealth Partners
Andrea Ordas
Office Manager | LPL Financial
Argie Mastrodimos
Relationship Manager | Gladstone Wealth Group
Audrey Maring
Client Relations Associate | Freedom Investment Management Group
Beverly Mehta
Client Service Manager | Gladstone Wealth Partners
Brian Fitzgerald
Partner | Business Development & Operations Director | Broadfront Capital Management
Catherine Byrd
COO, Director of Operations | Fort Myers Wealth Managaement Group
Chelsea Ceaser
Client Relationship Manager
Danielle Ring
Branch Operations Manager | Maverick Partners Wealth Management
David Lokai
CRPC®, Managing Director | National Sales | Gladstone Wealth Group
Denise Vecchione
CRPC, Sales Associate and Administrator | The Templar Financial Group LLC.
Gerard Touhey
Managing Director | National Sales | Gladstone Wealth Group
James Ahern
Client Relationship Manager | The Choice Group
Jill Cline
Director of Onboarding & Integrations | Gladstone Wealth Partners
Jill Quiles
Senior Client Service Associate | Peak Wealth Partners
John DeMichael
LPL Registered Sales Assistant | Maverick Partners Wealth Management
Karoline O’Connor
Senior Director, Business Development | Puzzle Wealth Solutions
Kathleen A. Miller
Director, Operations
Kevin Iacono
Director of Operations | CLH Wealth Management
Kim Famula
Relationship Manager | Gladstone Wealth Group
Lauren Fenske
Operations Manager | Gladstone Wealth Partners
Lois Aiello
Senior Client Service Associate | Gladstone Advisors
Mark Gorman
Director, Trading
Michael J. Struckman
Managing Partner, Head of National Sales | Gladstone Wealth Group
Michael K. Carberry
Managing Director | National Sales | Gladstone Wealth Partners
Nicholas Joseph Shealy
Operations
Nicole Sosalski
Client Service Associate | Peak Wealth Partners
Paul Tullo
Assistant Finance Manager | Gladstone Wealth Partners
Paula Marchetti
Administrative Assistant | Gladstone Wealth Group
Rachel Pell
Client Service Associate | Gladstone Wealth Partners
Regina Engel
Client Service Associate | Freedom Investment Management Group
Roberto Martinez
Operations Manager | Limestone Financial Group
Roseann Rand
Executive Assistant | The Choice Group
SueAnne Walsh
Operations Manager | Pinnacle Wealth Management
Suzann Frantz
Branch Operations Manager | Maverick Partners Wealth Management
Suzanne Nicol
Client Services Manager | True Vision Financial Advisors
Tiffany Grinder
Director of Client Services | White Oak Wealth Partners
Travis Bert
Wealth Plan Design Assistant | White Oak Wealth Partners