OUR PEOPLE

Leadership

Robert P. Hudson III

Robert P. Hudson III

Managing Partner, 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

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 | Private Wealth Group
Argie Mastrodimos

Argie Mastrodimos

Relationship Manager | Gladstone Wealth Group
Audrey Maring

Audrey Maring

Client Relations Associate | Freedom Investment Management Group
Beverly Mehta

Beverly Mehta

Brian Fitzgerald

Brian Fitzgerald

Catherine Byrd

Catherine Byrd

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

Danielle Ring

David Lokai

David Lokai

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

Onboarding and Transition Specialist | Gladstone Wealth Group
Jill Quiles

Jill Quiles

Senior Client Service Associate | Peak Wealth Partners
John DeMichael

John DeMichael

Kevin Iacono

Kevin Iacono

Director of Operations | CLH Wealth Management
Kim Famula

Kim Famula

Relationship Manager | Gladstone Wealth Group
Kim Gerace

Kim Gerace

Lauren Fenske

Lauren Fenske

Relationship Manager | Gladstone Wealth Group
Lois Aiello

Lois Aiello

Senior Client Service Associate | Gladstone Advisors
Mary Burke-Johnson

Mary Burke-Johnson

Michael J. Struckman

Michael J. Struckman

Managing Partner, Head of National Sales
Michael K. Carberry

Michael K. Carberry

Managing Director | National Sales | Gladstone Wealth Partners
Nicole Sosalski

Nicole Sosalski

Client Service Associate | Gladstone Wealth Group
Paul Tullo

Paul Tullo

Director of Operations | Gladstone Wealth Group
Paula Marchetti

Paula Marchetti

Administrative Assistant | Gladstone Wealth Group
Rachel Pell

Rachel Pell

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
Samantha Morris

Samantha Morris

Stacey Garnes

Stacey Garnes

SueAnne Walsh

SueAnne Walsh

Operations Manager | Pinnacle Wealth Management
Suzann Frantz

Suzann Frantz

Suzanne Nicol

Suzanne Nicol

Client Services Manager | True Vision Advisors
Tiffany Grinder

Tiffany Grinder

Director of Client Services | White Oak Wealth Partners
Timothy Derham

Timothy Derham

Travis Bert

Travis Bert

Wealth Plan Design Assistant | White Oak Wealth Partners