Daniel Mcnicholas is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 15 years of industry experience. Prior to joining Gladstone Wealth Partners in 2017, he worked at Bank of America, N.A. and Merrill Lynch Pierce, Fenner & Smith, Inc. He is also currently employed outside the investment industry in a non-investment role. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment and financial planning services, with investment approaches tailored at the representative level and supported by platform-level due diligence performed by its Investment Committee.

Michael Nedreski is a financial advisor at Gladstone Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Wealth Partners since 2015. Prior to that, he operated Nedreski Wealth Management starting in 1996. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a large network of investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored at the representative level.

Joseph Riccelli is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Gladstone Wealth Partners and LPL Financial since 2017 and was previously with PNC Investments from 2005 to 2017. Riccelli also operates Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches implemented at the representative level and supported by firm-wide due diligence on sub-advisers and models.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding a Series 66 designation and having 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously held roles at LPL Financial, PNC Wealth Management, Santander Securities, and Chase Investment Services. Outside of his advisory work, he is also an author and writer. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes a range of strategies from individual securities to tax-managed portfolios.

Steven Friedman is a financial advisor with Gladstone Wealth Partners in Omaha, Nebraska, holding Series 63 and Series 66 licenses with 58 years of industry experience. His prior work includes roles at Raymond James & Associates and Wells Fargo Clearing. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with a notable integration of retirement-plan services and institutional manager relationships.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes ten years at UBS and seven years at LPL Financial, alongside his current role at Gladstone Wealth Partners since 2019. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of investment options and financial planning services, with a focus on integrating retirement-plan service delivery and institutional manager relationships.

Gregory Fischer is a financial advisor with Gladstone Wealth Partners in Erie, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Gladstone Wealth Partners in 2017, he worked at PNC Bank N.A. for 36 years. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of investment approaches at the representative level, including discretionary portfolio management, financial planning, and retirement plan consulting, supported by platform-level due diligence from its Investment Committee.

Robert Shannon is a financial advisor at Gladstone Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, PNC Investments, HSBC Securities, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Matthew Simon is a CFP® with seven years of industry experience, currently serving at Gladstone Wealth Partners. He has previously worked at LPL Financial, Bayfront Wealth Management, Cetera, and held roles at Zurn Industries and in fitness coaching. Outside of advising, he is involved as an insurance agent selling life, health, and annuities. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through nearly 100 advisors. The firm offers discretionary portfolio management and financial planning, implementing investment strategies at the representative level and integrating retirement-plan services and institutional manager relationships.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors and Remote Link Solutions. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an investment approach that includes multiple asset types and tax-managed strategies.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners in Bedminster, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior career includes 12 years with Prudential Insurance Company of America and Pruco Securities, LLC. Baldwin also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Joseph Battaglia is a financial advisor at Gladstone Wealth Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sequent Planning, LLC. In addition to his advisory role, he is the president and principal of Senior Services of North America, a position he has held since 2008. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment advisory and financial planning services. The firm employs diverse investment strategies, including discretionary portfolio management and access to third-party manager solutions, while maintaining a focus on retirement-plan service integration and institutional manager relationships.

Derren Burse is a financial advisor at Gladstone Wealth Partners with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, LPL Financial, and MetLife/Brighthouse Financial. Outside of his advisory role, he is employed with Abound Health and is involved with a basketball-related organization called Yes, I Can Basketball. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers a range of services including discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Anthony Caruso is a financial advisor with Gladstone Wealth Partners, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. from 2013 to 2020, and he has been with Gladstone Wealth Partners and LPL Financial since 2020. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment strategies including individual equities and bonds, mutual funds, ETFs, alternative investments, and tax-managed strategies.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

Altin Tirana is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Gladstone in 2020. Outside of his advisory role, he is the managing partner of Altin Tirana LLC, a business entity used for tax and investment purposes. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Robert Mammana is a CFP®-designated financial advisor with five years of industry experience. He currently works with Gladstone Wealth Partners and has held prior roles at LPL Financial, Fidelity Investments, Merrill, and several other firms. Outside of advisory work, Mammana has been involved with Fortis Protection Group as a security agent. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Troy Langendoerfer is a financial advisor at Gladstone Wealth Partners with a Series 66 designation and four years of industry experience. He has previously worked at Private Advisor Group, LPL Financial, Crossroads Financial, Fidelity Deposit & Discount Bank, and The Honesdale National Bank. Gladstone Wealth Partners serves individuals, corporations, retirement plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Randall Karl is a financial advisor at Gladstone Wealth Partners with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Arete Wealth Management, Axxcess Wealth Management, TCFG Investment Advisors, TCFG Wealth Management, Comprehensive Asset Management & Servicing, and Platinum Wealth Partners. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a focus on integrating retirement-plan services and institutional manager relationships.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners and holds the Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. Benedum also provides investment advisory services through Silverleaf Advisor Group, an independent advisory firm. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an emphasis on retirement-plan services and institutional manager relationships.