Joseph Riccelli is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and 23 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017 and previously spent 12 years with PNC Investments. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individual and high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies, monitor accounts, and utilize third-party managers and retirement-account technology.

Brian Hoffman is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and over 21 years of industry experience. He has worked at Gladstone Wealth Partners since 2016 and previously at PNC Investments from 2013 to 2016. Hoffman is also an author and writer as a non-investment-related activity. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, providing discretionary portfolio management and access to third-party managers, while also offering ERISA-related advisory services for qualified plans.

Steven Friedman is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding Series 63 and Series 66 licenses. He has 57 years of industry experience, including prior roles at Raymond James & Associates, Wells Fargo Advisors, and LPL Financial. Friedman provides administrative support to Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through independent investment adviser representatives who select strategies and manage accounts, utilizing third-party managers and retirement-account technology.

Jamie Baraldi is a financial advisor with Gladstone Wealth Partners in Mount Laurel, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Gladstone in 2019, he spent ten years at UBS. Baraldi also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of independent advisers who tailor strategies and resources to clients, employing discretionary portfolio management and access to third-party managers and model portfolios.

Brandon Dingman is a CFP® and Series 65-registered advisor with four years of industry experience. He currently works at Gladstone Wealth Partners and previously held roles at Capital City Wealth Management, The Colony Group, Buckingham Strategic Wealth, and other firms. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension plans, and charitable organizations through a network of independent advisers using diverse strategies and third-party resources.

Gregory Fischer is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 65 registrations and previously worked at PNC Bank N.A. for 36 years. Fischer is based in Erie, PA. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a network of independent advisers who utilize a range of strategies and third-party resources to manage accounts and deliver ongoing financial planning and consulting services.

Matthew Simon is a financial advisor with Gladstone Wealth Partners in Erie, PA. He holds the CFP® designation and has seven years of industry experience, including roles at LPL Financial, Bayfront Wealth Management, and Cetera. Outside of advisory work, he has a background in fitness entrepreneurship, having been involved with 212 Degrees of Fitness/CrossFit FBO. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and employ third-party resources for ongoing portfolio monitoring and plan management.

James Taylor III is a financial advisor at Gladstone Wealth Partners with a Series 65 credential and one year of industry experience. His prior work includes roles at Aurora Wealth Advisors and Remote Link Solutions, as well as early career positions outside of finance. Gladstone Wealth Partners serves a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, and retirement-plan consulting through a network of independent advisers utilizing discretionary portfolio management, third-party managers, and technology-enabled retirement account services.

Evan Baldwin is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including 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 offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies, third-party managers, and technology to serve clients.

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 serves as president of Senior Services of North America, a role he has maintained since 2008. Battaglia has held positions at Sequent Planning, LLC since 2020 and joined Gladstone Wealth Partners in 2023. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers offering discretionary portfolio management and utilizes sub-advisers and third-party technology to support retirement accounts and qualified plans.

Derren Burse is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes roles at Charles Schwab, MetLife/Brighthouse Financial, and Crump Life Insurance Services. Outside of financial advising, he is involved with Yes, I Can Basketball in Cornelius, NC. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent adviser representatives who utilize various strategies and third-party resources to manage client accounts.

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 and LPL Financial. He also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates via a network of independent advisers who select tailored strategies and may use sub-advisers or model portfolios while providing ongoing monitoring and consulting services.

Suzanne Presley is a financial advisor at Gladstone Wealth Partners with two years of industry experience. She holds the Series 65 designation and has prior experience with Cetera Advisors, LLC and Pyke & Associates, PC. Outside of her advisory role, she owns a law firm, Pyke, Presley and Associates, P.C., and manages a document portal for health care directives and personal health information. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management, access to third-party managers, ongoing consulting, and specialized retirement-plan services.

Altin Tirana is a financial advisor with Gladstone Wealth Partners, holding a Series 66 credential and 21 years of industry experience. Prior to joining Gladstone in 2020, he worked at Morgan Stanley and its affiliated entities from 2009 to 2020. He also manages a personal business entity unrelated to investment advisory. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent adviser representatives and offers discretionary portfolio management along with access to third-party managers and model portfolios.

Robert Mammana is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds the CFP® designation and Series 66 license and has five years of industry experience. Prior to joining Gladstone, Mammana worked at LPL Financial, Fidelity Investments, Merrill, and held roles in consulting and retail businesses. Outside of his advisory role, he is also employed as a security guard. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and resources for each client and utilizes third-party managers, model portfolios, and retirement-account technology to serve clients’ needs.

Troy Langendoerfer is a financial advisor with Gladstone Wealth Partners, holding a Series 66 license and four years of industry experience. He has worked previously at Private Advisor Group, LLC, and has been associated with LPL Financial and Crossroads Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources, and it offers discretionary portfolio management and specialized retirement plan services.

Randall Karl is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 credential and 14 years of industry experience. He previously worked at Arete Wealth Management and Axxcess Wealth Management and has been with Gladstone since 2024. Outside of his advisory role, he teaches baseball at the Milwaukee Brewers Fantasy Camp and the MLB Youth Clinic. Gladstone Wealth Partners provides investment management, financial planning, and retirement plan consulting for a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources to customize client portfolios and offer ongoing financial consulting.

Daniel Benedum is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and over 25 years of experience in the industry. His prior experience includes roles at Morgan Stanley and LPL Financial. He also manages an independent investment advisory business under Silverleaf Advisor Group. Gladstone Wealth Partners serves a diverse client base—including individuals, corporations, and charitable organizations—providing investment management, financial planning, and retirement-plan consulting through a network of independent advisers.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners in Hackettstown, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and prior to that spent 13 years with PNC Investments. Mcgeehin also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, often utilizing third-party managers and technology to serve qualified plans and held-away retirement accounts.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Financial Engines Advisors, among others. He is involved with Gladstone Wealth Group, an independent investment advisory firm. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who customize strategies and use third-party managers and technology to support clients’ portfolios and qualified plans.