William Peacock is a financial advisor with Gladstone Wealth Partners in San Angelo, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Ameriprise, LPL Financial, and Raymond James Financial Services. He serves on the Board of Directors for The Pregnancy Help Center. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management and access to third-party managers and model portfolios.

Suzanne Barry is a CFP® with seven years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners in Charlotte, NC. Her prior experience includes roles at Merrill, Bank of America, and LPL Financial. She is involved in independent investment advisory services through Gladstone Institutional Advisory, LLC. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm operates through a network of independent advisors who customize strategies and utilize third-party managers and technology to serve client needs.

Jeremy Friedman is a financial advisor with Gladstone Wealth Partners in Omaha, NE, holding a Series 66 credential and 16 years of industry experience. His prior work includes tenure at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved with a plane share group structured as an S Corporation. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies, monitor accounts, and utilize sub-advisers or model portfolios, while also serving in various ERISA roles for qualified plans.

Thomas Courtright Jr. is a CFP® professional with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2016 and previously worked at PNC Investments LLC for nine years. Courtright also holds a Series 66 license. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and may use sub-advisers or model portfolios, with additional services including ERISA roles for qualified plans.

Denise Vecchione is a financial advisor at Gladstone Wealth Partners in Bedminster, NJ, with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize a range of strategies, third-party managers, and technology to manage client portfolios and retirement accounts.

Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a wide range of clients, 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 who tailor strategies and provide ongoing account monitoring, with access to third-party managers, model portfolios, and specialized retirement-account technology.

Stephen Roth is a CFP® professional with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and previously worked at Private Portfolio Partners, LLC and LPL Financial, LLC. Roth is also involved in benefit consulting and insurance-related activities through firms such as Emerson Reid Company and Crump. Gladstone Wealth Partners provides 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 implement tailored strategies, utilize third-party managers, and offer ongoing financial planning and consulting services.

Raymond Gutowski is a financial advisor with Gladstone Wealth Partners in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Edelman Financial Engines and Financial Engines Advisors L.L.C. He is also a Rhode Island Notary Public. Gladstone Wealth Partners serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting through a network of independent adviser representatives.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners, holding a Series 66 designation and having 22 years of industry experience. He has been associated with Gladstone Institutional Advisory LLC since 2015 and maintains roles with R. P. Hudson Capital Advisors and LPL Financial since 2012. Hudson is also the founder and chairman of GWP Holdings, a business entity for tax and investment purposes. Gladstone Wealth Partners provides 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 investment adviser representatives who select strategies and resources tailored to each client and utilize third-party managers and technology in managing accounts.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. 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. The firm operates through a network of independent advisers who utilize a range of strategies, sub-advisers, and technology solutions for portfolio management and qualified plan services.

Michael Agriesti is a financial advisor at Gladstone Wealth Partners in Columbus, Ohio, with 27 years of industry experience. He holds a Series 63 designation and previously spent 20 years with Lincoln Financial Advisors and Lincoln National Life. Since 2021, he has been affiliated with both Gladstone Wealth Partners and LPL Financial. 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 advisers who utilize various strategies and third-party resources, provide discretionary portfolio management, and serve in ERISA fiduciary roles for qualified plans.

Michael Palace is a financial advisor at Gladstone Wealth Partners with 36 years of industry experience. He holds a Series 63 designation and has been with Gladstone and LPL Financial since 2015. 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 independent investment adviser representatives who tailor strategies and monitor accounts, offering access to third-party managers and model portfolios.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners in Westport, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Gladstone in 2020, she worked with Morgan Stanley Wealth Management and LPL Financial. She also operates a separate investment advisory firm, Gladstone Institutional Advisory, LLC, providing independent advisory services. 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 through a network of independent advisers. The firm utilizes discretionary portfolio management, third-party managers, and retirement-account technology, and serves in ERISA roles for qualified plans.

Michael Neill is a CFP® and ChFC® with 22 years of experience in the financial services industry. He currently works at Gladstone Wealth Partners and LPL Financial, having joined Gladstone in 2021. His prior experience includes over a decade at Morgan Stanley in various roles. 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 operates through a network of independent advisers who tailor strategies and use third-party managers and model portfolios to meet client needs.

Michael Delgado is a CFP® professional with one year of industry experience, currently advising at Gladstone Wealth Partners. He previously worked at Aurora Wealth Advisors and has a background that includes positions at George Fox University. Gladstone Wealth Partners offers 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 independent adviser representatives who tailor strategies and use various resources, including sub-advisers and third-party technology, to manage client accounts.

Steven Connolly is a financial advisor with Gladstone Wealth Partners in Littleton, CO, holding a Series 66 designation and 24 years of industry experience. His career includes 14 years at UBS Financial Services and five years at LPL Financial. He also operates Connolly Financial LLC, a business entity established for tax and investment purposes. 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 advisers and utilizes third-party managers and technology to serve clients across various portfolio and retirement plan needs.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 21 years, as well as at Aurora Wealth Advisors and Purshe Kaplan Sterling Investments. Gladstone Wealth Partners provides 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 investment adviser representatives who select and monitor strategies, utilize third-party managers, and provide ongoing financial planning and consulting services.

Philip Marchetti is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Institutional Advisory and LPL Financial since 2016. Outside of advisory roles, he is involved with Crump, focusing on non-variable insurance. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize third-party managers and technology solutions to deliver tailored portfolio management and consulting services.

James Stanek is a financial advisor at Gladstone Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Silverleaf Advisor Group. Outside of his advisory roles, he maintains business interests through J&K Management, LLC. 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 tailor strategies and utilize third-party managers and technology solutions for comprehensive portfolio and plan management.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas acts as a trustee in a fiduciary capacity through a personal trust. 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 plans, and charitable organizations. The firm operates through a network of independent advisors who customize strategies for each client and utilize third-party managers and model portfolios.