James Mcgeehin is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Gladstone in 2017, he worked at PNC Investments for 13 years. 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 investment approach tailored at the representative level.

Kristopher Bonocore is a financial advisor with Gladstone Wealth Partners in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Merrill, The Mutual Fund Store, Financial Engines Advisors, LPL Financial, and LendingOne, LLC. He also operates KB Wealth Enterprises, a business entity 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 advisers. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions, with investment approaches tailored at the representative level and supported by platform-level due diligence.

William Peacock is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, LPL Financial, and Raymond James Financial Services. He serves on the board of directors for The Pregnancy Help Center in San Angelo, TX. 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 and retirement plan services, with investment approaches tailored at the representative level and comprehensive due diligence performed by an internal Investment Committee.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. 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 wrap programs and third-party manager solutions.

Jeremy Friedman is a financial advisor at Gladstone Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Wells Fargo Clearing. Outside of his advisory role, he is involved with ANOBO, a plane share group structured as an S corporation. 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 subject to platform-level due diligence.

Thomas Courtright Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2016. Prior to joining Gladstone, he worked at PNC Investments LLC for nine years. Courtright maintains a Series 66 license and operates primarily out of Hackettstown, NJ. 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 and financial planning services, implementing diverse strategies at the advisor level and conducting due diligence on sub-advisers and model providers.

Denise Vecchione is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Gladstone Wealth Partners and LPL Financial since 2020 and previously spent seven years with Ameriprise Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through nearly 100 investment adviser representatives. The firm offers a range of investment and retirement plan services, including discretionary portfolio management and financial planning, with investment approaches tailored at the representative level.

Daniel Cavise is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2016. 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 notable emphasis on integrating retirement-plan services and institutional manager relationships.

Stephen Roth is a CFP® with 23 years of industry experience. He is currently with Gladstone Wealth Partners and has held prior roles at LPL Financial, LLC and PRUCO Securities, LLC. Outside of advisory roles, he has served as a benefit consultant in the non-variable insurance sector. 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 using a broad range of investment approaches tailored at the representative level.

Raymond Gutowski is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Edelman Financial Engines, Financial Engines Advisors L.L.C., The Mutual Fund Store, Fidelity, and Ameriprise. He is also a registered Rhode Island notary public. 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 programs, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Robert Hudson III is a financial advisor with Gladstone Wealth Partners in Palm Beach Gardens, FL. He holds a Series 66 designation and has 22 years of industry experience. Hudson has been associated with Gladstone Institutional Advisory LLC since 2015 and operates R. P. Hudson Capital Advisors alongside his work with LPL Financial. 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 including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Joshua Mcglothlin is a financial advisor at Gladstone Wealth Partners with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cambridge Investment Research Advisors, JPMorgan Chase Bank, and Fifth Third Bank. 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 portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Michael Agriesti is a financial advisor with Gladstone Wealth Partners in Columbus, OH, holding a Series 63 designation and 27 years of industry experience. He worked at Lincoln Financial Advisors and Lincoln National Life for 20 years before joining Gladstone and LPL Financial in 2021. 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 customized investment solutions, including discretionary portfolio management and retirement plan consulting, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Michael Palace is a financial advisor with Gladstone Wealth Partners in Red Bank, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with Gladstone Wealth Partners and LPL Financial since 2015. 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 a range of investment solutions, with an emphasis on integrating retirement-plan services and institutional manager relationships.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. 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 an emphasis on retirement-plan services and institutional manager relationships.

Michael Neill is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Gladstone Wealth Partners in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 programs, with an investment approach that includes individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

Michael Delgado is a CFP® professional at Gladstone Wealth Partners with one year of industry experience. Prior to joining Gladstone, he worked at Aurora Wealth Advisors. 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 services including discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment approaches tailored at the representative level.

Steven Connolly is a financial advisor with Gladstone Wealth Partners in Littleton, CO, holding a Series 66 designation and over 24 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Gladstone Wealth Partners and LPL Financial in 2021. Connolly also operates Connolly Financial LLC, a business entity 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 provides discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies, with a notable focus on integrating retirement-plan services and institutional manager relationships.

Leah Burnett is a financial advisor at Gladstone Wealth Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Purshe Kaplan Sterling Investments, Aurora Wealth Advisors, and LPL Financial. 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 portfolio management and consulting services, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Philip Marchetti is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at PNC Wealth Management, LPL Financial, Banc of America Investment Services, and Quick & Reilly. 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 wrap programs and third-party manager solutions with investment approaches tailored at the representative level.