Broker Check

Team

 

Robert is the Founder of Gladstone Wealth Group, a Multi Family Office that helps individuals and businesses piece together all aspects of their financial lives. Recognizing that wealth management is more than just investments,...

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Phil Marchetti

Managing Director, Private Wealth Advisor

With over 17 years of investment and client service experience, Mr. Marchetti has worked at some of the world's largest financial institutions. During his tenure he was consistently recognized as a top advisor. Phil was ranked #24 of...

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Keith Brothers

Managing Director, Private Wealth Advisor

After graduating with a BS in Finance Mr. Brothers has focused his talents in working with high net worth individuals, families, mid to small size institutions and their advisors. He is a highly sophisticated investment professional...

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Thomas Courtright MBA, AWMA®, CRPC®

Senior Vice President, Private Wealth Advisor

Tom comes to the Gladstone Wealth Group with over 13 years of investment experience. He achieved a BFA from William Paterson University, a MFA from SUNY Purchase, and a MBA from Centenary University. Currently, Tom holds two industry...

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Daniel P. Cavise

Managing Director - Private Wealth Advisor

Dan Cavise has over 12 years of experience in the financial services industry working with firms such as Merrill Lynch and UBS. He aims to provide the best service in the industry and understands the importance of not only growing, but...

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Michael Palace

Senior Vice President, Private Wealth Advisor

With a quarter century of Financial Management experience and an MBA from the Rutgers Graduate School of Management, Michael Palace brings a depth of financial expertise to LPL Financial and the Gladstone Wealth Group Team. He began...

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Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry in NYC, Robert joined his family business franchising restaurants. He spent almost a decade in the business...

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Jomar Fernandez

Senior Vice President, Private Wealth Advisor

Jomar Fernandez entered the financial services business 16 years ago with Merrill Lynch, over the years he has worked at Chase and PNC. Mr. Fernandez possesses the professional designation of Charted Retirement Planning Counselor...

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Paul Tullo

Director of Client Relations

With eight years experience in the financial industry and twenty years of client service experience, Mr. Tullo brings a professional approach that assists the team with putting an individualized plan in place for each of the group's...

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Monica Pyryt

Operations Manager

Ms. Pyryt is responsible for the operations of Gladstone Wealth Group. From creating financial plans, portfolio illustrations, and interacting with clients on a daily basis, Monica strives to ensure the client experience is highly...

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Stephen Roth, CFP®

CFP™ Professional

Mr. Roth manages the creation, delivery and implementation of financial plans and client service needs. Before joining Gladstone Wealth Group, Stephen spent 11 years at Prudential Financial as a financial planner and investment advisor...

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Mr. Hoffman has more than 15 years experience in business, banking and Investment Services. After working for Merrill Lynch throughout college, Mr. Hoffman joined Merrill’s 401k and Investment Services where he gained his thirst for...

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Robert Klepner

Private Wealth Advisor

Rob has over 10 years in the banking and financial services industry working with firms such as Merrill Lynch and Principal Financial Group. Rob believes in providing comprehensive financial and investment strategies for his clients...

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Ronald C. Hunter, CFP®

Private Wealth Advisor

Ron's specialty is retirement income planning, from initial plans to implementation. He uses a number of planning techniques and select methods to ensure that a comprehensive review of the unique factors of each client's case are...

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Richard Pascual

Private Wealth Advisor

With nearly 20 years experience in the Financial Industry, Mr. Pascual brings a diversified and well rounded approach to money management and financial planning. His objectives are to ensure the highest level of service for his clients...

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Richard Dragotta, ChFC, CRPC

LPL Registered Principal

Mr. Dragotta is an integral part of our full service infrastructure, offering operational support, advocacy and compliance oversight through LPL Financial. With more than 20 years of experience in the financial services industry, Mr....

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Joseph Riccelli

Senior Vice President

Provides his clients with an exceptional experience that leverages his 17 years of investment and insurance experience. Mr. Riccelli provides clients with comprehensive, customized strategies for their retirement, wealth management,...

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Robert Slomin

Chief Compliance Officer

Robert P. Slomin serves as Vice President and Chief Compliance Officer (“CCO”) for Private Portfolio Partners LLC (“PPP”) and Gladstone Institutional Advisors LLC (“GIA”), separate entities and...

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