Platform Wealth Advisors

James Alfieri is a financial advisor with Platform Wealth Advisors in Missouri City, TX, holding a Series 66 credential and 27 years of industry experience. He has previously worked at Raymond James Financial Services and Hamilton Financial Advisors. Alfieri also serves as a principal and CPA at Hamilton Mercer Advisors, where he oversees office operations and performs accounting duties, and he is a volunteer treasurer for a nonprofit fire company. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-class investing approach based on Modern Portfolio Theory and supports advisory services through its affiliation with accounting and consulting practices.

Ryan Gibbons is a CFP® professional at Platform Wealth Advisors with experience beginning in 2024. Prior to joining Platform Wealth Advisors, he held positions at Walpole & Co. LLP and several other organizations across different industries. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory, long-term, low-turnover asset-class investing, and utilizes model portfolios alongside a formal affiliation with accounting and consulting practices.

Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.

Leland Gropper is a financial advisor at Platform Wealth Advisors in Goleta, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Platform Wealth Advisors, he worked at PlanMember Securities Corporation and has manufacturing experience with Channel Islands Surfboards. Platform Wealth Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses with investment management, retirement plan services, financial planning, and consulting. The firm emphasizes a passive, asset-class exposure investment approach grounded in Modern Portfolio Theory, utilizing model portfolios and a buy-and-hold strategy.

Kirk Stovesand is a CFP® and PFS™ with 25 years of industry experience, currently serving at Platform Wealth Advisors. His prior roles include positions at Walpole Financial Advisors, LLC, and Walpole & Co. LLP. Outside of advising, he is chair of the audit committee and a longtime board member of Community West Bank Holdings. Platform Wealth Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, focusing on investment management, retirement plan services, and financial planning. The firm utilizes a passive, asset-class investment approach grounded in Modern Portfolio Theory and employs model portfolios alongside discretionary management through Focus Partners Advisor Solutions.

Peter Martin is a Series 66-licensed advisor at Platform Wealth Advisors with 27 years of industry experience. He has held roles at Raymond James Financial Services and Civale, Silvestri, Alfieri, Martin & Higgins, LLC. In addition to his advisory work, Martin is a CPA and principal at Hamilton Mercer Advisors, where he provides accounting and tax services. Platform Wealth Advisors offers discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-class investment approach guided by Modern Portfolio Theory and is formally affiliated with accounting and consulting practices, supporting integrated advisory and tax services.

Marlin Stovesand is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience. He currently works at Platform Wealth Advisors and Sandpiper Consulting, Inc. dba Walpole Advisors, where he provides individual tax preparation and staff accounting services. His prior experience includes roles at Walpole & Co., Walpole Financial Advisors, and PlanMember Securities Corporation. Platform Wealth Advisors is a registered investment adviser serving individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $509 million in client assets and employs a Modern Portfolio Theory-based approach focused on passive asset-class exposure, documented investment policies, and model portfolios.

Anita Peca is a financial advisor at Platform Wealth Advisors with 19 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Platform Wealth Advisors, she worked at Walpole Financial Advisors, LLC and Walpole & Co. LLP. Outside of advisory work, she owns and operates Anita Peca Bookkeeping, providing bookkeeping services. Platform Wealth Advisors is a team-based firm that offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm integrates accounting and consulting through formal affiliations and emphasizes long-term, asset-class investing guided by Modern Portfolio Theory.

Donovan Roberson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors is a registered investment adviser managing over $500 million in client assets. The firm serves individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a passive, asset-class focused investment approach with an emphasis on documented policies, model portfolios, and low turnover.

Matthew Royer is a financial advisor at Platform Wealth Advisors with a Series 65 designation. He joined the firm in 2024 and has prior experience at Platform Accounting Group, Mercer Community College, Tomlin & Associates LLC, and ATR International/Abbott Laboratories. Outside of finance, he previously worked at Benjamin's Cows & Crabs and Oakwood Country Club. Platform Wealth Advisors is a registered investment adviser managing approximately $509 million in client assets. The firm serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, employing a passive, asset-class investment approach grounded in Modern Portfolio Theory with the use of model portfolios and delegated discretionary management.

Paul Mannion is a CFP® professional with 13 years of experience in financial advising. He currently works at Platform Wealth Advisors and previously spent 11 years at Walpole Financial Advisors, LLC. Mannion holds Series 63 and Series 65 licenses. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by written investment policy statements and Monte Carlo analysis.