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.

Kirk Stovesand is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Platform Wealth Advisors and Sandpiper Consulting Inc. dba Walpole Advisors. His prior experience includes over three decades with Walpole & Co. LLP and Walpole Financial Advisors, LLC. Outside of advisory work, he serves as chair of the audit committee and board member at Community West Bank Holdings and is an advisory board member for Your Travel Center, Inc. Platform Wealth Advisors provides discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, low-turnover asset-class investing based on Modern Portfolio Theory and integrates advisory services with affiliated accounting and consulting practices.

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 CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He has worked at various related firms including Walpole & Co. and PlanMember Securities Corporation. In addition to his advisory role, Marlin is involved in individual tax preparation and accounting through Sandpiper Consulting, Inc. dba Walpole Advisors. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, and small businesses. The firm employs a long-term, low-turnover investment approach based on Modern Portfolio Theory and supports its advisory services through a formal affiliation with accounting and consulting practices.

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® professional with seven years of industry experience. He is currently with Platform Wealth Advisors and previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by formal affiliations with accounting and consulting practices and a range of specialized portfolio management features.

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.