Affinity Wealth Management LLC

Michael Sicuranza is a CFP® with 30 years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. His prior roles include positions at Mercap Securities, Milestone Wealth Advisors, and LPL Financial. He is also involved in selling fixed insurance products on a limited basis. Affinity Wealth Management LLC manages approximately $760 million for a diverse client base, offering wealth management, investment management, financial planning, and retirement plan advisory services with a primarily long-term, multi-strategy investment approach.

Anthony Piretti is a financial advisor with Affinity Wealth Management LLC in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Affinity Wealth Management in 2019, he worked at Securities America Inc and Beam Asset Management, LLC. Affinity Wealth Management LLC manages approximately $760 million for about 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes and acts as an ERISA fiduciary for retirement accounts.

James Hall is a CFP® professional with 38 years of industry experience. He has been with Affinity Wealth Management LLC since 2018 and previously worked at Mercap Securities, LLC and Coastal Equities, Inc. Hall holds Series 63 and Series 65 licenses. Affinity Wealth Management LLC manages approximately $760 million for around 617 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Brian Thomson is a CFP® with five years of industry experience and has been with Affinity Wealth Management LLC since 2019. His prior work includes roles at Minnesota Life Insurance Company, Diamond State Financial Group, and Securian Financial Services Inc. He has also held positions outside finance, including work with the Lake Forest School District and Delaware State University. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, using a long-term, multi-strategy investment approach tailored through custom accounts or model portfolios.

Martina Pfeuffer is a CFP® with 14 years of industry experience. She is currently with Affinity Wealth Management LLC and has held prior roles at Clarfeld Financial Advisors, Citizens Securities, and Wells Fargo Clearing Services. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to create customized portfolios across various asset classes.

Aegean Cuylan is a CFP® with three years of industry experience, currently serving as a financial advisor at Affinity Wealth Management LLC. Prior to joining Affinity Wealth Management, he worked at The Vanguard Group, Inc. for one year. Affinity Wealth Management LLC is a registered investment adviser managing approximately $760 million for about 617 clients. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, using a primarily long-term investment approach that combines multiple analytical methods to build customized portfolios.

Kyle Garstkiewicz is a financial advisor at Affinity Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, LLC and Robert Half. Kyle’s background also includes roles outside the financial sector. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, using a long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build customized portfolios.

Donald Kalil is a financial advisor at Affinity Wealth Management LLC with 37 years of industry experience. He has held roles at Affinity Wealth Management, Inc. for 33 years and at Coastal Equities, Inc. for 3 years prior to joining his current firm in 2018. He holds Series 63 and Series 65 designations. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm uses a long-term investment approach incorporating fundamental, technical, cyclical, and charting analysis to create customized portfolios.

Abigail Mccloskey is a CFP® professional with seven years of industry experience, currently serving at Affinity Wealth Management LLC since 2018. She previously worked at Pike Creek Financial Group and Entirety Insurance, LLC, and maintains an independent insurance agency. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis to create customized portfolios.

Cheryl Starr is a CFP® professional with eight years of industry experience. She has worked at Affinity Wealth Management LLC since 2021 and previously held roles at Raymond James Financial Services and Mallard Advisors. Affinity Wealth Management LLC is a registered investment adviser managing approximately $760 million for over 600 clients. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, employing a long-term investment approach that combines multiple analysis methods to build customized portfolios.

James Nelson is a CFP® with seven years of industry experience, currently serving as an advisor at Affinity Wealth Management LLC. His prior experience includes roles at Merrill and Raymond James Financial Services. Nelson is also a licensed insurance agent in Wilmington, Delaware. Affinity Wealth Management LLC manages approximately $760 million for over 600 clients, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans with a primarily long-term investment approach that combines various analytical methods to build customized portfolios.