Advisors at this firm
Joel J
CFP®
Venice, FL
Fourthought Financial Partners, LLC.
Joel Johnson is a CFP® professional with two years of industry experience, currently serving at Fourthought Financial Partners, LLC. He previously worked at Sanibel Captiva Trust Company and Sanibel Trust Company. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.
Bradley P
CFP®, ChFC®, Series 63, Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Bradley Patton is a financial advisor at Fourthought Financial Partners, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked with Wells Fargo Advisors Financial Network and USAA Financial Advisors. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.
Noah M
Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Noah Macfarlane is a financial advisor at Fourthought Financial Partners, LLC, holding a Series 65 designation with one year of industry experience. He has been with Fourthought Financial Partners since 2019. Prior to his advisory role, he worked at Insurance Service of Sarasota and has educational experience from the University of South Florida and the University of Central Florida. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and emphasizes a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs.
James S
Series 63, Series 65
Venice, FL
Fourthought Financial Partners, LLC.
James Stamper is a financial advisor at FourThought Financial Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities LLC and The Prudential Insurance Company of America for 14 years. Stamper has been with FourThought Financial Group and FourThought Financial since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs.
Pedro L
Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.
Larry C
CFP®, Series 63, Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Larry Cuervo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2023. Prior to that, he held various roles at Suntrust, including Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is a member of an LLC that owns a residential rental property. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutional clients, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach tailored to clients’ risk tolerance and financial goals.
Scott P
CFP®, Series 63, Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Scott Pinkerton is a CFP® with 39 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2022, and previously held positions at Wells Fargo Advisors. Pinkerton serves as a financial advisory committee member for the Sarasota County School Board, providing oversight of the district’s use of operating and capital funds. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process tailored to clients’ risk tolerance, time horizon, and cash-flow needs.
Brett K
Series 65
Venice, FL
Fourthought Financial Partners, LLC.
Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.
Alexander H
CFP®, Series 66
Venice, FL
Fourthought Financial Partners, LLC.
Alexander Herrington is a CFP® professional with nine years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2022, and has prior experience at Fidelity and Applied Concepts Inc. Herrington holds the Series 66 license and is based in Venice, Florida. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.