Ranch Capital Advisors Inc.

Gregory Pacitti is a CFP® with 26 years of industry experience, currently serving at Ranch Capital Advisors Inc. in Sarasota, FL. He has worked with the firm and its predecessors since 2006, including roles at Truvestments Capital LLC and APW Capital, Inc. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary and non-discretionary portfolio management, traditional financial planning, and subscription-based financial coaching. The firm employs firm-developed model portfolios and a diverse set of investment strategies, including options and derivatives, with ongoing portfolio monitoring.

Ryan McMahon is a CFP® with four years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. He previously worked at Lincoln Investment and Shepherd Financial. McMahon’s background includes a five-year period at the University of Louisville. Ranch Capital Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses by providing discretionary and non-discretionary portfolio management, traditional financial planning, and a subscription-based financial coaching service with monthly remote meetings. The firm employs firm-developed model portfolios and a wide range of investment strategies, including options and derivatives, while offering complementary financial planning to portfolio management clients.

Elissa Lovell is a Certified Financial Planner® with 16 years of industry experience. She is currently with Ranch Capital Advisors Inc., where she has worked since 2019, following prior roles including a 12-year tenure at Private Vista, LLC. Ranch Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary and non-discretionary portfolio management, traditional financial planning, and a subscription-based financial coaching service with monthly remote meetings. The firm uses firm-developed model portfolios and a broad range of investment strategies, including options and derivatives, tailored to client objectives.

Susanna Walsh is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, with four years of industry experience. She holds a Series 65 designation and has been with Ranch Capital Advisors and its predecessor entities since 2019. Prior to her advisory career, she spent seven years as a stay-at-home mom. Ranch Capital Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses, offering discretionary and non-discretionary portfolio management, traditional financial planning, and a subscription-based financial coaching service. The firm uses model portfolios and a range of investment strategies, including derivatives and options, tailored to client objectives with ongoing monitoring.

Payton Moyer is a financial advisor at Ranch Capital Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Ranch Capital Advisors, he held roles at Transflo, Deloitte LLP, Harvest Bexley LLC, Crowe LLP, and Capital University. Ranch Capital Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses by providing portfolio management, financial planning, and a subscription-based financial coaching service. The firm uses firm-developed model portfolios and a diverse investment toolkit that includes options strategies, derivatives, and margin trading.

Bradley Tremitiere is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wellington Shields & Co., LLC for 20 years before joining Ranch Capital Advisors in 2019. Ranch Capital Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses with discretionary and non-discretionary portfolio management, traditional financial planning, and a subscription-based financial coaching service. The firm uses firm-developed model portfolios and a broad investment toolkit that includes derivatives and options strategies, while offering month-to-month financial coaching focused on budgeting and accountability.

Abigail Skipper is a financial advisor with Ranch Capital Advisors Inc. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Ranch Capital Advisors, she worked at Seedway and Geneva Financial, and she was involved with Skipper Grassing, Inc. for 17 years. Outside of finance, she owns and manages Grand Central Stables, a horse boarding business. Ranch Capital Advisors serves individual and high-net-worth clients, trusts, estates, and small businesses, offering portfolio management, financial planning, and subscription-based financial coaching. The firm employs a range of investment strategies, including derivatives and options writing, tailored to client objectives through firm-developed model portfolios and ongoing monitoring.