Timeless Wealth Strategies for a Prosperous Future

Alfie Tounjian, CFP®, RFC®, is the Founder and CEO of Advantage Wealth Partners, where he helps individuals and families navigate the financial decisions that come with retirement and significant wealth. As a CERTIFIED FINANCIAL PLANNER™ professional, Alfie is known for a straightforward approach that helps investors better understand retirement risks, evaluate their options, and make informed decisions about their financial future.

Alfie is the host of the television and talk radio show “Saving the Investor,” a public speaker, and co-author of “Passport to Prosperity: Navigating the New Era of Wealth, Legacy, and Lifestyle.” He is also the author of “Keeping You on the Retirement Fairway” and “Making Waves in Retirement.” Through his books, broadcasts, and speaking engagements, Alfie brings financial concepts to life in a way that is practical, understandable, and relevant to people preparing for and living in retirement.

Beyond his work with clients, Alfie is deeply committed to the Southwest Florida community. He supports efforts to address food insecurity and invests his time in mentoring future business leaders, sharing the lessons and experiences he has gained throughout his career. His commitment to entrepreneurship, leadership, and giving back reflects a belief that success carries with it the opportunity to help others succeed.

That same philosophy shapes the culture at Advantage Wealth Partners: thoughtful guidance, personal responsibility, and a commitment to helping clients make financial decisions with greater clarity and purpose.

Since joining Advantage Wealth Partners in 2015, Mary has played an integral role in the firm’s growth and evolution, overseeing marketing, compliance, operations, and strategic initiatives. She works closely with the firm’s leadership team to guide strategic initiatives, strengthen the client experience, and support the firm’s continued growth.

With nearly four decades of experience in financial services and marketing, Thompson’s background includes financial advising, banking, insurance, and trust administration. Her broad industry experience enables her to bridge strategy, operations, marketing, and client communications, helping transform complex financial concepts into meaningful client experiences while supporting the firm’s continued growth.

Thompson has also served as producer and co-host of the weekly television and radio program Saving the Investor alongside Certified Financial Planner™ professional Alfie Tounjian, helping educate Southwest Florida families on retirement, tax, and wealth planning topics.

Known for her exceptional organizational skills, thoughtful leadership, and ability to build lasting relationships, Thompson has earned the trust of clients, colleagues, and business partners alike. Her genuine commitment to listening, problem-solving, and delivering exceptional service has helped foster long-term client relationships and a culture centered on putting clients first.

Outside the office, Thompson serves on the Board of Directors for iWork4Him, a nonprofit organization dedicated to encouraging Christians to view their workplace as a mission field and an opportunity to positively impact others through their work.

David is a Financial Advisor with a passion for helping clients achieve their financial goals. As a holder of the Chartered Life Underwriter CLU® and the Chartered Retirement Planning Counselor CRPC® designation, he specializes in guiding clients through a holistic financial planning process. He works closely with Alfie to create customized financial plans that incorporate comprehensive income planning, strategic tax planning, and other essential components.

With his Series 65 Securities License and the Florida Life, Health & Annuity License, David is well-equipped to provide clients with proficient advice and tailored solutions. He is dedicated to bringing clarity and understanding to the complexities of financial planning, ensuring his clients feel confident and secure in their financial future.

Since entering the financial services industry in 2013, David has built a strong foundation of experience. He joined Advantage Wealth Partners in 2018, where he continues to leverage his knowledge to serve clients. Originally from the northeast, David values time spent with his family and volunteering at his local church.

Daniella joined Advantage Wealth Partners in 2017 and serves as a Senior Investment Operations Specialist with a strong focus on delivering seamless client service and operational excellence. She prepares and processes a wide range of account documentation, manages daily trading and portfolio reallocations, and oversees the firm's structured note platform.

Daniella oversees the firm's estate planning division, assisting clients throughout the process of preparing their estate planning documents. She also enjoys collaborating with her colleague Mary to bring the firm's Inspiring Women events to life, creating meaningful connections for clients and the community.

Daniella is passionate about ensuring accuracy, efficiency, and a high level of care in every aspect of her role.

Curtis joined Advantage Wealth Partners in 2024 and serves as an experienced servicing advisor. He holds Series 7, 63, and 65 licenses, as well as a Florida Life & Annuity license. A Southwest Florida native, Curtis earned his bachelor’s degree in finance from Palm Beach Atlantic University.

Before joining Advantage Wealth Partners, Curtis brought more than eight years of financial industry experience. He works closely with Alfie and David on financial planning and client reviews, helping clients understand their portfolios and stay aligned with their long-term financial goals.

Outside of the office, Curtis values spending time with his wife and two children.

Reach out to Curtis for assistance with:
• eMoney Client Portal
• Portfolio Reviews
• Assets Under Management Information & Service

Since joining the team in January 2021, Devon has taken on much of the technology the office relies on each day, from its IT systems to the transition to a new client relationship platform. A Florida Gulf Coast University business graduate, he builds the firm's website and digital tools.

Devon supports marketing across mailers, email campaigns, workshops, and client events, working closely with Mary to keep communications clear, accurate, and consistent. Each week he also helps bring the Saving the Investor radio program to air. He enjoys finding simpler ways for clients and colleagues to get things done.

Outside the office, you can find Devon on the tennis court, on a hiking trail, or taking the boat out to Sanibel.

Garrett joined Advantage Wealth Partners in 2024 and serves as a Financial Advisor. He holds a Series 65 license and a Florida Life and Annuity license, with a focus on comprehensive financial and income planning, sophisticated assets under management (AUM) strategies, and annuity and life insurance planning.

Originally from Pennsylvania and a 2018 graduate of Penn State University, Garrett works closely with clients to help them navigate evolving market landscapes and make informed decisions aligned with their long-term financial goals.

Above all, Garrett values building strong relationships and providing thoughtful guidance to help clients pursue lasting financial independence.

Outside of the office, Garrett enjoys staying active and is especially passionate about Penn State football.

Reach out to Garrett for assistance with:
• Financial & Income Planning
• Assets Under Management Strategies
• Annuity & Life Insurance Planning

Since joining the team in 2024, Alex has been dedicated to ensuring the smooth execution of our daily operations. An Indiana University Finance graduate, he works closely with Daniella to manage the vital mechanics of the practice, from precise account trading and money movement to the essential paperwork that keeps everything organized. Alex specializes in overseeing Required Minimum Distributions.

Above all, Alex enjoys his daily client conversations, ensuring every request is handled with personal care and professional attention.

When he's not in the office, you can find Alex either relaxing by the pool or lighting up the karaoke stage.

A Naples native with family roots in the community, Stephen Cully joined Advantage Wealth Partners in 2026 and serves as an Associate Advisor. He brings experience as a licensed financial representative with a national broker-dealer, following a successful career in the hospitality industry as a professional chef.

Stephen holds his Series 6 and Series 65 securities licenses, as well as his Florida Life Insurance license. He earned his Bachelor of Science in Finance and has completed the curriculum that satisfied the educational requirements for the CERTIFIED FINANCIAL PLANNER™ certification.

In his personal time, Stephen is an avid reader and fitness enthusiast. He enjoys spending time outdoors, fishing and hiking throughout Southwest Florida, and remains a passionate cook.

Jade joined Advantage Wealth Partners in 2026 and serves as a Client Service Administrator, supporting clients and the advisory team throughout the account service process. He brings financial services experience from Iowa, where he focused on Medicare supplement planning, and holds the Florida 2-15 Life, Health & Annuity license.

In his role, Jade works closely with Daniella and Alex to assist with client documentation, account servicing, and administrative processes. His attention to detail and responsive approach helps ensure client requests are handled efficiently and with care. He is committed to providing dependable support and creating a positive experience for every client.

In his free time, Jade enjoys spending time outdoors, relaxing at the beach, and following sports.