Firm highlights continued growth, client-first innovation, and leadership transitions following a standout 2025.
VENICE, FLORIDA (December 8, 2025): FourThought Private Wealth today announced several leadership promotions and the retirement of a long-serving team member, reflecting a year defined by growth, new client relationships, and continued recognition across the wealth management industry.
In 2025, FourThought was named to the Forbes list of America’s Top RIA Firms, developed by SHOOK Research, and advisor Alex Herrington was recognized on the Forbes | SHOOK Research Top Next-Gen Wealth Advisors Best-In-State list. The firm welcomed over 50 new clients, expanded its reach across Florida’s Gulf Coast, and continued to strengthen its Signature Services and Institutional Consulting platforms.
To support the firm’s growth and long-term leadership development, FourThought announced the following promotions:
- Alex Herrington, President and Planner
- Chris Fagley, Chief Operations Officer and Chief Compliance Officer
- Joel Johnson, Director of Planning
- Patty Nogalski, Director of Client Service
FourThought also announced the retirement of Donna Guinta, whose dedication, consistency, and deep commitment to client relationships have shaped the firm’s culture for many years. Her contributions have played a significant role in enhancing the client experience, which remains at the core of FourThought’s mission.
“2025 was a year of momentum and meaningful progress for our firm,” said Scott Pinkerton, Senior Planner and CEO at FourThought Private Wealth. “We are grateful for Donna’s many years of service and proud to recognize the talented professionals stepping into new leadership roles. Their work strengthens our ability to guide clients with clarity, care, and perspective in every phase of life.”
FourThought enters 2026 with continued focus on expanding its planning capabilities, deepening client relationships, and delivering thoughtful, values-driven advice to families, business owners, and institutions across Venice, Sarasota, Tampa Bay, Naples, and the broader Gulf Coast region.
About FourThought Private Wealth
FourThought Private Wealth is an independent Registered Investment Advisor based in Venice, Florida, with roots dating back to 1968 as Pinkerton Private Wealth. As part of Focus Financial Partners, the firm serves clients nationwide with a planning process that brings clarity, confidence, and structure to their financial lives, enabling them to make better decisions with less stress. FourThought collaborates with retirees, affluent individuals, and multi-generational families who prioritize preserving their quality of life and preparing the next generation for success. With deep expertise in holistic planning, legacy preparation, and family education, FourThought helps clients navigate complexity, stay aligned with their values, and make decisions that support long-term well-being. Visit fourthought.com or follow FourThought on LinkedIn.
FourThought Private Wealth is an investment advisory firm registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or expertise. FourThought Private Wealth is owned by FourThought Financial Partners, LLC, also an SEC-registered investment adviser.
This material is for informational purposes only and should not be considered personalized investment, tax, or legal advice. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results.
Any testimonials reflect unique client experiences and may not be representative of all clients. No compensation was provided for testimonials. Awards and recognitions, including those from Forbes and SHOOK Research, were independently determined; however, FourThought paid a licensing fee to use the logos in marketing materials. Forbes Methodology 2025.