Our Team

Group 516
We work

For You

Our qualified financial professionals are passionate about helping individuals and families achieve their ideal retirements. Meet the team ready to put its nose to the grindstone for you.

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Adam Bruno, Certified Financial Fiduciary

Founder & President

Adam specializes in helping individuals and families achieve their financial goals and visions through advanced retirement planning and private wealth management.

“Retirement isn’t about performance,” says Adam. “It’s about vision and goals.”

Adam founded Evolution Retirement Services in January 2018 to help clients and their families pursue financial independence. His hard work and dedication to consistent growth, study and evolving with the times help ensure his clients receive the most relevant and up-to-date retirement strategies.

Adam has earned the title Certified Financial Fiduciary® and upholds the highest moral, ethical, and fiduciary standards. He published his first book, “They Lied: The Real Cost of Your Retirement,” in 2020. Adam has been featured in other publications and news outlets such as Kiplinger, FOX4, NBC2, ABC, Wink, Good Neighbor Podcast and Health and Wellness Magazine.

Adam earned bachelor’s degrees in Theatre and English Literature and a master’s degree in Secondary Education, all from Niagara University. He moved from Niagara Falls, New York, to Florida in 2006 and North Fort Myers in 2013, but he remains an avid Buffalo Bills fan!

A dedicated family man, Adam loves spending his time outside of work with his wife, Kelly-Ann, and their four children, Austin, Emeilia, Maverick Myles, and Scarlett Skye. His hobbies and interests such as Disney, competitive flag football, golf, theatre and writing all continue to fuel his passion for what he does every day, and his creative talents help propel Evolution Retirement Services forward.


Kurt Traulsen

Founder & Vice President

Lauren Traulsen

Marketing Manager

Martha Wilson

Client Service Manager


Chief Barketing Officer

Strategic Relationships

Ralph A. Marcus, CPA, MBA

Tax Planning

Eric Higginson, CPA

Higginson Tax & Accounting, LLC

Greg Nussbickel, JD, LLM

The Nussbickel Law Firm, P.A.

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