Top financial advisors working with mid-career professionals in Ferry Pass, FL

Patrick Lanza is a financial advisor with Cambridge Investment Research Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Lambert Lanza CPAs and operates Lanza Financial Services, LLC. Lanza also serves as a board member for Mission Ascend, Inc. and holds a treasurer position with the Creighton Center Owners' Association, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platforms.

Olivia Di Filippo is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. She previously worked at Swan Capital, LLC for three years and has background experience in client services and advisory roles. Outside of financial advising, she has been involved with several community organizations and church activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers using a largely non-discretionary model.

Joel Dunham is a CFP®-designated financial advisor with Edward Jones, based in Pensacola, FL, with 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he is a partner in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 advisors.

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Silver Oak Securities, Inc., First Heartland Capital Inc, and Pensacola State College. Outside of advising, he owns Steele Insurance Agency, which focuses on Medicare insurance sales and other insurance products. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, and ERISA plan services using a variety of investment analysis methods and maintains a relatively large client base for its size.

Justin Gates is a financial advisor with Cetera in Pensacola, FL, holding a Series 66 credential and 10 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for nine years and currently owns multiple related entities, including LifeCycle Wealth Advisors LLC and Lifecycle Tax Resolution Specialists LLC, focusing on tax advising, IRS representation, and financial services. He also operated Harry Gates Enterprises, Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures and custodial relationships.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.