Top general retirement planning financial advisors working with gen z clients

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Pederson is the sole advisor at MP3 Finance LLC, an independent firm based in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to founding MP3 Finance LLC, he worked at Life Time Fitness and Sutter Health. Outside of financial advising, Pederson operates a personal training business and runs an educational YouTube channel. MP3 Finance LLC offers discretionary and non-discretionary portfolio management, financial planning, coaching, and SEP IRA services for individuals across various life stages. The firm employs a combination of fundamental and technical analysis with a focus on long-term holdings in stocks, bonds, and ETFs, incorporating options strategies and limited use of digital asset ETFs and margin for suitable clients.

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. since beginning his career in 2017. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individuals and organizations, serving both non-high-net-worth and high-net-worth clients. The firm uses a combination of passive and active investment strategies and conducts regular portfolio reviews, operating on a fee-only basis with a focus on longer-term holdings.

Nathan Haws is a financial advisor at Haws Financial Planning LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at Eastern University and Arizona State University. Haws Financial Planning provides wealth management and financial planning primarily to individual clients, focusing on passive investment management through index mutual funds and ETFs. The firm offers discretionary portfolio management and comprehensive planning services covering retirement, tax, estate, college savings, cash flow, and risk management.

Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country. I specialize in helping individuals who have recently received an inheritance use their newfound wealth effectively, as well as helping families who are interested in leaving money to loved ones or charities tax-efficiently. After earning a Bachelor of Science degree in Finance from Towson University, I continued my education, earning a Master of Science in Personal Financial Planning from the College for Financial Planning. Beyond my formal education, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR™ professional, a Chartered Financial Analyst™ charterholder, and additionally earned my AIF®, APMA®, CBDA®, CRPC®, and MPAS® designations. We serve young professionals (Gen Z, Gen Y/Millenials, and Gen X), young families, married couples, entrepreneurs, self-employed individuals, ultra high net-worth families, trusts, intergenerational families, baby boomers, entertainment industry professionals, startup founders, business owners, and small businesses. We help our clients with holistic financial planning including: retirement planning, investment planning & management, business planning, wealth management, new wealth planning, income planning, estate planning, charitable giving, portfolio management, home buying, cross-border planning, tax planning, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), and more. We can work on an advice-only basis if desired. As a fee-only fiduciary financial planner, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals. Designations & Degrees: • CFA® – Chartered Financial Analyst™ • CFP® – CERTIFIED FINANCIAL PLANNER™ • CPWA® – CERTIFIED PRIVATE WEALTH ADVISOR™ • AIF® – Accredited Investment Fiduciary™ • APMA® – Accredited Portfolio Management Advisor™ • CBDA® – Certified in Blockchain and Digital Assets™ • CRPC® – Chartered Retirement Planning Counselor™ • MPAS® – Master Planner Advanced Studies™ • B.S., Business Administration & Investments • M.S., Personal Financial Planning

Julie Mcnulty is a CFP® and ChFC® with 16 years of experience in financial advising. She has been with Financial Compass LLC, an independent firm based in Haddonfield, NJ, since 2009. Financial Compass LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm manages approximately $66 million in client assets and offers a specialized service called milz fp focused on millennial and Gen Z clients, emphasizing long-term, diversified portfolios with low-cost, tax-efficient mutual funds and ETFs.