Top financial advisors working with clients approaching retirement in Panama City, FL

Joe King Jr. is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Raymond James & Associates. Outside of his advisory role, he is an author with several published works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services.

John Farrell is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Hancock Whitney Bank. Outside of his advisory role, he serves as a board member for Anchorage Children's Home. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employers, corporations, charities, and institutional clients. The firm provides access to multiple investment strategies and third-party managers within a large multi-manager platform.

Malissa Romack is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2011. She has 28 years of industry experience and holds a Series 63 license. Outside of her advisory role, she serves as an Attorney-in-Fact and Trustee for investment-related entities in the Panama City area. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Bradlee Hilley is a CFP® professional with 10 years of experience, currently serving with First Command Advisory Services. He has worked with affiliated First Command entities since 2016 and serves in the United States Army National Guard since 2013. Outside of advising, he is involved in a local coffee shop business, Hilltrust Coffee, LLC. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and asset management through model portfolios and third-party managers selected by an internal Investment Management Team.

Richard Filippi is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he leads and moderates discussions on current foreign policy topics for the Encore Life-long Learning program at Gulf Coast State College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

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.