Top medicare planning financial advisors in Tampa, FL

Alexander Worrell is a financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2017 and previously spent a year at Thyssenkrupp Elevator. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process that integrates quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Craig Moore is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2024. His prior experience includes roles at MFS Fund Distributors, Inc. and Nationwide Investment Services Corp. He has also served as a Director of Logistics for the Rhode Island Army National Guard since 2000. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment offering.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.

Sefton Barnes is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Kingsbury Financial Advisors, Trinity Wealth Securities, Florida Financial Advisors, and Merrill. He also works as a fixed insurance agent in Tampa, focusing on fixed insurance sales. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm operates as an RIA-aggregator, supporting independent practices with tailored portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Devin Richard is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Agia and Valic Financial Advisors. Devin is involved with WealthFusion, Inc., a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Charles Pritchett is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans that address clients' unique ambitions, including education funding, retirement lifestyle planning, and long-term family goals. His approach emphasizes simplicity and transparency in investment management to help clients navigate the complexities of wealth planning. Mr. Pritchett holds both a Bachelor's and a Master's degree from Salisbury University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, gardening, and spending time with his family.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.