St. Petersburg, FL Office

William Marsh is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He previously worked at Fisher Investments for seven years and Ameriprise Financial for three years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Brett Patmore is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 66 designation and has previously worked with Seneca Financial Advisors LLC and Equitable Advisors, LLC. Outside of his advisory role, he operates several online resale businesses on platforms such as eBay, DePop, and Grailed. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools to provide both discretionary and non-discretionary investment management, emphasizing diversified portfolios and long-term strategies.

Joseph Zangerle is a financial advisor at Edelman Financial Engines in St. Petersburg, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His previous roles include positions at RJX Partners, Jackson National Life Distributors, Allstate, Farmers Insurance, and State Farm. Outside of the financial industry, he owns and manages a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Danielle Chaisson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Ascensus, Charles Schwab, and T. Rowe Price Investment Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of investment solutions combining proprietary modeling with planner guidance, emphasizing diversified, long-term portfolios and serving approximately 477,000 clients with a broad mix of managed accounts and online advice options.