Financial advisors for Retirement Planning

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Leah Bartley is a financial advisor with Merrill Lynch Wealth Management who focuses on helping clients grow their wealth and achieve their individual financial goals. She specializes in designing customized strategies that address complexities in investing and wealth planning, providing clients with personalized guidance to take control of their financial future. Since becoming a licensed financial advisor in 2003, Leah has developed expertise in executive compensation, family wealth management strategies, retirement planning, portfolio management, philanthropic planning, and services for endowments, foundations, and non-profits. She holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS), reflecting her advanced knowledge in retirement planning, asset allocation, employer-sponsored plans, and tax-efficient investing. Leah has also completed graduate-level training in long-term care and special needs planning. Leah’s personal experiences, including caring for her parents, have influenced her approach to financial planning, emphasizing preparation for life’s transitions. Outside of her professional work, she is actively involved in community service, particularly in rescuing and caring for feral cats, an effort for which she has received the Presidential Volunteer Service Award. Her personal interests include antiquing, camping, cooking, gardening, genealogy, music, photography, swimming, traveling, and spending time with her family. Leah earned her high school diploma from the University of New England.

John Kriegshauser is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various positions including Workplace Financial Consultant, Director of Retirement Planning, Retirement Planner, and Retirement Planner Associate. His career has focused on retirement planning and workplace financial consulting. John holds an Arkansas Insurance License, supporting his work in financial planning and advising. He approaches financial planning as a vocation, aiming to educate and empower members of his community by co-creating clear and personalized financial plans that help clients pursue their important life goals. Outside of his professional work, John enjoys spending time with his family and engaging in outdoor activities such as golf, hiking, skiing, and traveling.

Taylor Skees is currently serving as Vice President and Financial Consultant at Fidelity Investments. In this role, Taylor works closely with clients and their families to develop and monitor financial plans aimed at achieving their financial and lifestyle goals. Taylor has been with Fidelity Investments since 2014, progressing through roles including Director, Retirement Planner and Retirement Solutions Representative. With over 14 years of experience in the financial industry, Taylor has a background that includes positions as a Registered Representative at both Allstate Financial and Western & Southern Financial Group prior to joining Fidelity. This experience has contributed to a comprehensive understanding of retirement planning and financial consulting. Taylor's approach centers on building long-term relationships with clients and utilizing Fidelity's resources to support their financial objectives.

Alex Love is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2017. Alex has been with Fidelity Investments since 2008, progressing through various positions including Director of Retirement Planning, Financial Consultant, Investment Consultant, and Retirement Relationship Manager. This extensive experience has provided Alex with a comprehensive understanding of financial consulting and retirement planning. As a Certified Financial Planner™, Alex focuses on retirement planning tailored to the specific needs of clients, emphasizing education and goal-based planning. Alex holds insurance licenses in Arkansas and California. Outside of professional responsibilities, Alex has personal interests that include family activities, fitness, football, snowboarding, and traveling.

Rylee Williams is a Financial Consultant at Fidelity Investments, a position held since 2024. She has progressed through various roles within Fidelity, including Workplace Planning Consultant III from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, and Workplace Planning Consultant I in 2022. Her professional focus is on improving the financial wellbeing of her clients by understanding their priorities and those of their families. Rylee holds insurance licenses in Arkansas and California, supporting her expertise in financial and insurance planning. Outside of her professional work, Rylee enjoys outdoor activities such as camping, golf, hiking, and running, as well as watching movies.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Andrew Cencula is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The Cencula Group, a team with over 35 years of combined experience in the financial services industry, providing comprehensive wealth management services to individuals and families nationwide. Andrew focuses on retirement planning and aims to simplify clients' financial lives by addressing asset management, banking, lending, and planning needs. His approach emphasizes education and information sharing to help clients understand their options and develop long-term financial strategies, with an emphasis on asset allocation and diversification. Andrew joined Merrill Lynch Wealth Management in 2014 after earning a bachelor's degree from the University of Wisconsin. He holds the Personal Investment Advisor (PIA) designation and works closely with clients such as corporate executives, professors, and doctors. His expertise includes equity compensation services, family wealth management, socially responsible investing, tax minimization, and retirement income strategies. He frequently presents seminars on topics like caregiving, retirement preparation, impact investing, and wealth management for same-sex couples. Beyond his professional work, Andrew is involved with organizations including the Human Rights Campaign, Adopt-A-Class, and Green Umbrella. He has personal interests in camping, football, golfing, hiking, music, reading, rock climbing, tennis, traveling, and spending time with his family.

Monica Navarro is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on helping clients work toward their financial goals, including retirement planning, tax-efficient investing, managing health care expenses, and legacy planning. Monica emphasizes starting with a conversation to address these and related topics. Monica has been with Fidelity Investments since 2016, serving previously as a Planning Consultant from 2021 to 2022 and as a Relationship Manager from 2016 to 2021. She holds insurance licenses in Arkansas and California. Outside of her professional role, Monica is interested in art, family activities, fitness, outdoor adventures, parenthood, and volunteering.

Zeb Scott is a Financial Consultant at Fidelity Investments, where he applies a relationship-focused approach to help clients develop and execute comprehensive financial plans. He emphasizes understanding clients' personal situations and priorities to support their financial and lifetime goals. Scott has extensive experience within Fidelity Investments, having held multiple roles since 2012. His career progression includes positions as Private Client Group Service Associate, Retirement Relationship Manager, Portfolio Specialist, Senior Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Scott engages in activities such as boating, camping, fishing, kayaking, fitness, and spending time with family.