Financial advisors for Retirement Planning

Jill Spatola is a Wealth Management Advisor with over 25 years of experience in the financial services industry. She currently works with Merrill Lynch Wealth Management, focusing on providing consistent performance, personalized guidance, and strategic portfolio tracking. Jill acts as the quarterback for her clients' Wealth Management Plans, collaborating closely with clients' attorneys, CPAs, and Medicare specialists to ensure all aspects of their financial plans are aligned. Her areas of expertise include managing personal and corporate retirement plans, income planning, personal wealth analysis, corporate actions, and small to mid-size company retirement plans and employee education workshops. She serves as a financial advisor for the retirement planning needs of real estate professionals and works with clients on a range of services such as legacy planning, tax minimization, and retirement income. Jill graduated from the University of Massachusetts in 1996 and completed additional coursework through Bryant University. She holds multiple professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Financial Consultant® (ChFC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jill is actively involved in her community, coaching for Girls on the Run, serving on the board for Animal Welfare of Charlotte County, and participating in organizations such as Women United of Charlotte County, Punta Gorda Chamber of Commerce, and Charlotte County Chamber of Commerce. She previously served on the Board of Directors for School on Wheels of Massachusetts for seven years.

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.

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.

Joseph Scorsone is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Joseph's educational background includes earning a High School Diploma from Hanover Park High School, attending the County College of Morris without obtaining a degree, and completing an Accredited Certificate Program at the College for Financial Planning. His profile reflects a focus on retirement planning and investment advising within his role at Merrill Lynch.