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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

13 advisors near 15530

Out of 400,000+ nationwide

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Albert G

Series 66

Somerset, PA

Capital Analysts

Albert Gaiardo is a financial advisor with Capital Analysts and holds the Series 66 designation. He has three years of industry experience and has been affiliated with both Capital Analysts and Lincoln Investment since 2022. Outside of his advisory roles, he has been involved with the Ligonier Valley School District since 1996. Capital Analysts serves a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, trust companies, and other institutional clients. The firm manages approximately $8.9 billion in advisory assets and employs a quantitative investment process supported by an in-house research team, offering a range of portfolio options with varying levels of discretionary authority.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Stephanie C

Series 66

Somerset, PA

PNC Wealth Management

Stephanie Conde is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments, LLC since 2016. Outside of her advisory role, she is a partner in Divorce Squad, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to employees. The firm’s investment approach utilizes approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties and an emphasis on algorithm-driven risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
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Dennis H

Series 63, Series 65

Somerset, PA

PNC Wealth Management

Dennis Hunt is a financial advisor at PNC Wealth Management with 36 years of industry experience. He has held his current position since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Claude R

Series 63, Series 65

Somerset, PA

Commonwealth Financial Network

Claude Rice Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory work, he is a part owner of a family farm that is rented out. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Emily R

Series 63, Series 66

Somerset, PA

LPL Financial

Emily Raupach is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Janney Montgomery Scott, LLC and Osaic Institutions, Inc. Raupach is also affiliated with Somerset Trust Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Aaron B

Series 66

Berlin, PA

LPL Financial

Aaron Benford is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joshua B

Series 66

Somerset, PA

LPL Financial

Joshua Barron is a financial advisor with LPL Financial in Somerset, PA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of advising, he serves as a board member of the Somerset Country Club and has a side business as a Beach Body coach. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William S

CFP®, Series 66

Somerset, PA

LPL Financial

William Stoy is a CFP® professional with 22 years of industry experience, currently serving at LPL Financial since 2007. He holds a Series 66 license and operates out of Somerset, PA. Stoy also conducts financial planning under the DBA Boyer Financial Planning. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Laraine S

Series 63

Fairhope, PA

Wells Fargo Clearing

Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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David T

Series 66

Somerset, PA

Edward Jones

David Turkovich Sr. is a financial advisor with Edward Jones in Somerset, PA, holding a Series 66 designation and 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Matthew S

Series 66

Somerset, PA

LPL Financial

Matthew Stahl is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Somerset Trust Company, J. Alden Associates, MPB Wealth Management, Mid Penn Bank, Cetera, and FNB Wealth Management. Outside of advising, Stahl serves on the board of the Stahl Mennonite Cemetery, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Scott F

Series 66

Somerset, PA

Cetera

Scott Fisher is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He previously worked with Avantax entities for over 15 years before joining Cetera. Outside of his advisory role, he provides tax preparation and accounting services for individuals, businesses, and trusts. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a comprehensive advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Tanner D

Series 66

Somerset, PA

Cetera

Tanner Dick is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2022. Prior to this, he was employed at StretchPak, Inc., Laurel Auto Group, and served in the Pennsylvania Army National Guard. He also receives compensation for referrals to the First National Bank Trust Department. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of advisor-managed accounts and model portfolio programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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