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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)

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Eddie C

Series 63, Series 66

Grenada, MS

Cetera

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as a board member for the Grenada Public School District, where he is involved in policy development. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

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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Jenny H

Series 66

Grenada, MS

Edward Jones

Jenny Herron is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles, including positions at the University of Mississippi Medical Center Grenada and Willow Anesthesia. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alfred B

Series 66

Grenada, MS

Cetera

Alfred Brassfield is a Series 66-registered advisor with Cetera, based in Grenada, MS, and has eight years of industry experience. His prior work includes roles at Edward Jones and Regions Bank. He serves as a board member for the North MS Exchange Family Center and is president of the Exchange Club of Grenada, where he leads weekly meetings and supports community initiatives. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, supported by a unique combination of retirement and institutional capabilities.

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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James H

CFP®, Series 66

Grenada, MS

Edward Jones

James Hutchinson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He manages his personal assets through Hutchinson Investments LLC and is a member of several family-owned entities, including Hulse Plantation LLC and Becka's Place LLC. He also has an inherited mineral lease in Lowndes County, Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Raymond B

Series 63, Series 66

Grenada, MS

Edward Jones

Raymond Bloodworth is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing a convenience store business and property ownership activities in Scobey, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lynn K

Series 63, Series 65

Grenada, MS

Raymond James & Associates

Lynn Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and possessing 23 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she has assisted as a proctor during ACT exams at Holmes Community College in Grenada, MS. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporations, charitable entities, and government clients. The firm offers both non-discretionary financial advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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John F

Series 66

Grenada, MS

Edward Jones

John Farrish is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for nine years at The University of Mississippi Medical Center. Outside of financial advising, he is the owner of Delta Suds LLC, a retail and service business, and co-owner of Everest Platforms LLC, a manufacturing and retail company, where he assists with product design and development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Technology Professional
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William B

Series 63, Series 65

Grenada, MS

Raymond James & Associates

William Branscome III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns and operates a family timber farm and serves as a director of a local hunting club that manages land use and club rules. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary relationships and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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