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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)

9 advisors near 40033

Out of 400,000+ nationwide

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Christopher M

CFA®, Series 63

Lebanon, KY

Chadds Ford Wealth Partners, LLC

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Wealth management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired
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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Creative Financial Designs since 2008 and currently serves as a consultant-CPA at White and Company PSC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Charles C

Series 66

Springfield, KY

Truist Advisory Services

Charles Curtsinger is a financial advisor with Truist Advisory Services in Springfield, KY, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Truist Bank and KT Black Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist entities.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David W

Series 65, Series 66

Lebanon, KY

LPL Financial

David Winebrenner Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in managing an insurance agency. 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 financial planning and investment management 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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Brandon T

Series 66

Springfield, KY

Edward Jones

Brandon Taylor is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed by Marriott and Eastern Kentucky University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Bradford C

Series 63, Series 66

Lebanon, KY

Edward Jones

Bradford Cox is a financial advisor with Edward Jones in Lebanon, KY, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked at Edward Jones since 2009. Cox serves as a director of the Marion County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

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

Series 66

Lebanon, KY

Edward Jones

Kalei Cox is a financial advisor at Edward Jones in Lebanon, KY, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, Cox worked at several companies across different industries, including Parker Industrial Supply and Central Kentucky Optometric Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets under management and has 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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Abby W

Series 65, Series 66

Lebanon, KY

Edward Jones

Abby Wiser is a financial advisor at Edward Jones with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2025, she worked at Cerity Partners and ARGI Investment Services, LLC, and has experience in financial education roles at the WKU Center for Financial Success and WKU. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and affiliated funds.

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