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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)

10 advisors near 47586

Out of 400,000+ nationwide

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James W

CFP®, Series 63

Tell City, IN

Commonwealth Financial Network

James Waninger is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as Owner and President of Onyx Private Wealth, Inc. Prior to his current roles, he worked at Ameriprise Financial Services, Inc. for 14 years. He is also a board member of the Perry County Sheriff's Merit Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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

Series 66

Tell City, IN

Commonwealth Financial Network

James Waninger is a financial advisor with Commonwealth Financial Network based in Tell City, Indiana. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Onyx Private Wealth and J. Kevin Waninger. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

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

Series 66

Tell City, IN

Commonwealth Financial Network

Madeline Dauby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has held positions at Onyx Private Wealth, Old National Bank, Indiana University, and Perry Central Junior/Senior High School. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

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

Series 63, Series 66

Tell City, IN

Edward Jones

Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

ChFC®, Series 66

Santa Claus, IN

Edward Jones

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 and offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

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

Series 66

Santa Claus, IN

Raymond James Financial

Seth Windell is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Windell served on the Santa Claus Town Council for ten years, from 2013 to 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through fact-finding interviews, risk profiling, and a variety of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Katherine S

Series 66

Santa Claus, IN

Raymond James Financial

Katherine Sigler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience at Kimball Hospitality and Kimball Office. In addition to her role at Raymond James, she works as an independent contractor financial advisor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Mallory C

Series 66

Tell City, IN

Edward Jones

Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Emily W

Series 63, Series 65

Tell City, IN

OSAIC

Emily Winter is a financial advisor at Osaic with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Sagepoint Financial, Inc. for 14 years. Winter serves as a board member of the And-Tro Water Authority, a nonprofit focused on water expansion in the rural community. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and uses a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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Brandon G

Series 63, Series 66

Tell City, IN

Edward Jones

Brandon Gaynor is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, S&S Seating, Eagles Wings Zipline, and the University of Southern Indiana. He serves on the finance council of Saint Isidore the Farmer Catholic Church in Bristow, IN. 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 and operates a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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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