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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)

5 advisors near 55310

Out of 400,000+ nationwide

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Tami S

Series 63, Series 65

Bird Island, MN

LPL Financial

Tami Stovern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Investment Centers of America, Inc. from 2003 to 2017 before joining LPL Financial in 2017. Stovern serves as a board member of the Bird Island Hawk Creek Mutual Insurance 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. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through 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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Austin N

Series 66

Olivia, MN

Edward Jones

Austin Neubauer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved with Turnkey Properties of Minnesota and Southern Minnesota Beet Sugar Cooperative. Outside of his advisory role, Neubauer owns several storage unit businesses in Minnesota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joseph S

Series 66

Olivia, MN

Raymond James Financial

Joseph Schulte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has experience in banking and municipal roles. Schulte is also the CEO of JPSchulte Wealth Advisors and Joe Schulte Properties, a business that owns the building where his advisory firm operates. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and access to various managed account programs.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cory H

Series 63

Olivia, MN

OSAIC

Cory Hebrink is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Outside of his advisory work, Hebrink serves as a board member for the Renville County West School Board and is the secretary of the RCW Baseball/Softball Association. He also holds a short-call substitute teaching license and has experience in insurance sales involving investment products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Kevin H

Series 66

Olivia, MN

Edward Jones

Kevin Hurley is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has four years of industry experience, including prior roles at Wells Fargo Bank and Wells Fargo Clearing. Before transitioning to finance, he worked in operations at FedEx and West Central Steel. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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