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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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Douglas F

Series 66

Marshall, IL

LPL Financial

Douglas Findley is a financial advisor with LPL Financial in Marshall, Illinois, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, he worked at Indiana University and Indiana State University in various roles between 2014 and 2021. 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 wide range of investment solutions supported by an in-house research team and delivers services 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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Tiffani H

Series 66

Marshall, IL

Edward Jones

Tiffani Higginbotham is a financial advisor at Edward Jones in Marshall, Illinois, holding a Series 66 designation with two years of experience at the firm and over a decade of prior experience at Casey State Bank. She has reported minor income from Mary Kay activities but holds no responsibilities in that area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Educators, Teachers, and Academics
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Kent M

CFP®, Series 66

Marshall, IL

Edward Jones

Kent Mitchell is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He holds the Series 66 designation and is based in Marshall, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Logan E

CFP®, Series 66

Marshall, IL

Edward Jones

Logan Eitel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Campus Outreach Indianapolis for five years. Outside of his advisory role, he coaches the varsity boys basketball team at Marshall Schools and is a partner in a holiday lighting business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated services through a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 66

Marshall, IL

LPL Financial

Susan Saxton is a financial advisor with LPL Financial in Marshall, Illinois, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor firms since 2000. Saxton serves as a board member of the Edgar County Assessments Board of Review, a non-profit entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice.

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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