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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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Austin K

Series 66

Louisville, IL

Mariner Advisor Network

Austin Kemmerer is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Mariner Advisor Network and has previously worked at firms including LPL Financial, Mariner Wealth Advisors, Sagepoint Financial, and Edward Jones. Outside of his advisory work, he is involved in farming operations. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, access to model portfolios and third-party managers, and technology-enabled managed account programs.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner Executive Retired
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Landon C

Series 66

Flora, IL

Benjamin F. Edwards & Company, Inc.

Landon Carder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at First National Bank of Olney and has been involved with AssistX LLC since 2019. He also has experience in education, having worked at Flora School District and Olney Central College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with regular strategic oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Steven D

Series 63, Series 65

Flora, IL

Benjamin F. Edwards & Company, Inc.

Steven Duke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Benjamin F. Edwards in 2019. Outside of his advisory role, he is a 25% owner of RDZ LLC, an entity for personal use of an airplane shared with partners. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a financial advisor with Edward Jones in Flora, IL, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his career in finance, he served with the St. Louis County Police Department for 17 years. Outside of advising, he is a partner in CSquared Works LLC, a real estate and storage business where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a 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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Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. She has worked with Fidelity Investments and Fidelity Brokerage Services, and previously held roles at ConnectedMined, Premier Designs, Allegiance Title Company, Bk Consulting, Young Living, and MDM Energy. Outside of her advisory role, she has been involved with Young Living in a personal capacity related to essential oils and wellness products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Cody F

Series 66

Flora, IL

Edward Jones

Cody Fisher is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and seven years of industry experience. His career includes positions at American Fidelity, Dever Distribution, and J. Williams Farms Inc. He serves as a board officer for the Olney Basketball League in Olney, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Heather B

Series 66

Flora, IL

Edward Jones

Heather Blank is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of H D Blank LLC, a rental business in Louisville, Illinois. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Zachary Y

ChFC®, Series 63, Series 65

Louisville, IL

LPL Financial

Zachary Youngblood is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of experience in the financial services industry, including previous roles at Country Trust Bank, Country Insurance Affiliates, Country Capital Management Co, and COUNTRY FINANCIAL. Outside of his advisory work, he serves as president and agent of The Youngblood Group, Inc., an insurance agency. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment 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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Dillon J

Series 66

Flora, IL

Edward Jones

Dillon Johnson is a financial advisor at Edward Jones with a Series 66 designation and four years of experience in the industry. His prior work history includes roles at Glass and Schuffet LTD, Greer Management Services, Roofclaim.com, Intuit, and other firms. 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 through a national network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Flora, IL

Edward Jones

Andrea Merrick is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of experience in the industry. She has been with Edward Jones since 2016 and previously worked at Jos A Bank Clothiers for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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