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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)

60 advisors near 66092

Out of 400,000+ nationwide

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Dustin I

Series 66

Olathe, KS

Irish Capital LLC

Dustin Irish is a financial advisor at Irish Capital LLC with four years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory role, he serves as a board member for Friends of Infant Toddler Services, a nonprofit organization, and works as a stagehand for the Kansas City Chiefs. Irish Capital LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients. The firm constructs portfolios focused on ETFs and low-cost mutual funds, applying fundamental analysis and a long-term investment approach with tactical adjustments as needed.

Options & derivatives strategies Concentrated stock management
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Matthew Z

CFP®, Series 66

Olathe, KS

Zolton Wealth

Matthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.

General retirement planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Ryan K

Series 66

Gardner, KS

Atomic Planning LLC

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2021. Kilkenny served nine years in the United States Marine Corps before entering the financial services industry. Atomic Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and cyclical analysis, and offers planning services at no additional cost for asset management clients.

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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Bryon B

Series 65

Olathe, KS

Adaptive Advisory, LLC

Bryon Brooks is a financial advisor at Adaptive Advisory, LLC in Olathe, KS, holding a Series 65 designation with 10 years of industry experience. He has been with Adaptive Advisory since 2015. Outside of his advisory role, Brooks works as an operations consultant for small businesses, providing guidance on operational risks and challenges. Adaptive Advisory is an independent, single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm employs a long-term trading approach using fundamental, technical, and quantitative analysis, managing assets primarily in equities, fixed income, ETFs, and real estate funds.

College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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Parker O

CFP®, Series 65

Ottawa, KS

The Wealth Consulting Group

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Samuel D

Series 66

Olathe, KS

American Century Investments Private Client Group, Inc.

Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.

Tax-loss harvesting
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Tanner W

Series 65

Olathe, KS

Parallel Advisors, LLC

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Parallel Advisors, he held various roles including positions at The University of Alabama and entrepreneurial activities such as operating "Get Shredded With Tanner." Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, retirement plan consulting, financial planning, and limited tax preparation services. The firm employs a multi-faceted investment approach using fundamental, technical, and cyclical analysis and offers a range of investment strategies including mutual funds, ETFs, fixed income, and options.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Erica R

Series 66

Spring Hill, KS

Creativeone Wealth, LLC

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Mariner Wealth Advisors. In addition to her advisory role, she writes and publishes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Jonathan L

Series 66

Olathe, KS

Concurrent Investment Advisors, LLC

Jonathan Leeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach using a range of investment vehicles and offering various advisory and managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Greer K

Series 63, Series 65

Olathe, KS

Victory Financial

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Wealth management Retired Founder/Business Owner Approaching retirement
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Rick O

Series 63, Series 65

Olathe, KS

Madison Avenue Securities, LLC

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Client One Securities, LLC and Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in several community and business activities, including serving as President Emeritus of the Better Business Bureau of Greater Kansas City and participating in financial education through workshops and nonprofit boards. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms, employing various investment strategies and custodial arrangements.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Colin D

Series 63, Series 65, Series 66

Olathe, KS

Empower Advisory Group

Colin Dawson is a financial advisor with Empower Advisory Group in Olathe, KS, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with GWFS Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Andrew E

Series 63, Series 65

Olathe, KS

Empower Advisory Group

Andrew Eldridge is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at GWFS Equities, Inc., T Rowe Price, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ryan S

Series 63, Series 66

Olathe, KS

Empower Advisory Group

Ryan Schweiger is a financial advisor with Empower Advisory Group in Olathe, Kansas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Empower Advisory Group in 2025, he was associated with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark M

Series 65

Olathe, KS

Integrity Alliance, LLC

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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David T

Series 63, Series 65

Olathe, KS

Transamerica Retirement Advisors, LLC

David Tritt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management for portfolio construction and ongoing oversight, operating at scale with a large client base and substantial non-discretionary assets.

General retirement planning Retirement income strategy Income planning
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Marion J

Series 66

Olathe, KS

Principal Financial Services

Marion Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Principal Life Insurance Company since 2000. In addition to his advisory role, Johnson serves as a bank officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Steven B

Series 66

Olathe, KS

Empower Advisory Group

Steven Brown is a financial advisor with Empower Advisory Group in Olathe, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Great-West Financial from 2019 to the present and at Edward Jones from 2014 to 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated services leverage proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within platforms tied to Empower’s recordkeeping and administrative systems.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Gregory T

Series 66

Olathe, KS

Creative Planning

Gregory Trainor is a Series 66-licensed financial advisor with Creative Planning in Olathe, Kansas, where he has worked since 2014. He has 12 years of industry experience. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process featuring low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Gary R

Series 63

Olathe, KS

Ameritas Advisory Services, LLC

Gary Rialti is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. His prior work includes a 20-year tenure at Waddell & Reed, Inc., followed by roles at LPL Financial and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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