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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)

6 advisors near 67357

Out of 400,000+ nationwide

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Thomas T

Series 63, Series 66

Parsons, KS

Edward Jones

Thomas Thomas Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he owns a commercial office rental business in Parsons, Kansas. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Parsons, KS

Edward Jones

Max Wilson is a financial advisor with Edward Jones in Parsons, KS, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in automotive sales and lawn care, and has experience related to university and construction businesses. Outside of his advisory role, he owns and operates Flyover Rental Company LLC, a local housing rental business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jill T

Series 63, Series 65

Parsons, KS

Edward Jones

Jill Thomas is a financial advisor at Edward Jones with 17 years of industry experience, all spent at the firm since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, Thomas is involved in crop farming and cattle operations through Thomas Farm in Welch, Oklahoma. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Artists or Creative
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Joshuah K

Series 66

Parsons, KS

LPL Financial

Joshuah Klonowski is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2017 and also serves as Vice President of Trusts & Investments at Commercial Bank, where he has worked since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of investment adviser representatives, supported by an in-house research team that constructs model portfolios and offers both strategic and tactical implementations.

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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Shane H

Series 66

Parsons, KS

LPL Financial

Shane Hughes is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Royal Alliance Associates and has maintained a role at Strategic Partners since 2021. Outside of his advisory work, he is involved with Dealer Direct Supply in a non-investment-related capacity. 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 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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Christopher L

CFP®, Series 63, Series 65

Parsons, KS

LPL Financial

Christopher Lubbers is a CFP® with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, Lubbers is a published author and owns fitness-related businesses in Parsons, Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with insurance and lending products.

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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