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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 68780

Out of 400,000+ nationwide

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Benjamin K

Series 66

Stuart, NE

Prosperity Capital Advisors

Benjamin Kaup is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Brokerage Services, Inc. In addition to his advisory role, Mr. Kaup is a certified public accountant and owner of Kaups Tax Advisors P.C., a tax preparation and accounting firm. He also serves as Vice President of the Stuart Community Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios and specialized strategies, utilizing mutual funds, ETFs, SMAs, and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Connor O

Series 66

Atkinson, NE

LPL Financial

Connor Osborne is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Waddell & Reed Inc and MCMILL Advisors & Associates. Outside of his advisory work, he is involved with ComPro as an insurance agent. 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 combines large-scale advisory operations with insurance and credit 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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Miles G

Series 63, Series 65

Atkinson, NE

LPL Financial

Miles Garwood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His professional background includes roles at Waddell & Reed and BlueCross BlueShield of Nebraska. Outside of advising, he is involved in several business ventures including ownership of a ranch and equipment company, as well as participation in insurance-related activities. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

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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Jay W

Series 63, Series 65

Stuart, NE

OSAIC

Jay Wallinger is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America, Summit Brokerage Services, and VSR Financial Services. Wallinger volunteers with the Stuart Community Foundation Fund and the Stuart Development Corporation and serves on the Nebraska Community Foundation Investment Committee. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Jon S

Series 63, Series 66

Stuart, NE

LPL Financial

Jon Schmaderer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. Schmaderer is also President and CEO of The Tri-County Bank and serves as a board member for Butte State Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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