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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)

30 advisors near 69101

Out of 400,000+ nationwide

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Echo P

ChFC®, Series 63, Series 66

North Platte, NE

ECHO Financial LLC

Echo Pelster is a financial advisor at ECHO Financial LLC in North Platte, NE, holding the ChFC® designation with 11 years of industry experience. Pelster has worked at several firms including Thrivent Financial, New York Life Insurance Co, and Eagle Strategies LLC. Outside of advisory work, Pelster operates an insurance business under Echo Pelster Insurance LLC. ECHO Financial provides discretionary asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm offers trust implementation support and educational seminars, utilizing a combination of fundamental, technical, charting, and cyclical analysis in portfolio management.

General retirement planning Life insurance needs analysis Tax strategies for small businesses General estate planning guidance Trust structures (GRAT, IDGT, revocable)
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Darrel S

Series 63, Series 65

North Platte, NE

First Nebraska Financial Services

Darrel Smith is a financial advisor at First Nebraska Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Nebraska Advisory LLC since 2019, following nineteen years at Royal Alliance Associates, Inc. Smith serves as a board member of the Nebraska Golf Association, participating in quarterly meetings and volunteering at golf tournaments. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily through mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis with regular reviews and rebalancing.

Wealth management Retirement income strategy
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John S

Series 63

North Platte, NE

First Nebraska Financial Services

John Smith is a financial advisor with First Nebraska Financial Services, holding a Series 63 designation and 44 years of industry experience. He has worked at First Nebraska Advisory LLC since 2019 and previously spent 19 years with Royal Alliance Associates, Inc. Smith also serves as Chairman and President of First Nebraska Financial Services, Inc. and holds a Notary Public license. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach using mutual funds and model portfolios, generally managing client accounts on a non-discretionary basis.

Wealth management Retirement income strategy
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Mitchell S

Series 63, Series 66

North Platte, NE

First Nebraska Financial Services

Mitchell Smith is a financial advisor at First Nebraska Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at OppenheimerFunds Distributor, Inc. and ongoing roles at First Nebraska Advisory LLC and OSAIC. First Nebraska Advisory LLC provides investment management, financial planning, and ERISA plan advisory services to a range of clients including individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a strategic, risk-based asset allocation approach primarily using mutual funds and model portfolios, managing client accounts mostly on a non-discretionary basis.

Wealth management Retirement income strategy
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Troy F

Series 63, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Troy Fry is a financial advisor with Professional Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Investments and Wells Fargo Bank, with tenures of 10 and 21 years respectively. Outside of finance, he assists with event setup and teardown for weddings in Hastings, Nebraska. Professional Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, foundations, and other entities through discretionary portfolio management, financial planning, and retirement consulting. The firm integrates investment management with accounting and specialized retirement consulting, operating across seven offices and managing approximately $614 million in assets for over 2,000 clients.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Mark M

CFP®, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Mark Mayfield is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Professional Financial Advisors, LLC since 2020 and previously held roles at LPL Financial LLC, Securities America Advisors, Tomorrow's Money, and Nebraskaland National Bank. Mayfield is also an independent insurance agent licensed in life and annuities, sickness/accident and health, and variable contracts. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, pension plans, trusts, estates, foundations, and other entities. The firm manages approximately $614 million in assets across more than 2,000 clients, offering customized investment management and maintaining affiliations with accounting and retirement consulting firms.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Douglas P

CFP®, ChFC®, Series 63, Series 65

North Platte, NE

Professional Financial Advisors, LLC

Douglas Peterson is a CFP® and ChFC® with 41 years of experience in the financial industry. He is a managing member of Professional Financial Advisors, LLC and has worked at the firm since 2003, with prior experience at Sagepoint Financial, Inc. Peterson also teaches adult education classes through the Priority Adult Learning Institute and serves as secretary for Donna's Office Services, LLC, a consulting firm for railroad retirees. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and business entities. The firm uses a combination of mutual funds, third-party models, and direct securities and is affiliated with accounting and specialized retirement consulting firms, serving over 2,000 clients with approximately $614 million in assets under management.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Kayla D

Series 65

North Platte, NE

Professional Financial Advisors, LLC

Kayla Douglas is a financial advisor with Professional Financial Advisors, LLC, holding a Series 65 designation and having four years of industry experience. She has been with Professional Financial Advisors since 2018 and previously worked at Mid Plains Community College and the City of North Platte Parks & Recreation. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and related advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and business entities. The firm utilizes a customized investment approach with mutual funds, third-party models, and direct securities, and maintains institutional relationships and affiliations that support specialized retirement consulting and accounting integration.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Marc W

Series 63, Series 65

North Platte, NE

Professional Financial Advisors, LLC

Marc Werkmeister is a financial advisor with Professional Financial Advisors, LLC in North Platte, Nebraska, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior experience includes roles at Sagepoint Financial Inc. and ongoing involvement with Donna’s Office Service, LLC and the Priority Adult Learning Institute, where he instructs adult education classes related to the financial environment. Outside of advisory work, he is a co-owner and operator of Werkmeister Farms and a partner in a local car wash business. Professional Financial Advisors, LLC offers discretionary portfolio management, financial planning, and retirement plan consulting services to individuals, pension plans, trusts, estates, foundations, and various business entities. The firm manages approximately $614 million in assets across more than 2,000 clients and maintains affiliations with accounting and specialized retirement consulting firms, supporting a multi-office presence and a mix of investment platforms.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Bradley H

Series 63, Series 65

North Platte, NE

Professional Financial Advisors, LLC

Bradley Hisel is a financial advisor at Professional Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBL Marketing Services, LLC, FBL Financial Group, Shelter Mutual Insurance, and Sandhills Distributing. Outside of his advisory role, he is the owner and managing partner of 777 Legacy and Wealth LLC. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for a diverse client base including individuals, pension plans, trusts, and institutional clients. The firm combines customized investment management with a multi-office presence and specialized institutional relationships.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Bernard W

CFP®, Series 63, Series 66

North Platte, NE

Professional Financial Advisors, LLC

Bernard Wurts is a CFP® professional with 30 years of industry experience, currently serving at Professional Financial Advisors, LLC. He has worked at Sagepoint Financial, Inc. and has been involved with the Priority Adult Learning Institute since 2017, where he instructs adult education classes in the Midwest. Professional Financial Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, institutions, and various entities. The firm manages approximately $614 million in assets for over 2,000 clients and is affiliated with specialized accounting and retirement consulting firms, supporting a broad range of client needs through multiple offices.

Annuities Retirement income strategy General retirement planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Susan M

Series 65

North Platte, NE

Avantax Planning Partners, Inc.

Susan Maline is an Investment Advisor Representative at Avantax Planning Partners, Inc. with two years of industry experience. She holds a Series 65 designation and has been serving clients since 2023. In addition to her advisory role, Maline is the secretary of McChesney Martin Sagehorn, P.C., a public accounting firm, and is involved in managing a community BMX track as treasurer of 308 BMX, Inc. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group with access to multiple affiliated financial and consulting entities.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Kenneth P

Series 66

North Platte, NE

Bankers Life Advisory Services, Inc.

Kenneth Patterson Jr. is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience. His background includes roles at Bankers Life Advisory Services, Bankers Life Securities, ProEquities, Inc., and Bankers Life and Casualty, where he also serves as an insurance agent and unit sales manager. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Wealth management Retired
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Jordan K

Series 66

North Platte, NE

Ameritas Advisory Services, LLC

Jordan Krenik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Envision Wealth Network, Central Financial Services, Ameritas Investment Company, and Barth Financial Wealth Management Group. Outside of his advisory roles, he is involved in annuity and life insurance policy services and sales. 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 services, employing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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

Series 66

North Platte, NE

Raymond James Financial

Misty Robertson is a financial advisor with Raymond James Financial Services Advisors, Inc. in North Platte, NE, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo Bank for 22 years and is involved as a sole proprietor in an agriculture and farming business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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David P

Series 66

North Platte, NE

Wells Fargo Clearing

David Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Eric P

Series 66

North Platte, NE

Edward Jones

Eric Peterka is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a board member for the Sutherland School Board in Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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Casey S

Series 66

North Platte, NE

Edward Jones

Casey Schiel is a financial advisor with Edward Jones in North Platte, NE, holding a Series 66 credential and having four years of industry experience. He has been with Edward Jones since 2018, with a brief interruption, and is also involved in product invention through Door Night Light, LLC, which holds a U.S. utility patent. Additionally, Schiel serves as a volunteer firefighter for the North Platte Volunteer Fire Department. Edward Jones is a full-service 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 and investment services supported by a broad network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner
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Shannon M

Series 66

Hershey, NE

OSAIC

Shannon Messersmith is a financial advisor at Osaic with 19 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2024, Messersmith worked at Woodbury Financial Services and Questar Capital Corporation. She is also the owner of Messersmith Financial Services, where she is involved in the sale of fixed insurance products, and holds a license for property and casualty insurance sales. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation software and offers a wide range of investment solutions through a large network of advisory representatives.

Annuities Founder/Business Owner Executive Retired
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Mark T

Series 63, Series 65

North Platte, NE

Ameriprise

Mark Tillman is a financial advisor with Ameriprise in North Platte, Nebraska, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Great Western Investments & Insurance, Raymond James Financial Services, Cetera, and Great Western Bank. He is also engaged as a financial advisor with Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC in Omaha. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement planning primarily through managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua S

Series 66

North Platte, NE

OSAIC

Joshua Sirek is a Series 66-licensed financial advisor with 20 years of industry experience, currently with OSAIC since 2018. His prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He is also president of the Pierce County Economic Development nonprofit, where he participates in leadership and decision-making activities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment tools and programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Jeffrey V

Series 63, Series 66

North Platte, NE

Edward Jones

Jeffrey Vap is a financial advisor with Edward Jones in North Platte, Nebraska, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory work, Vap is involved in farming operations, including marketing grain and consulting on farm management, and manages a farm and ranch business, Vap's Seed and Hardware, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and lending services.

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

Series 63

North Platte, NE

Ameriprise

Samantha Rotert is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services, LPL Financial, and First Interstate Bank. Outside of her advisory role, she is an administrative assistant at Cirksena, Knight, Jacobsen, Sieps & Kresse, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Yoko L

Series 66

North Platte, NE

LPL Financial

Yoko Lawing is a financial advisor with LPL Financial in North Platte, Nebraska, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Edward Jones from 2014 to 2020 and has been involved with Zen Wealth Strategies since 2020. Outside of her advisory work, she is the founder and a key organizer of North Platte CONNECT, a community group, and is active as a cultural advocate and educator. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs 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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Dutch V

Series 66

North Platte, NE

Edward Jones

Dutch Vap is a financial advisor with Edward Jones in North Platte, NE, holding a Series 66 designation. Edward Jones is a full-service 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. Edward Jones is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond advisory services.

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

Series 66

North Platte, NE

Thrivent Investment Management

Kevin Dimmitt is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has two years of experience at Thrivent Investment Management and previously worked at Union Pacific Railroad for 31 years. His current role is based in North Platte, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm combines holistic, goal-based analyses with a managed-account program called “WealthPlan” but does not manage portfolios for institutional clients or select other advisers for institutional mandates.

Business ownership considerations
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Jacob W

Series 66

North Platte, NE

Ameriprise

Jacob White is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience at Ameritas Life Insurance Corp. and the University of Nebraska-Lincoln. In addition to his role at Ameriprise, he is an Associate Financial Advisor at Cirksena, Knight, Jacobsen, Sieps, Kresse, LLC, where he focuses on client retention and business development. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan H

CFP®, Series 63

North Platte, NE

Edward Jones

Jonathan Hermelbracht is a CFP® professional affiliated with Edward Jones, with 27 years of experience in the financial industry. He has been with Edward Jones since 2001. 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 broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies.

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

Series 66

North Platte, NE

LPL Financial

Melinda Borges is a Series 66 credentialed financial advisor with 11 years of industry experience, currently practicing at LPL Financial since 2018. Prior to joining LPL, she worked at SII Investments, Inc. from 2014 to 2018. Outside of her advisory role, she is a part owner of a family farm LLC in Venango, Nebraska. 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 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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Jereme H

CFP®, Series 66

North Platte, NE

Edward Jones

Jereme Hartman is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. He is based in North Platte, NE. Outside of his advisory role, he is a 50% owner of Sunup LLC, a real estate investment business. 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 strategies, supported by a nationwide network of over 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Family Business Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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