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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)

9 advisors near 82520

Out of 400,000+ nationwide

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Alyssa J

Series 66

Lander, WY

Edward Jones

Alyssa Johnson is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at the Wyoming Entrepreneur Small Business Development Center from 2013 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Lonnie B

CFP®, ChFC®, Series 66

Lander, WY

Edward Jones

Lonnie Bull is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Lander, Wyoming. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he is involved as a passive investor in regional startup venture funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Curt G

Series 66

Lander, WY

Edward Jones

Curt Galitz is a financial advisor at Edward Jones in Riverton, WY, holding a Series 66 designation with six years of industry experience. He joined Edward Jones in 2019 following nine years at Home Source Realty, Inc. Outside of his advisory role, he manages personal rental properties through his involvement with two rental management LLCs. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Jason V

Series 63, Series 65, Series 66

Lander, WY

Fidelity

Jason Vick is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2018. In this role, he works with high net worth clients to help define and build their financial systems. Prior to this position, he held roles at Fidelity as a Financial Consultant from 2014 to 2018 and as an Investment Sales Representative from 2013 to 2014. Jason began his financial advisory career at Merrill Lynch in 2012. Throughout his career, Jason has gained experience in wealth planning, financial consulting, and investment sales. His professional focus is on assisting clients with comprehensive financial planning to meet their individual goals. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Wealth management
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Alexandria K

Series 66

Lander, WY

Edward Jones

Alexandria Kentner is a financial advisor with Edward Jones in Lander, WY, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of the West for four years and has experience as a homemaker. Outside of her advisory role, Kentner serves as treasurer for a local taxidermy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national 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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John S

Series 66

Lander, WY

Edward Jones

John Shade is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he owns Back Country Sports, a business that allows him to purchase sporting goods at wholesale prices for personal use and for family and friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Rodney S

Series 63

Lander, WY

LPL Financial

Rodney Schurg is a financial advisor with LPL Financial, based in Lander, Wyoming, holding a Series 63 designation and 25 years of industry experience. He worked at Edward Jones for 14 years before joining LPL Financial in 2016. 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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William S

Series 66

Lander, WY

Edward Jones

William Shade is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles with Friends of John Barrasso, Hageman for Wyoming, the United States House of Representatives, and Central Wyoming College. 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 large network of financial advisors and branch offices nationwide.

Inheritance planning Business ownership considerations Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 66

Lander, WY

Morgan Stanley

Robert Stolar is a financial advisor with Morgan Stanley in Lander, Wyoming, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a director for Schnitzer Investment Corp, a privately held company focused on real estate and shipping. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and supports a broad range of retail and institutional investment products.

General estate planning guidance
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