Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

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)

4 advisors near 97439

Out of 400,000+ nationwide

firm logo

Ryan H

Series 66

Florence, OR

Edward Jones

Ryan Hitchcock is a financial advisor at Edward Jones with seven years of industry experience. He worked at Harwood MacAdam Wartnik Fisher & Gorman, LLC for five years before joining Edward Jones in 2018. Outside of his advisory role, he coaches junior varsity basketball at Reedsport High School in Oregon. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies and separately managed accounts.

Retirement income strategy Wealth management ESG / Sustainable investing Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
firm logo

David M

Series 66

Florence, OR

Edward Jones

David Mosher is a financial advisor at Edward Jones in Florence, Oregon, holding a Series 66 designation with experience at several financial institutions since 2015. His prior roles include positions at Wells Fargo, Meridian Trust Federal Credit Union, Centennial Bank and Trust, and Community Banks of Colorado. Outside of his advisory work, he operates an online art store selling photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a large network of advisors and branch offices across the United States.

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

Arlena M

Series 66

Florence, OR

Edward Jones

Arlena Morrow is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is involved in private practice counseling and medical billing in Oregon. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Retirement income strategy General retirement planning Active portfolio management Military & Veterans Newlywed/Engaged Young Professionals
firm logo

Connor S

Series 66

Florence, OR

Edward Jones

Connor Steck is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in education and the music industry, including roles at Poudre School District, Denver Public Schools, Lift Music School, and Berklee College of Music. He also worked briefly with Asgard Axe and the Corner Pocket Bar & Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General estate planning guidance Inheritance planning Retirement withdrawal strategies Business exit / sale strategy Entertainment Industry
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")