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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)

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Joseph S

CFA®

Jennings, LA

Lombard Advisers Incorporated

Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.

College savings (529s, UTMA, etc.)
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Shawn S

Series 63, Series 66

Jennings, LA

Prospera Financial Services, inc.

Shawn Sabelhaus is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Prospera in 2018. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William H

Series 63, Series 65

Jennings, LA

Prospera Financial Services, inc.

William Hetzel is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Prospera in 2022, he worked at The Evangeline Bank and JD Bank. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management approaches.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Edward S

Series 63, Series 65, Series 66

Jennings, LA

Lombard Advisers Incorporated

Edward Sonnier II is a financial advisor with Lombard Advisers Incorporated, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities Incorporated since 1996. Sonnier also serves as a FINRA arbitrator for industry arbitrations on an as-needed basis. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction.

College savings (529s, UTMA, etc.)
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Marilyn W

Series 66

Jennings, LA

Lombard Advisers Incorporated

Marilyn Watkins is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at LPL Financial and 9 years at St. Martin's Bank & Trust. Outside of her advisory work, she is involved in cattle operations through Watkins Cattle Company, LLC. Lombard Advisers provides personalized investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

College savings (529s, UTMA, etc.)
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Keith B

Series 63

Jennings, LA

LPL Financial

Keith Broussard is a financial advisor with LPL Financial, holding a Series 63 designation and 31 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Cetera and Jeff Davis Bank & Trust. Outside of his advisory work, Broussard is involved with Big Brown Ranch, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options 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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Rodney L

Series 63, Series 66

Jennings, LA

Edward Jones

Rodney Lucas is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth tiers, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Benjamin C

Series 66

Jennings, LA

Edward Jones

Benjamin Cook is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

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

Series 63

Welsh, LA

Cambridge Investment Research Advisors

Alexander Daboval Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 41 years of industry experience. His prior experience includes 18 years at Intersecurities, Inc. and over 50 years with Al Daboval, Jr. & Asst. He serves as executor of an estate in Welsh, Louisiana, and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

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