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)

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Evan B

Series 66

Hollister, MO

Brandsma Capital LLC

Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management
user avatar
firm logo

Allen R

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client engagement.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Mavis L

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
firm logo

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

Steve F

CFP®, Series 63, Series 66

Branson, MO

Edward Jones

Steve Fernandez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates a personal income tax preparation business serving long-standing clients and their referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a large national network of advisors and branch offices.

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

Sean F

Series 66

Branson, MO

LPL Financial

Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Central Bank and Cutting Edge LLC, as well as academic positions at Missouri State University and Coastal Carolina University. 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 variety of investment solutions supported by an in-house research team and a broad 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
user avatar
firm logo

John N

Series 63, Series 65

Branson, MO

OSAIC

John Nangle is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Connell Insurance. He operates a branch office for James Financial Partners, LLC, providing financial planning services. Osaic is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that integrates risk-tolerance assessments with portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
user avatar
firm logo

Quincy F

Series 66

Branson, MO

LPL Financial

Quincy Flanagan is a financial advisor with LPL Financial based in Branson, MO, holding a Series 66 designation and two years of experience. His prior work includes roles at Central Trust Bank, Big Cedar Lodge, Bass Pro Shops, Chick-fil-A, and educational positions at College of the Ozarks, Cabool Home Center, Cabool High School, and Cabool Middle School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a 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
user avatar
firm logo

Amanda A

Series 66

Kimberling City, MO

Edward Jones

Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. 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 and offers a broad range of investment advisory programs and affiliated services under a fiduciary standard.

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

Paul C

Series 66

Branson, MO

LPL Financial

Paul Childress is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved in buying and selling recreational vehicles through a personal business. 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 variety 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
user avatar
firm logo

John R

Series 66

Blue Eye, MO

Edward Jones

John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Tyler J

Series 63, Series 65

Branson, MO

OSAIC

Tyler James is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and runs James Financial Partners, where he serves as president brokering fixed insurance products. Outside of his advisory work, he is a board member of the Logan Rogersville Educational Foundation and serves on the investment committee for Harmony House, a nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a large network of financial advisers serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, combining risk tolerance assessments with asset allocation and portfolio optimization tools, and provides access to multiple custodial platforms and third-party investment managers.

Annuities Founder/Business Owner Executive Retired
user avatar
firm logo

Jason W

Series 63, Series 65, Series 66

Branson, MO

Cetera

Jason Worley is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed and Axa Advisors, LLC. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan participants through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within its extensive advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

William H

Series 66

Kimberling City, MO

Thrivent Investment Management

William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Matthew B

Series 66

Branson, MO

Ameriprise

Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates and Ernst & Young. He is also employed as a financial advisor at Branson Bank, where he provides investment services through Ameriprise Financial. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Ryan H

Series 66

Branson, MO

Edward Jones

Ryan Holmes is a financial advisor at Edward Jones in Branson, MO, with one year of industry experience. Prior to joining Edward Jones, he was the owner of Mr. G's Chicago Pizza LLC for ten years. He is also involved in restaurant ownership and real estate development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive Intergenerational Families
firm logo

Terri C

CFP®, ChFC®, Series 66

Branson, MO

Edward Jones

Terri Copeland is a financial advisor at Edward Jones in Branson, MO, holding the CFP®, ChFC®, and Series 66 designations with 22 years of industry experience. She has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Financial Specialists LLC, and McCullough and Associates LLC. Copeland also owns a rental property for which she oversees rent collection. 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 and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Retirement income strategy Wealth management Military & Veterans Founder/Business Owner
firm logo

James C

Series 66

Branson, MO

Edward Jones

James Chrouser is a financial advisor at Edward Jones in Branson, MO, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2018, he worked at BKD, LLP and Jordan Valley Community Health Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment services, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

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

Jeffrey K

Series 63, Series 65

Holister, MO

Thrivent Investment Management

Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.

Business ownership considerations
user avatar
firm logo

Pamela T

Series 63, Series 66

Kimberling City, MO

Edward Jones

Pamela Tucker is a financial advisor at Edward Jones with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and George K Baum & Company. 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 services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Joseph M

Series 63, Series 65

Berryville, AR

LPL Financial

Joseph Mcclung Jr. is a financial advisor with LPL Financial in Harrison, Arkansas, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at LPL Financial since 2011 and concurrently holds a senior management role at Cornerstone Bank, where he has been employed since 1997. Outside of his advisory work, he owns and operates a car wash business called The Auto Spa. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by in-house research and a broad 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
user avatar
firm logo

Mitchell H

Series 63, Series 66

Branson, MO

Edward Jones

Mitchell Holmes is a financial advisor at Edward Jones with 41 years of experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1984. Outside of advising, he owns rental properties, including a restaurant in Branson, MO. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Xavier S

Series 66

Hollister, MO

Edward Jones

Xavier Sinniah is a financial advisor with Edward Jones in Hollister, MO, holding the Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
firm logo

Grant B

Series 66

Kimberling City, MO

Edward Jones

Grant Beasley is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Eli Lilly and Company for 21 years. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning Retired Founder/Business Owner Executive
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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.