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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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Troy S

CFP®, Series 63, Series 66

Joplin, MO

Truenorth Wealth & Impact, LLC

Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
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Connor W

Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
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Bryan V

CFP®, CFA®, Series 63, Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.

Tax-loss harvesting Wealth management Private / alternative investments
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Jacob H

Series 66

Neosho, MO

Realta Investment Advisors, Inc

Jacob Harvey is a financial advisor at Realta Investment Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Concorde Investment Services, LLC and Contineo Advisors, LLC. In addition to his advisory role, he is involved with Tax Alpha Companies, which provides tax strategy services to high-net-worth individuals, CPAs, and attorneys. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets with a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investment options through a platform that supports both advisor-directed and third-party managed accounts.

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed
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Dianne E

Series 63, Series 66

Neosho, MO

Cetera

Dianne Eggert is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms including Voya Financial and Directed Services, LLC. Outside of her advisory role, she is active as a public speaker at churches and faith-based events. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust services.

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
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Kevin H

Series 63, Series 66

Neosho, MO

Edward Jones

Kevin Hatfield is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 designations. Outside of advising, he performs marriages and officiates funerals and is co-owner of an event venue rental business in Pierce City, MO. 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 and more than 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Rachel D

Series 66

Neosho, MO

Edward Jones

Rachel Dobbs is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Downstream Casino Resort for five years. Dobbs holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Women Professionals Women's Finance
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James R

Series 66

Neosho, MO

Edward Jones

James Ringstaff is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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
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Jeffrey H

Series 66

Neosho, MO

Edward Jones

Jeffrey Hatfield is a financial advisor with Edward Jones in Neosho, MO, holding the Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Lowe’s for 18 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jeremy B

CFP®, Series 66

Neosho, MO

Edward Jones

Jeremy Boes is a financial advisor with Edward Jones in Neosho, Missouri, holding the CFP® designation and Series 66 license. He has four years of industry experience and previously worked for Missouri American Water Company for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement withdrawal strategies Founder/Business Owner
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