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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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Kelsey S

Series 65

Charleston, IL

Avantax Planning Partners, Inc.

Kelsey Swing is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 65 designation. She has six years of industry experience and also serves as a partner and accountant at Gilbert, Metzger & Madigan, LLP, a CPA firm where she has worked since 2002. Additionally, Swing is a board member and treasurer for two nonprofit organizations, Eastern Dominican Christian Mission and Sexual Assault Counseling & Information Service. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, often through collaborative referral arrangements with independent CPA firms. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, managing client accounts on a discretionary basis with centralized trading and reporting.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Thomas G

Series 66

Ashmore, IL

Avantax Planning Partners, Inc.

Thomas Gilbert is a financial advisor with Avantax Planning Partners, Inc., holding a Series 66 designation and 26 years of industry experience. He has worked at Honkamp Krueger Financial Services since 2000 and previously at Gilbert, Metzger & Madigan from 1995 to 2018. Gilbert is also a shareholder and advisor at Thomas L. Gilbert Financial Services, a financial services firm affiliated with HK Financial Services in Ashmore, IL. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, managing client accounts with centralized trading and reporting.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Brandi A

Series 63, Series 65

Lerna, IL

Planmember Securities Corporation

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Ryan M

Series 66

Charleston, IL

Raymond James Financial

Ryan Mefford is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has worked at First Mid Wealth Management and First Mid Bank and Trust since 2021 and previously spent five years at Pilson Auto Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary advisory services supported by comprehensive financial planning and investment consulting.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alexander D

Series 66

Charleston, IL

Raymond James Financial

Alexander Dick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held various roles at First Mid Bank & Trust and First Mid Wealth Management. He also worked in education for 14 years at Stewardson-Strasburg CUSD #5A. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant advisory role without discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Andrew G

CFP®, Series 66

Charleston, IL

Wells Fargo Advisors

Andrew Grahn is a CFP®-designated financial advisor with eight years of industry experience. He currently serves at Wells Fargo Advisors and previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dan C

Series 63, Series 65

Charleston, IL

Wells Fargo Advisors

Dan Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, Cunningham serves on the finance committee of United Christian Church in Mattoon, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dustin S

CFP®, Series 66

Charleston, IL

Edward Jones

Dustin Sloat is a financial advisor at Edward Jones in Charleston, IL, holding CFP® and Series 66 credentials with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent two years at R&M Pipeline. Outside of advising, he serves on the board of Cornerstone Daycare in Charleston, participating monthly in decisions regarding facility operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Craig C

CFP®, Series 66

Charleston, IL

Wells Fargo Advisors

Craig Cunningham is a CFP®-credentialed financial advisor with Wells Fargo Advisors, based in Charleston, IL, and has 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include a broad range of specialized planning options. The firm combines proprietary research and planning tools with advisory services integrated with various financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeffrey O

Series 63, Series 66

Charleston, IL

OSAIC

Jeffrey Oetting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation and Eastern Illinois University, where he is an instructor in the School of Business. Outside of advising, he is the owner of a recovery collections agency and manages several small businesses. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Granville C

Series 66

Charleston, IL

Edward Jones

Granville Colvin is a Series 66–licensed financial advisor with Edward Jones in Charleston, Illinois, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a co-owner of SweetWoodville LLC, a barbecue business in Paris, Illinois. 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 and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 66

Charleston, IL

Raymond James Financial

April Selstad is a CFP® professional with 14 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2012. She also holds an associate position at First Mid Bank & Trust. In addition to her advisory work, she acts as a personal support worker for her son under the State Medicaid Waiver Program. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ryan F

Series 66

Charleston, IL

Edward Jones

Ryan Furnish is a financial advisor at Edward Jones in Charleston, Illinois, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Safety Storage Inc. and North American Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Engineering Professional
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