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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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Jeffery C

Series 63, Series 65

Lavale, MD

Latitude Advisors, LLC

Jeffery Conner is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Latitude Advisors since 2009 and is also a principal and CPA at Fike, Conner and Associates, P.A. Outside of his advisory work, Conner is involved in local community organizations, serving as president of a nonprofit focused on public land use and as vice chairperson of the Garrett County Planning Commission. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental analysis, managing most client relationships on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Harold F

Series 66

Lavale, MD

Latitude Advisors, LLC

Harold Fike Jr. is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. He has served as a principal in the accounting firm Fike, Conner and Associates, P.A. since 1995 and acts as treasurer for Cornerstone Baptist Church in Cumberland, MD. His professional activities also include work as an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis to manage client portfolios, primarily on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Aaron B

Series 66

Berlin, PA

LPL Financial

Aaron Benford is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at STC Trust and Investment Management, the University of Pittsburgh at Johnstown, Somerset Trust Company, Giant Eagle, and Rockwood Area School District. 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 wide range 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
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Laraine S

Series 63

Fairhope, PA

Wells Fargo Clearing

Laraine Schultz is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she works as a consultant for doTERRA Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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