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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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Phillip D

Series 65

Cameron, MO

Generational Wealth Development

Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Michael B

Series 63, Series 65

Hamilton, MO

Eagle Strategies (NY Life)

Michael Brown is a financial advisor with Eagle Strategies (a New York Life company) based in Hamilton, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Himmelberg-Brown & Associates since 2003 and with NYLife Securities Inc. since 1995. Outside of his advisory work, Brown is involved in cattle production and serves in various community roles including trustee of the J.C. Penney Memorial Library & Museum Maintenance Trust and board member of both the Lloyd R. Wallace Charitable Foundation and the Cameron Regional Medical Center. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, with a notable combination of advisory services and affiliated insurance and broker-dealer capabilities as part of New York Life.

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

Series 66

Cameron, MO

LPL Financial

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations before entering the financial services field. 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 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
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Everett I

CFP®, Series 63, Series 66

Cameron, MO

LPL Financial

Everett Ice is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in business entities for tax and investment purposes in Cameron, MO. 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 financial planning and investment management 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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Roger M

Series 63

Cameron, MO

Raymond James Financial

Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been associated with Raymond James in various capacities since 1999. In addition to his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Joshua S

CFP®, Series 66

Cameron, MO

Edward Jones

Joshua Strong is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Nucor and as a self-employed professional. Outside of his advisory work, he owns an LLC established for the purpose of purchasing the Edward Jones office building he occupies. Edward Jones is a full-service wealth management firm serving over four million clients including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Liquidity event planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Todd B

Series 63, Series 65

Cameron, MO

Thrivent Investment Management

Todd Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Thrivent since 2021 and previously held roles at State Farm Investment Management and State Farm Insurance. Outside of his advisory work, Baker serves as Deacon Chairperson at First Baptist Church in Cameron, MO, where he organizes church leadership and participates in community outreach activities. 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 planning covering areas such as retirement, tax, estate, and special needs planning, with clients able to combine these services with managed accounts under consolidated billing while keeping planning and portfolio management distinct.

Business ownership considerations
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Dawn W

Series 63, Series 65

Gallatin, MO

Thrivent Investment Management

Dawn Wolfgram is a financial advisor with Thrivent Investment Management in Gallatin, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes long tenures at Principal Financial Group and Princor Financial Services Corporation, as well as recent roles at Ameriprise and her own consulting firm focused on leadership development and business efficiency coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without portfolio management or discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining a separation between these services.

Business ownership considerations
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Mark H

Series 65, Series 66

Cameron, MO

Raymond James Financial

Mark Hemry is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 credentials and has 12 years of industry experience. Prior to his current role, he worked briefly at Edward Jones. Outside of advising, Hemry is a partner at Integrity Land Auction, LLC, where he assists with real estate auctions, and he serves as secretary on the board of the Daviess County Country Club. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, charitable organizations, and institutional clients. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through a range of brokerage and advisory options.

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