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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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Andrew M

Series 66

Seward, NE

Maxus Wealth Management LLC

Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
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Roger G

Series 63, Series 65

Seward, NE

CreativeOne Securities, LLC

Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Berthel Fisher & Company and VSR Financial Services. Outside of his advisory work, he serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm utilizes fundamental and cyclical analysis along with model rebalancing and periodic reviews to manage portfolios, offering both discretionary and non-discretionary solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Mitch K

Series 66

Seward, NE

Thrivent Advisor Network, LLC

Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Preston M

Series 66

Friend, NE

Edward Jones

Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Issiah B

Series 66

Seward, NE

OSAIC

Issiah Burks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and no prior industry experience. He also serves as a Wealth Management Officer at Jones Bank, where he provides financial advisory services to individuals and businesses. Osaic Wealth, Inc. is a large 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 and brokerage services, utilizing advanced portfolio optimization tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Shane B

CFP®, Series 63, Series 65

Seward, NE

Ameriprise

Shane Baack is a CFP® professional with 17 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Jones Insurance Agency, Union Financial, Principal Securities, and Jones Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Adam G

Series 66

Seward, NE

Edward Jones

Adam Greenquist is a financial advisor at Edward Jones in Seward, NE, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a member of two LLCs, including one established to invest in The Headset App. 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 advisory programs and investment solutions and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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Michael F

Series 66

Seward, NE

Cetera

Michael Fox is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His work history includes roles at Cetera Investment Services LLC, Cattle Bank & Trust, Thrivent Financial, and Lincoln Public Schools. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

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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Dennis W

Series 63

Seward, NE

Ameriprise

Dennis Wullenwaber is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 63 designation and has worked at firms including Jones Insurance Agency, Union Financial, and Principal Life Insurance Company. Outside of his advisory role, he is also licensed in real estate. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John O

Series 63, Series 66

Seward, NE

Edward Jones

John Owens is a financial advisor with Edward Jones in Seward, Nebraska, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Owens participates in the Seward Municipal Band and serves on the Seward Police Pension Board, the LB840 Sales Tax Application Review Board, and the advisory committee for a donor advised fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Brady J

Series 63, Series 66

Seward, NE

Edward Jones

Brady Johnson is a financial advisor with Edward Jones in Seward, NE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Brady serves as the board president of the Seward Country Club and is a member of the board of elders at St. John Lutheran Church, where he assists with financial oversight and meeting documentation. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Beaver Crossing, NE

Thrivent Investment Management

Tyler Dolezal is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has two years of experience at Thrivent and previously worked at TreeHouse Foods for eight years. Outside of his advisory role, he serves as co-chairman of the Bee States Ballroom Restoration Committee, a nonprofit focused on community events and historic building upkeep. 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, holistic planning on a range of financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Matthew S

Series 66

Milford, NE

LPL Financial

Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Heyen Tax & Accounting, where he was involved in tax preparation and accounting. Outside of finance, he has been active in community organizations such as the Kiwanis Club of Milford and the Milford Wrestling Club. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services 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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