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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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Thomas F

Series 63, Series 65

Columbia Falls, ME

LPL Financial

Thomas Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2012. He also operates a separate business under the name Tribury Investment Management LLC. 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 range of advisory and brokerage services supported by an in-house research team and a broad platform that accommodates multiple investment strategies and client needs.

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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Shelly H

Series 66

Jonesport, ME

Cambridge Investment Research Advisors

Shelly Hall is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and previously worked for Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC for 18 years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

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

Series 63, Series 66

Addison, ME

UBS Financial Services

Joseph Emily is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2011 to 2022. Outside of his advisory role, he serves as president of the Georgia Museum of Art Board of Advisors and is involved in various real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor financial plans. The firm offers a broad range of wealth management solutions alongside institutional trading capabilities and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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