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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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Ashley D

Series 63, Series 66

Danbury, WI

The huntington Investment company

Ashley Drury is a financial advisor at The Huntington Investment Company with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and Principal Life Insurance. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform with discretionary authority to manage investments and offers specialized services such as tax management and impact/ESG overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Olivia T

Series 66

Webster, WI

Edward Jones

Olivia Tucker is a financial advisor at Edward Jones in Webster, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Northwest Passage and held various roles in education and athletics, including coaching volleyball at Grantsburg School District. She serves as a seasonal volleyball coach for the Grantsburg School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a broad network of financial advisors and branch offices.

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

Series 66

Webster, WI

Edward Jones

Trevor Brewer is a financial advisor at Edward Jones in Webster, WI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Green Key Solutions and Aerotek/Aston Carter, among other roles. He also has experience in the brewing and beverage industries, having worked at Mosinee Brewing Company and Bernick's Pepsi Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and 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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Devin D

Series 66

Webster, WI

Edward Jones

Devin Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for the Pine City School District and Jensen-Sundquist Insurance Agency. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Dan E

Series 66

Siren, WI

Edward Jones

Dan Edaburn Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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Thomas R

Series 63, Series 66

Webster, WI

LPL Financial

Thomas Ritten is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2012. 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 variety 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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