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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)

12 advisors near 40108

Out of 400,000+ nationwide

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Paul C

Series 63, Series 65

Brandenburg, KY

Corley Capital LLC

Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting
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Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

General retirement planning Educators, Teachers, and Academics Parents
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Jesse S

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jesse Sodam is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has been with First Command Brokerage Services Inc. since 2025 and has served in the United States Army since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers financial planning, portfolio management, and wrap-fee advisory programs with a focus on disciplined, long-term strategies and integrates brokerage, insurance, and banking services through affiliated firms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Charles Y

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. He has a military background, serving in the United States Army since 2013. Outside of his advisory role, he owns C.L. York and Sons Home Solutions LLC, which provides financial advisory services under the First Command name. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements along with discretionary asset management using model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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David S

Series 66

Radcliff, KY

First Command Advisory Services

David Strauss is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served in the US Army from 2016 to 2022. In addition to his advisory role, Strauss is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services firm associated with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management through its in-house Investment Management Team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Andrew A

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 licenses and has a 25-year career in the US Army prior to joining First Command in 2024. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers structured, advisor-led financial coaching and manages discretionary portfolios using an in-house investment team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Jessica B

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Jessica Blaisdell is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has served in the United States Army for eight years and has been with First Command since 2013 across multiple affiliated entities. Outside of her advisory role, she serves as Treasurer of the Fort Knox Spouses and Community Club, managing books and records for community scholarships and grants. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary asset management using model portfolios constructed by an in-house investment team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Clifford C

CFP®, Series 63, Series 65

Brandenburg, KY

Eagle Strategies (NY Life)

Clifford Canavera is a CFP® with over 32 years of industry experience, currently affiliated with Eagle Strategies (New York Life). He has been associated with New York Life, Nylife Securities Inc., and Canavera Financial Group, LLC since 2004. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary 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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Travis H

Series 66

Radcliff, KY

First Command Advisory Services

Travis Hooser is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has two years of industry experience and previously served 17 years in the US Army. Outside of his advisory role, he is the owner of Hooser Horsemanship LLC, assisting with business filings and regulatory matters. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that incorporates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Earl W

Series 63, Series 66

Brandenburg, KY

Edward Jones

Earl Wright is a financial advisor at Edward Jones in Brandenburg, KY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Wright is involved in several family business activities, including managing a family farm and serving on the board of a John Deere dealership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors across more than 15,000 branch offices nationwide.

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

ChFC®, Series 63

Brandenburg, KY

Fisher Investments

Michael West is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Fisher Investments in 2024, he worked at CX Institutional, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Jordan K

Series 63, Series 66

Brandenburg, KY

Edward Jones

Jordan King is a financial advisor at Edward Jones with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Powers Paper Company, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He serves on the board of Butterfly Farms, Inc., which focuses on expanding community services in Leitchfield, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities, supported by a large nationwide network of advisors and branch offices.

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