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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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Out of 400,000+ nationwide

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Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds the Series 66 designation. He has nine years of industry experience, including roles at Raymond James Financial Services Advisors Inc. since 2016. Outside of finance, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, trusts, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis across a variety of instruments, and offers services tailored to client goals without accepting discretionary authority or custody of client assets.

General retirement planning Business Financial Management Founder/Business Owner
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Ethan A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Ethan Armstrong is a financial advisor with Raymond James Financial in Ottawa, Illinois, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2016 and operates Armstrong & Associates, Inc., where he also serves as a financial adviser. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

General retirement planning Business Financial Management Founder/Business Owner
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Bradley A

CFP®, Series 63

Ottawa, IL

Armstrong & Associates, Inc.

Bradley Armstrong is a CFP® with 39 years of experience in financial services. He has been with Armstrong & Associates, Inc. since 1987 and worked at LPL Financial, LLC from 1988 to 2016. Armstrong also serves as a director at First Ottawa Bancshares, Inc. Outside of his advisory role, he is involved in overseeing bank operations through his board position. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, partnerships, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis to tailor recommendations based on client goals and risk tolerance.

General retirement planning Business Financial Management Founder/Business Owner
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John B

Series 63, Series 65

Oglesby, IL

Lincolnbridge Financial Planning, LLC

John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Gregory V

ChFC®, Series 66

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Michael B

ChFC®, Series 63

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Philip S

Series 65

La Salle, IL

Studio Investment Management

Philip Slevin is a financial advisor at Studio Investment Management with a Series 65 credential and one year of industry experience. His prior work includes six years at Hometown National Bank, two years at Mariam Global Health, and 17 years with Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management serves a diverse client base including individuals, trusts, retirement plans, partnerships, and government entities. The firm offers discretionary portfolio management, financial planning, and investment consulting with a value-oriented, long-term investment approach tailored to client guidelines.

Income planning
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Sandra B

Series 65

Peru, IL

Gradient Advisors, LLC

Sandra Brown is a Series 65 licensed financial advisor with six years of industry experience, currently with Gradient Advisors, LLC since 2020. She has previously worked at AE Wealth Management, LLC and Brokers Financial. Outside of her advisory role, she is involved in insurance sales and services through Senior Watchdog, Inc., a business she has been associated with since 2017. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Retirement income strategy General tax planning
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Edythe F

Series 63, Series 65

La Salle, IL

Principal Financial Services

Edythe Findlay is a financial advisor at Principal Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Principal Financial Services since 2016, including notable tenure at Princor Financial Services Corporation from 1991 to 2016. In addition to her advisory role, she provides customer servicing and support for group qualified plan clients at Wayland Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs available through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Kathleen W

Series 63, Series 66

La Salle, IL

Principal Financial Services

Kathleen Wayland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Principal Financial Services since 2016 and operates Wayland Financial Group since 2013. In addition to her advisory work, she is involved in selling fixed life, disability, long-term care insurance, and fixed annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Patrick S

Series 63, Series 65, Series 66

La Salle, IL

Principal Financial Services

Patrick Sullivan is a financial advisor with Principal Financial Services in La Salle, IL, holding Series 63, 65, and 66 credentials and eight years of industry experience. He has worked at Principal Life Insurance Company and Wayland Financial Group, where he is also involved in office administration and account servicing. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Retired Founder/Business Owner
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John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and founding Armstrong & Associates, Inc. He also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a broad network of independent professionals.

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

CFP®, Series 66

La Salle, IL

Edward Jones

Chad Gilbreth is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2016. He also has ongoing service with the Illinois Army National Guard since 2012. Outside of his advisory role, he manages Pursuit of Freedom LLC, an entity involved in investment and philanthropy activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers various investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Daryk B

Series 63, Series 65

Oglesby, IL

Edward Jones

Daryk Brayton is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in broadcasting high school sports through Starved Rock Media in Oglesby, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jonathan W

Series 63, Series 66

Marseilles, IL

Edward Jones

Jonathan Walker is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in commercial rental property ownership. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Steven W

Series 63, Series 65

La Salle, IL

LPL Financial

Steven Witek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 1986. 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 wide range 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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Kelly C

Series 66

La Salle, IL

Edward Jones

Kelly Campbell is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Campbell worked at Shaw Media for five years and has been involved with the Illinois Valley YMCA for over 15 years as a fitness coordinator and instructor. 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, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Stephen K

Series 63, Series 65

Ottawa, IL

Equitable Advisors

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Marquette High School in fundraising activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Alec H

Series 63, Series 65

La Salle, IL

OSAIC

Alec Hueneburg is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he serves as a trustee for the Jonesville Piety Hill Fire District, participates on the board of the Perfectly Flawed Foundation, and is involved with youth baseball as a board member and T-ball coordinator. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Heliodoro R

CFP®, Series 66

Ottawa, IL

Edward Jones

Heliodoro Ruvalcaba is a CFP® professional with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

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

Series 66

La Salle, IL

LPL Financial

Spencer Luecke is a financial advisor with LPL Financial in La Salle, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hometown National Bank and DiGiovine, Hnilo, Jordan & Johnson LTD. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of delivery options 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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Attilio B

ChFC®, Series 63, Series 65

Ottawa, IL

LPL Enterprise

Attilio Bianchi is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including extensive tenure at Pruco Securities, LLC and Prudential Insurance Company of America. Bianchi serves as a board member of The Nell's Foundation, a nonprofit organization based in Ottawa, IL. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, operating both as a broker-dealer and insurance agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Donna H

CFP®, Series 63, Series 65

Ottawa, IL

Raymond James Financial

Donna Hunt is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at multiple firms including Armstrong & Associates Inc. and The First National Bank of Ottawa. Hunt also serves as an Operations Manager at Armstrong & Associates, where she is licensed and assists financial advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive client interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.

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

Series 63, Series 66

Ottawa, IL

Edward Jones

Mark Platt is a financial advisor with Edward Jones in Ottawa, IL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Platt serves on the boards of the Wallace Grade School and the Ottawa YMCA. 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 strategies, with approximately $1.01 trillion in assets under management supported by a broad network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Kimberly K

Series 66

Ottawa, IL

Edward Jones

Kimberly Krueger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is the president and treasurer of Traegonia Inc., a company that owns trademarks for a middle-grade fantasy book series. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with an extensive nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Stacy N

Series 63, Series 65

La Salle, IL

OSAIC

Stacy Newell is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House Foundation, which supports developmentally disabled adults. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Andrew B

CFP®, Series 66

Ottawa, IL

Edward Jones

Andrew Blackburn is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Ottawa, IL. He has been with Edward Jones since 2017 and previously worked at Voya / Wells Financial in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Silas P

CFP®, Series 66

Marseilles, IL

Edward Jones

Silas Parker is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2018. He has a total of seven years of industry experience, including three years at Crop Production Services prior to joining Edward Jones. Silas serves as president of the Marseilles Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Divorce financial planning Liquidity event planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Darrell M

ChFC®, Series 63

La Salle, IL

OSAIC

Darrell Malano is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Sagepoint Financial, Inc. since 2008. Outside of his advisory work, he serves as president of a local non-profit branch of the Western Catholic Union and owns a financial services sole proprietorship focused on agency supervision. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk-tolerance assessments, portfolio optimization tools, and access to various investment products and platforms.

Annuities Founder/Business Owner Executive Retired
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Mark W

CFP®, Series 63, Series 65

La Salle, IL

LPL Financial

Mark Witek is a CFP® professional with over 42 years of experience in the financial industry. He has been with LPL Financial since 1986. Outside of his advisory role, he is involved with Investment Planning, Inc., a holding corporation for accounting purposes. 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 various investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage services tailored to 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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Blake B

CFP®, Series 66

Ottawa, IL

Edward Jones

Blake Baker is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones in Ottawa, IL since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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