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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)

11 advisors near 61455

Out of 400,000+ nationwide

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Jerald P

Series 66

Macomb, IL

IPI Wealth Management, Inc.

Jerald Peabody is a financial advisor with IPI Wealth Management, Inc. in Macomb, Illinois, holding a Series 66 designation and 28 years of industry experience. He has been with IPI Wealth Management and its predecessor, Investment Planners, Inc., since 1998. Outside of his advisory role, he is the owner of Daly/Peabody Inc. and serves as president and owner of Financial Planning Services Inc., where he manages branch staff and operations. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by providing portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based model suites and outsources operational functions to an appointed systems provider.

ESG / Sustainable investing Retirement income strategy
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Aaron B

Series 66

Macomb, IL

LPL Financial

Aaron Black is a financial advisor with LPL Financial based in Macomb, IL, holding a Series 66 designation and seven years of industry experience. He has worked at First Bankers Trust Co. and Table Grove State Bank Financial Services prior to his current role. Outside of his advisory work, he is involved in a real estate rental business. 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 range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

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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Matthew L

Series 66

Macomb, IL

Edward Jones

Matthew Lawver is a financial advisor with Edward Jones in Macomb, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at United Community Bank and Rarotonga State Bank. He has also been involved with the Lewis and Clark Baseball League and Lindenwood University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide 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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Preston G

Series 66

Macomb, IL

Edward Jones

Preston Gray is a financial advisor with Edward Jones in Macomb, Illinois, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and is also part-owner of Gray Bros Lawn Care, where he supervises and teaches lawn mowing operations. Additionally, he is a part-owner of Yarg Investments, a real estate investment LLC that manages short-term rental property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Seth M

ChFC®, Series 66

Macomb, IL

Edward Jones

Seth Minter is a financial advisor at Edward Jones in Macomb, IL, holding the ChFC® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Missouri State University and Western Illinois University. Outside of advising, he owns a retail business, 309 Marketplace, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jerry B

Series 63, Series 65

Macomb, IL

OSAIC

Jerry Brookhart is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Woodbury Financial Services and Purdum Gray Ingledue, Inc. He is active in his community as a regional president of Rotary International and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced asset-allocation tools and multiple custodial platforms to support its network of over 6,000 advisors.

Annuities Founder/Business Owner Executive Retired
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Jason S

Series 66

Table Grove, IL

OSAIC

Jason Smith is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years and has been involved with several affiliated entities, including owning Legacy Private Wealth Advisors, which provides payroll and employee benefits for registered representatives. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers advisory and brokerage services through a large network of financial advisers and employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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David G

Series 63, Series 65

Macomb, IL

LPL Financial

David Garner is a financial advisor with LPL Financial in Macomb, Illinois, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 1987. Outside of his advisory role, he has been involved in selling long-term health care insurance for Golden Rule. 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 range of financial planning and investment management 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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Cory C

Series 66

Macomb, IL

Ameriprise

Cory Clem is a financial advisor at Ameriprise with 15 years of industry experience, including 13 years at Edward Jones. He holds the Series 66 designation. Outside of his advisory role, Clem is involved in several business ventures such as e-commerce and has positions on the boards of the Macomb Park District and the Macomb Airport Authority, as well as a nonprofit car museum. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm utilizes a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawal planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael E

CFP®, Series 66

Macomb, IL

Edward Jones

Michael Eckardt is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Farmers National Bank of Griggsville and Midwestern Securities Trading Co. Eckardt serves as a trustee for the Emmett Chalmers Fire Protection District in Macomb, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Jordan P

CFP®, Series 66

Macomb, IL

Edward Jones

Jordan Pounders is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously was self-employed and employed at MidAmerica National Bank. Based in Macomb, IL, he provides financial advisory services through Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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