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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 62075

Out of 400,000+ nationwide

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Jared T

Series 63, Series 65

Pana, IL

Trexler Financial Advisors LLC

Jared Trexler is a financial advisor with Trexler Financial Advisors LLC in Pana, Illinois, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC before founding his current firm in 2018. In addition to his advisory role, he is a CPA and vice president at Trexler & Company, P.C., where he performs general accounting and tax return duties. Trexler Financial Advisors is an independent, state-registered investment adviser offering discretionary investment management and financial planning. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax preparation services through its affiliated CPA firm as part of its wealth management offering.

Cash flow / budgeting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Chad S

CFP®, Series 66

Pana, IL

Commonwealth Financial Network

Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kristen H

Series 66

Pana, IL

Commonwealth Financial Network

Kristen Hartman is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2018. Prior to that, she spent 19 years at Dieterich Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley A

CFP®, Series 66

Nokomis, IL

OSAIC

Bradley Arndt is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked with Securities America Advisors and First National Bank of Nokomis. Outside of his advisory role, Arndt volunteers with the New Life Pregnancy Center and serves as an archery instructor for a local 4-H shooting sports program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charities. The firm utilizes a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization, and offers access to a wide range of investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Jessica F

CFP®, Series 66

Pana, IL

Edward Jones

Jessica Fritcher is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked at Wells Fargo Advisors and has experience outside finance in pharmacy and restaurant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Angela E

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Angela Eickhoff is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Voya Financial Advisors and has been affiliated with White & Associates since 2013, where she is also involved in independent insurance and tax preparation services. Additionally, she serves as a board member for Camden's Crew, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

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

Series 66

Hillsboro, IL

Edward Jones

Blake Delaney is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2020, with a brief period at Northwestern Mutual between 2021 and 2022. Prior to his advisory career, Blake has diverse work experience including roles at Illinois State University, H&H Mowing, and Williams Concrete. Edward Jones is a full-service wealth management firm serving 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 nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Dane Huber is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Anderson Farms, and various positions in education and municipal services. Outside of his advisory role, he is employed at White & Associates in insurance, benefits, human resources, and tax preparation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory using multiple 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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Gina B

Series 66

Hillsboro, IL

Cambridge Investment Research Advisors

Gina Burke is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2020. She has 11 years of industry experience, including six years at VOYA Financial Advisors. Outside of her advisory role, Burke serves as a board member of the nonprofit Camden's Crew Inc. and is involved in independent insurance and tax preparation services through White and Associates. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

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

Series 66

Hillsboro, IL

Edward Jones

Jacey Delaney is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020, with a brief tenure at Northwestern Mutual in 2021. Her background includes roles outside finance, such as positions at Texas Roadhouse and in education. 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 strategies, managing approximately $1.01 trillion in assets through a 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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Benjamin M

CFP®, Series 66

Pana, IL

Edward Jones

Benjamin Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently serving clients at Edward Jones since 2015. He holds a Series 66 license and is based in Pana, IL. Outside of his advisory work, he owns an office building that he leases to other Edward Jones financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

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