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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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Herbert M

Series 65, Series 66

Gothenburg, NE

Ameritas Advisory Services, LLC

Herbert Messersmith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked with Ameritas and its affiliated entities since 2002 and is based in Gothenburg, Nebraska. Outside of his advisory role, he is a partner in a small real estate venture. Ameritas Advisory Services provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting through a range of discretionary and non-discretionary strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Hunter R

Series 66

Cozad, NE

Edward Jones

Hunter Royal is a financial advisor at Edward Jones in Cozad, Nebraska, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kearney Parks and Recreation and Cornerstone Bank. He serves as a board member of the Cozad Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
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Matthew O

ChFC®, Series 66

Gothenburg, NE

Edward Jones

Matthew Olsen is a financial advisor at Edward Jones in Gothenburg, NE, holding the ChFC® designation and Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Olsen manages a rental property in Gothenburg. 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, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Gothenburg, NE

LPL Financial

William Rahjes is a financial advisor with LPL Financial based in Gothenburg, NE, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the mayor of the City of Gothenburg. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance, annuity products, and credit options through its extensive 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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Rodney B

Series 66

Gothenburg, NE

LPL Financial

Rodney Baker is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Amazon.com. Outside of his advisory role, he is employed by Cozad Community Schools in a non-investment-related position. 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 variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with 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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Maddux M

Series 66

Cozad, NE

LPL Financial

Maddux Myer is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at Waypoint Financial, West Gate Bank, and held various roles including at the University of Nebraska Lincoln. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

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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Nathan W

CFP®, Series 66

Gothenburg, NE

LPL Financial

Nathan Wyatt is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and serves as CFO and EVP at Flatwater Bank. Wyatt has held roles at Securities America Advisors and has been involved with the Gothenburg Improvement Company and Gothenburg Public Schools. He also serves as a board member for Flatwater Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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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