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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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Jimmy L

Series 65

Natchitoches, LA

Ignite Planners LLC

Jimmy Long Jr. is a Series 65-licensed financial advisor with seven years of industry experience, currently with Ignite Planners LLC. He has held roles at multiple firms including Caitlin John, LLC and Armis Advisers, LLC. In addition to his advisory work, he maintains a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and referrals to third-party money managers, utilizing a multi-disciplinary investment process and performance-based compensation arrangements for qualified clients.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
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David K

Series 63, Series 65

Natchitoches, LA

Kovack Advisors, inc.

David Kees Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes technology-driven investment processes combined with access to multiple custodial platforms and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Aaron J

Series 66

Natchitoches, LA

Edward Jones

Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Natchitoches, LA

Edward Jones

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 66

Natchitoches, LA

Edward Jones

William Adams is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 65

Natchitoches, LA

LPL Financial

Joseph Cunningham Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Ameriprise Financial Services, Sagepoint Financial, Travelers Insurance, and operating the Cunningham Agency. 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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William C

Series 63, Series 66

Natchitoches, LA

OSAIC

William Cross is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities for 13 years. Cross is also an insurance agent offering fixed annuities, variable annuities, variable life insurance, fixed life insurance, and long-term care insurance through his role at Cross Financial Group LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Brandon D

Series 66

Natchitoches, LA

LPL Financial

Brandon Donahue is a financial advisor with LPL Financial in Natchitoches, LA. He holds the Series 66 designation and has been with LPL Financial since 2025. His prior experience includes roles in real estate and mortgage services through House Donahue LLC, which he has owned since 2021, as well as sales and other business activities. LPL Financial provides advisory and brokerage services to a diverse clientele, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and delivers services through 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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Benjamin S

Series 63, Series 65

Natchitoches, LA

LPL Financial

Benjamin Stevens is a financial advisor with LPL Financial in Natchitoches, LA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003. Stevens is also associated with Stevens Financial LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions 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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William C

CFP®, Series 63

Natchitoches, LA

OSAIC

William Cross is a CFP® professional with 25 years of industry experience, currently affiliated with OSAIC since 2023. Prior to this, he worked at FSC Securities for 13 years. He serves as a board member of the Louisiana Sports Hall of Fame Foundation, which supports and promotes the foundation’s events and induction ceremonies. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a variety of investment programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Brian O

Series 63

Natchitoches, LA

Ameriprise

Brian Ohnoutka is a financial advisor with Ameriprise in Natchitoches, LA, holding a Series 63 designation and 35 years of industry experience. He has worked at Ameriprise since 2018 and previously spent 11 years with Investment Professionals, Inc. Outside of advising, he is employed as a registered client associate at BOM Bank. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research and modeling to provide non-discretionary, tax-smart withdrawal recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad P

Series 63, Series 66

Natchitoches, LA

Cetera

Chad Pugh is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mass Mutual Investors Services, Hancock Whitney Bank, and Regions Bank. Pugh has been affiliated with Cetera in various roles since 2013. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Donovan O

Series 66

Natchitoches, LA

Edward Jones

Donovan Ohnoutka is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Ameriprise and BOM Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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