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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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Robert C

Series 66

Stuart, VA

Sovereign Financial Group, Inc.

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Credentialed Wealth Advisors, LLC and Edward Jones. He is also licensed as an insurance agent, selling life insurance and fixed annuity products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, with an investment approach that emphasizes low-cost, diversified mutual funds and ETFs alongside individual securities and alternative strategies.

Private / alternative investments Options & derivatives strategies Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Tyler S

Series 65

Patrick Springs, VA

Sequent Planning, LLC

Tyler Snow is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is an insurance agent offering life, health, Medicare, and annuity products and is also contracted through Vista Solutions Group to provide Medicare Advantage and prescription drug plans. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets across roughly 70 advisors and employs ETF-based strategic models alongside a structured financial planning process.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Austin J

Series 66

Stuart, VA

Edward Jones

Austin Joyce is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Command Brokerage Services from 2021 to 2023 and served in the United States Air Force for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged
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Richard S

Series 66

Woolwine, VA

Edward Jones

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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