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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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Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.

Business sale tax planning Founder/Business Owner
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Ross H

CFP®, Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Lawrence D

Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.

Private / alternative investments Real estate investing Annuities General tax planning
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Steven D

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Melanie L

Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.

Private / alternative investments Real estate investing Annuities General tax planning
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Paul S

CFP®, Series 63, Series 65

Springfield, IL

Sikich Financial

Paul Staniszewski is a CFP® professional at Savant Wealth Management with 14 years of industry experience. He has held positions at several firms, including Edelman Financial Engines Advisors, Waddell & Reed, and ONE Advisory Partners. Staniszewski is based in Lincolnshire, IL. Savant Wealth Management serves individuals, families, charitable organizations, corporations, and retirement plans with comprehensive wealth and investment management. The firm employs a structured, evidence-based investment approach using model portfolios and offers a range of services including financial planning, family office services, and corporate retirement plan consulting.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brook S

Series 65

Springfield, IL

KEB Wealth Advisors

Brook Soebbing is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Lincoln Chrysler Dodge Jeep, LHC Group, and academic institutions such as the University of Louisiana at Lafayette and Lincoln Land Community College. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies, and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Valerie T

Series 63, Series 66

Springfield, IL

Sikich Financial

Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gina R

PFS™, Series 65

Springfield, IL

KEB Wealth Advisors

Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Robert P

CFP®, Series 66

Springfield, IL

Sikich Financial

Robert Paoni is a CFP® professional with 21 years of experience in financial advising. He is currently a principal and CEO at Sikich Financial, where he has worked since 2010, and also holds a principal role at Sikich LLC. His prior experience includes roles at Triad Advisors, Inc. He serves on the advisory board of the Salvation Army in Springfield and participates in local nonprofit and professional organizations related to estate planning and church stewardship. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm emphasizes diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs, and benefits from its affiliation with Sikich LLC, an accounting and consulting firm, which provides additional resources and services.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thao R

CFP®, Series 66

Springfield, IL

Sikich Financial

Thao Ring is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Sikich Financial in Indianapolis, IN. She has worked at Sikich Financial and Triad Advisors over multiple periods and is a member of the finance committee at the Advancement Center for Washington Township Schools and North Central Alumni, advising on operational budgets. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, focusing on diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wade K

Series 65

Springfield, IL

Sikich Financial

Wade Kaesebier is a financial advisor at Sikich Financial with 14 years of industry experience. He holds a Series 65 credential and has worked at Sikich Financial and Sikich, LLP since 2017. Prior to that, he was with J.M. Abbott & Associates, Ltd. and Pacesetter Financial Group, LLC. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach, focusing on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nathan T

Series 65

Springfield, IL

KEB Wealth Advisors

Nathan Townsend is a Series 65-licensed advisor at KEB Wealth Advisors in Springfield, IL, with nine years of industry experience. He has been with KEB Wealth Advisors since 2016 and previously worked at the University of Illinois for three years. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Jared V

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Christopher B

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Christopher Brauner is a financial advisor at KEB Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group, Inc., First Element Insurance Planners, and Buckingham Strategic Wealth LLC. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as interval funds and coordination with fiduciary providers.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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Alexander L

Series 66

Springfield, IL

BOS Asset Management, LLC

Alexander Ludwig is a financial advisor at BOS Asset Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Bank of Springfield. Outside of his advisory role, he serves as the acting trustee for his sister's trust. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm offers investment management, financial planning, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, employee benefit plans, and public or private entities, using a combination of individualized equity strategies and rules-based fixed-income processes.

Wealth management Business sale tax planning Founder/Business Owner Executive
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Douglas S

CFP®, Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Douglas Skinner is a CFP® with 26 years of experience in the financial services industry. He is a founding member of Skinner, Copper & Ehmen Wealth Management, LLC, where he has worked since 2007, and has also been affiliated with Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he serves on the state board of the Fellowship of Christian Athletes, contributing to decision-making and event support. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, offering a range of portfolio management options and access to alternative investments.

Private / alternative investments Real estate investing Annuities General tax planning
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Barry S

Series 63, Series 65

Springfield, IL

Sikich Financial

Barry Stark is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Triad Advisors Inc. and Bernardi Securities, Inc., and he has served as chief compliance officer for multiple Sikich-related entities. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based approach with diversified, asset-class allocations primarily using passive mutual funds and ETFs, and leverages its affiliation with Sikich LLC to offer integrated accounting and consulting resources.

Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Susan S

Series 63, Series 65

Springfield, IL

KEB Wealth Advisors

Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
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