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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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Kathleen B

Series 63, Series 66

Spearfish, SD

Hightower Advisors

Kathleen Barlow is a financial advisor with Journey Strategic Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James and Edward Jones. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a combination of ETFs, mutual funds, individual equities, and bonds. The firm’s investment approach is long-term and tailored to client goals, incorporating fundamental and technical analysis alongside strategic asset allocation and portfolio construction.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tamara B

Series 63, Series 65

Spearfish, SD

Eagle Strategies (NY Life)

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) based in Spearfish, SD, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked with Eagle Strategies since 2008 and has prior experience with NYLife Securities LLC and New York Life Insurance Company dating back to 2003. Outside of her advisory role, she serves as a board member for the Black Hills State University Foundation and is involved with Deadwood History Inc., a nonprofit dedicated to preserving local cultural heritage. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

Series 63, Series 65

Spearfish, SD

VOYA Financial Advisors, Inc.

Clint Meyer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at VOYA since 2014 and owns Spearfish Insurance Brokerage, a life and health insurance agency. Outside of advisory work, Meyer is involved in farming for hunting purposes through Ringneck Valley Farms, LLC. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of investment programs including model portfolios and unified managed accounts, with an emphasis on non-discretionary advice alongside discretionary offerings.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Lisa N

Series 63

Edina, MN

Ameriprise

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan A

Series 66

Spearfish, SD

Edward Jones

Ryan Aalbu is a financial advisor at Edward Jones in Spearfish, South Dakota, holding a Series 66 designation with one year of experience at Edward Jones. Prior to joining Edward Jones, he spent 18 years at Northern Hills Training Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies 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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Emily R

Series 66

Spearfish, SD

LPL Financial

Emily Robison is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been associated with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary in Spearfish, SD, and is involved with Hometown Girl Securities, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. 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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Gwen M

Series 66

Spearfish, SD

LPL Financial

Gwen Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. She also works as an insurance agent through various insurance carriers affiliated with W&R Insurance Agencies. 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 range of investment solutions supported by an in-house research team and combines advisory operations with insurance and annuity product sales.

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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Bryan G

Series 66

Spearfish, SD

Ameriprise

Bryan Gohn is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. Before joining Ameriprise in 2025, he held roles at Dakota Supply Group, Andersen Windows Corporation, and Rouzer Group. He is also involved with LFP Consulting, LLC, an operating entity for payroll and benefits management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax and withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alex G

Series 63, Series 65

Edina, MN

Ameriprise

Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley S

Series 66

Spearfish, SD

Thrivent Investment Management

Bradley Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs, while keeping these services separate and focusing on planning rather than portfolio management for institutional clients.

Business ownership considerations
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Megan B

Series 66

Spearfish, SD

Edward Jones

Megan Berberick is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jonathan P

Series 63, Series 65

Spearfish, SD

Ameriprise

Jonathan Pochop is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he serves on the board of the Spearfish Community Coalition and manages a business involved in movie creation and real estate. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa H

Series 66

Spearfish, SD

LPL Financial

Melissa Hampton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for six years and has experience in education and entrepreneurial ventures. Hampton is also an author of an educational investment course and book and serves as a volleyball coach for a local juniors team. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and 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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Candela L

Series 66

Edina, MN

Ameriprise

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David D

CFP®, Series 66

Spearfish, SD

LPL Financial

David Donat is a CFP® professional with 28 years of experience, currently serving at LPL Financial since 2005. He is based in Spearfish, South Dakota. Outside of his advisory role, Donat is a 50% partner in Legacy Village, LLC, which manages a senior living facility and leases townhomes. 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 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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Jeffrey P

Series 66

Spearfish, SD

LPL Financial

Jeffrey Partridge is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining LPL Financial in 2019. Partridge also serves as a board member for the South Dakota Board of Regents. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment 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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Collin C

Series 63, Series 66

Spearfish, SD

Edward Jones

Collin Cantalope is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Outside of his advisory role, he owns Cantalope Property Management, a commercial and retail property business in Spearfish, SD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas N

Series 66

Spearfish, SD

OSAIC

Nicholas Nachbur is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a partner in LA DOLCE VITA LLC, a business involved in occasional home rentals. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of services and investment options through a nationwide network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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Harlan S

Series 66

Spearfish, SD

LPL Financial

Harlan Stephens is a financial advisor with LPL Financial in Sturgis, South Dakota, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Stephens is also involved with Pioneer Bank & Trust, working in an investment-related capacity. 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 range of investment solutions supported by an in-house research team, combining 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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Tiffany E

Series 66

Spearfish, SD

Ameriprise

Tiffany Even is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise since 2007. Outside of her advisory role, she serves on the Board of Directors for Northern Hills Court Appointed Special Advocates. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service, Ameriprise Premier Retirement Income, targets clients with substantial investable assets and combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kristen G

CFP®, Series 63, Series 65

Spearfish, SD

LPL Financial

Kristen Gullickson is a CFP®-certified financial advisor with 16 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Raymond James, and KRH Consulting. Outside of finance, she serves as a presenter for the SD CEO West Women's Business Center and is an author. 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 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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Christa C

Series 66

Spearfish, SD

Edward Jones

Christa Cantalope is a financial advisor at Edward Jones in Spearfish, SD, holding a Series 66 designation with seven years of industry experience. She previously worked at Farm Bureau Financial Services and Leavitt Heartland Insurance Services. Outside of her advisory role, she is the owner of Cantalope Property Management LLC. Edward Jones is a full-service wealth management firm serving more than 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 Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Thomas E

Series 66

Spearfish, SD

LPL Financial

Thomas Engen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Engen is also involved with Financial Advisors of the Black Hills and AM Securities, Inc., entities related to his advisory and investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of financial planning and investment management 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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Christopher M

Series 66

Spearfish, SD

Edward Jones

Christopher Mitchell is a Series 66-licensed financial advisor with Edward Jones in Spearfish, SD, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Andrew K

Series 66

Spearfish, SD

LPL Financial

Andrew Koistinen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., AKH & H LLC, and Canyon Wealth Group LLC. Koistinen has been involved with community organizations such as the Spearfish Optimist Club and the Spearfish Chamber of Commerce. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors and institutional sponsors. The firm offers various 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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Shannon R

Series 66

Belle Fourche, SD

Edward Jones

Shannon Rolando is a Series 66-licensed financial advisor with Edward Jones, based in Belle Fourche, South Dakota. She has five years of industry experience, including prior roles at Thrivent Financial and The Vernon Company. Outside of her advisory work, she is the CEO and owner of Rolando Printed Specialties, LLC, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary managed strategies, as well as affiliated mutual funds and tax-efficient services.

General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Government Employee Women Professionals
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Kasey R

Series 66

Spearfish, SD

Ameriprise

Kasey Russell is a financial advisor with Ameriprise in Spearfish, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Russell worked at Your Financial Guide and Smithfield. Outside of Ameriprise, Russell is an associate financial advisor at LFP Consulting, LLC, where they assist with client financial planning and advisory business management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan M

CFP®, Series 66

Spearfish, SD

Edward Jones

Ryan Meredith is a financial advisor with Edward Jones in Spearfish, South Dakota, holding the CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Kathryn W

Series 63, Series 65

Whitewood, SD

OSAIC

Kathryn Wilson is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Arbor Point Advisors, and KMS Financial Services. In addition to her advisory role, she sells term and hybrid life insurance policies with long-term care riders as a service to clients for estate planning purposes. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and programs through a large network of advisors.

Annuities Founder/Business Owner Executive Retired
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Michele L

Series 66

Edina, MN

Ameriprise

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael S

Series 63, Series 65

Spearfish, SD

MWA Financial Services Inc.

Michael Sehlmeyer is a financial advisor with MWA Financial Services Inc. in Spearfish, South Dakota, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is an author and serves as Secretary/Treasurer for the BNI-Canyon Connections networking group in Spearfish. MWA Financial Services, Inc. is a combined SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a team of 134 advisors. The firm primarily provides non-discretionary advisory services and offers tiered financial planning, adviser-managed and third-party managed accounts, as well as access to commissionable products through its affiliation with Modern Woodmen of America.

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