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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 Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Christopher W

Series 63, Series 65, Series 66

Armuchee, GA

PRR Wealth Management

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, where he provides technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs discretionary asset management and wealth planning strategies that include the use of derivatives, futures, and quantitative valuation tools, with a focus on long-term growth, income generation, and portfolio hedging tailored to client needs.

Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Private / alternative investments
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Adrian L

Series 63, Series 66

Calhoun, GA

Lyles Wealth Management LLC

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Options & derivatives strategies Annuities Real estate investing
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Randall D

Series 66

Adairsville, GA

Center For Wealth Management Advisory

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

General retirement planning Income planning Wealth management
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Max H

CFP®

Calhoun, GA

Starr-Mathews Financial, LLC

Max Holland is a CFP® certificant with six years of industry experience, currently serving as an advisor at Starr-Mathews Financial, LLC since 2018. Prior to joining the firm, he worked at RM Dobbs & Company CPAs for six years. Holland also provides tax preparation services through Max Capital Advisors, LLC, assisting both investment and non-investment clients. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and provides formal ERISA fiduciary services alongside a wrap-fee program.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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Jason H

CFP®, Series 66

Calhoun, GA

Starr-Mathews Financial, LLC

Jason Holland is a Certified Financial Plannerâ„¢ and Certified Public Accountant with 22 years of experience. He has been with Starr-Mathews Financial, LLC since 2005. In addition to his advisory role, he provides tax preparation services through a separate entity, Holland Capital Advisors, Inc. Starr-Mathews Financial, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm emphasizes fundamental analysis with a long-term orientation and provides ERISA fiduciary services and a wrap-fee program.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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Lisa M

CFP®

Calhoun, GA

Starr-Mathews Financial, LLC

Lisa Mccanless is a CFP® professional with 13 years of industry experience. She has been with Starr-Mathews Financial, LLC since 2007. Starr-Mathews Financial, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs fundamental analysis with a long-term trading orientation and provides specialized ERISA fiduciary services and a wrap-fee program.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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James M

Series 66

Calhoun, GA

Starr-Mathews Financial, LLC

James Mathews is a financial advisor at Starr-Mathews Financial, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Starr-Mathews Financial since 2005. The firm serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. Starr-Mathews Financial employs a long-term trading approach based on fundamental analysis and provides customized Investment Policy Statements, along with unique services such as ERISA fiduciary plan management and a wrap-fee program.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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Daniel P

CFP®, Series 66

Calhoun, GA

Starr-Mathews Financial, LLC

Daniel Payne is a CFP® with 13 years of experience at Starr-Mathews Financial, LLC and has worked in the financial industry for 24 years. He has provided services through Physicians Insurance Program since 2014 and operates his own accounting and tax preparation practice serving small businesses. Starr-Mathews Financial is a team firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan services, with a focus on fundamental analysis, long-term trading, and ERISA fiduciary responsibilities.

College savings (529s, UTMA, etc.) Annuities Founder/Business Owner
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Meredith H

Series 65

Calhoun, GA

Apollon Wealth Management, LLC

Meredith Holton is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cascade Wealth Management and Regions Bank. Holton is also an independent insurance agent. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio oversight, employing both fundamental and tactical investment approaches.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Mary P

Series 63, Series 65

Calhoun, GA

LPL Financial

Mary Purgason is a financial advisor with LPL Financial in Calhoun, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2009. 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 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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