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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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Nichole S

Series 63, Series 65

Vernon, AL

Quincy Wells Advisors, LLC

Nichole Shadow is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Great Point Capital, LLC and Vieth Wealth Advisors. Outside of her advisory role, she is co-owner of 828 Apparel, LLC, a clothing store, and serves as Treasurer/Secretary of the Fayette Kiwanis Club, a charitable organization. Great Point Advisors, LLC offers financial planning, investment consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a mix of fundamental and technical analysis and provides both discretionary and non-discretionary account management.

Retirement income strategy Income planning General tax planning Business succession planning
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Richard M

Series 66

Vernon, AL

Mayers Investment Company, LLC

Richard Mayers is the principal of Mayers Investment Company, LLC in Vernon, Alabama, holding a Series 66 designation with 18 years of industry experience. He has been associated with Mayers and Company since 1978. Outside of advisory services, he is a certified public accountant and serves as president of multiple entities including Mid South Petroleum Corporation and Sipsey River Oil Corporation. Mayers Investment Company, LLC provides referral-based advisory services primarily to individuals, pension and profit-sharing plans, and business entities, directing clients to broker-dealer firms such as Merrill Lynch and Morgan Stanley. The firm does not manage client assets or exercise investment discretion, focusing instead on client referrals without performing security analysis or implementing investment strategies.

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Dannielle R

Series 63, Series 66

Sulligent, AL

MWA Financial Services Inc.

Dannielle Roberts is a financial advisor at MWA Financial Services Inc. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with MWA Financial Services since 2013. She also has a concurrent role with Modern Woodmen Of America since 2012. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, providing most services on a non-discretionary basis.

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