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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)

Top 30 financial advisors of 355 near 46368

Out of 400,000+ nationwide

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Derek B

Series 66

Merrillville, IN

Merrill

Derek Braggs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2011 and focuses on retirement and college planning for individuals and families. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Before joining Merrill, Derek worked as an environmental scientist for URS Corporation in Chicago, consulting for companies such as BP and ArcelorMittal. He graduated with distinction from Indiana University in 2004. Derek holds the Personal Investment Advisor (PIA) designation. Originally from Northwest Indiana, Derek lives in Valparaiso with his family. He serves as a board member for The Dunes Learning Center and Taltree Arboretum & Gardens. His personal interests include adventure sports, basketball, billiards, camping, golfing, music, reading, skiing, spending time with his family, and table tennis.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy ESG / Sustainable investing
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Ronda S

Series 66

Merrillville, IN

Merrill

Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.

Wealth management General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies
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Colton H

CFP®, Series 66

Crown Point, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Kayla B

Series 66

Michigan City, IN

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive Intergenerational Families
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Daniel R

Series 66

Portage, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jeff J

Series 63, Series 65

Merrillville, IN

Merrill

Jeff Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2002. He specializes in assisting clients with managing their individual wealth through various market cycles, focusing on comprehensive wealth management strategies tailored to clients' specific goals. Jeff's practice areas include college education planning, retirement planning, investment consulting for defined contribution plans, and socially responsible investing. Jeff holds a Bachelor's Degree from Northern Arizona University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes on multiple occasions, including listings in "America's Top Next-Generation Wealth Advisors" and "Best in State Wealth Advisors." Outside of his professional work, Jeff enjoys participating in sports such as football, golf, skiing, and tennis. He also spends time traveling with his wife, Jennifer, and values family time.

Wealth management Passive / index investing ESG / Sustainable investing General retirement planning Retirement income strategy LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Riley F

Series 63, Series 65

Merrillville, IN

Merrill

Riley Fieldhouse is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop tailored strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and saving for unexpected events, while also facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. With expertise as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Riley focuses on helping clients navigate complex financial demands such as home buying, education funding, eldercare, and healthcare planning. He emphasizes ongoing advice and portfolio adjustments aligned with clients’ evolving needs. Riley holds a High School Diploma/GED from Lake Central Highschool.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Elder care planning Medicare planning
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Eric I

ChFC®, Series 66

Chesterton, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Timothy S

Series 63, Series 65, Series 66

Crown Point, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner
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Paul Michael R

Series 63, Series 66

Merrillville, IN

Merrill

Paul Michael Reyes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with entrepreneurs, professionals, business owners, corporate executives, retirees, and families, providing comprehensive wealth management strategies tailored to each client's unique goals. His expertise includes corporate benefits, family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. Paul emphasizes a client-centered approach, focusing on understanding clients' ambitions and responsibilities to deliver personalized financial solutions. Paul has been a financial services professional since 1999, starting his career at Deutsche Bank Alex Brown and later gaining experience at UBS and Morgan Stanley before joining Merrill Lynch in 2015. As a founding member of the RLH Group, he assists clients that include venture capitalists, private equity and technology executives, attorneys, physicians, government employees, contractors, and many recent immigrants from Asia and the Middle East. He has substantial experience in concentrated stock transactions, corporate cash management, 401(k) plans, initial public offerings, mergers and acquisitions, succession and exit planning, and corporate and executive services. He holds a Bachelor's Degree from George Washington University and several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Paul is also involved with professional organizations such as the Association of Corporate Growth - National Capital Region and the Tower Club of Tysons. His community involvement includes participation with AALEAD, the Alexandria Chamber of Commerce, HBI-DC, The Women Center, and Warrior Ethos. Outside of work, he enjoys basketball, golfing, running, soccer, and spending time with his family.

Retirement income strategy Income planning Concentrated stock management Liquidity event planning Business exit / sale strategy Founder/Business Owner Executive Attorney Doctor or Medical Professional Government Employee Immigrants Mid-Career Professionals Parents Married/Couples/Partners
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