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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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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and combines fundamental, technical, and cyclical analysis without permitting discretionary trading by its advisors at the individual account level.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hantz Financial Services since 2021. His prior experience includes roles at Alro, Quicken Loans, and Wayne State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a broad range of financial planning, portfolio management, and retirement-plan advisory services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher R

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. based in Tecumseh, MI. He holds a Series 66 designation and has experience working in various roles outside of the financial industry, including positions at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brady B

CFP®, ChFC®, Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon O

Series 63, Series 66

Adrian, MI

The huntington Investment company

Brandon Ohlinger is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. He has six years of industry experience, including ten years with Huntington National Bank prior to his current role. The Huntington Investment Company offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, managing approximately $6.3 billion in assets across nearly 400 advisors.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Amanda C

Series 63, Series 65

Tecumseh, MI

The huntington Investment company

Amanda Cravens is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Huntington National Bank and its affiliated investment firms since 2016. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models and offers specialized services such as tax management and impact/ESG overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Collin K

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Collin Korte is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 66 designation and seven years of industry experience. He has been with the Hantz Group since 2018 and previously worked with Prep Baseball Report and Inverness Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated tax, consulting, insurance, and mortgage businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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