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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 594 near 54115

Out of 400,000+ nationwide

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James G

Series 63

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies Wealth management
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Mark Z

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner
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Melissa H

Series 66

Kaukauna, WI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Real estate investing Founder/Business Owner Executive Religious/faith focused
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Ilya D

Series 66

Green Bay, WI

Merrill

Ilya Dayter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Green Bay, Wisconsin. He provides wealth management services to a diverse clientele, including business owners, entrepreneurs, corporate executives, and individual investors across the country. Ilya’s practice emphasizes a comprehensive approach, working closely with clients and their professional advisors to integrate areas such as employee benefits, trust and wealth transfer planning, and exit strategies. Prior to his financial services career, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles involving coalition coordination and infrastructure development partnerships. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ilya earned a bachelor’s degree from Chapman University and is fluent in English and Russian. Beyond his professional role, Ilya is involved in several community and veteran organizations. He serves on the Village of Howard Police and Fire Commission and has been active with the Bank of America Military Support & Assistance Group, the Northeast Wisconsin Veterans Alliance, Freedom House, and the Howard Suamico Business Professional Association, where he previously served as president. He resides in Green Bay with his family and enjoys activities such as traveling, gardening, golf, tennis, scuba diving, skiing, and spending time with his family.

Wealth management Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals Sandwich Generation Immigrants
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Justus H

Series 66

Green Bay, WI

Merrill

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on aligning client goals with suitable financial strategies and conducts due diligence on the team’s investment strategies and portfolios. His client services encompass areas such as endowments, foundations, non-profits, defined contribution plans, legacy and LGBT wealth planning, retirement income, tax minimization, and socially responsible investing. Justus began his financial services career in 2003 at a Fortune 100 company as an Investment Analyst specializing in corporate bonds. He holds the Chartered Financial Analyst® (CFA®) designation earned in 2006, as well as additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, and traveling with his wife Katie and their two sons. He serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. Justus was recognized as a member of the RH Group Wealth Management team on the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Wealth management Retirement income strategy Retirement withdrawal strategies Social Security optimization ESG / Sustainable investing LGBTQIA Values-based investing
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Keith N

Series 66

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Kristin Z

CFP®, Series 66

Kaukauna, WI

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy General estate planning guidance
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Lee S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Charlie R

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Maxwell G

Series 66

Green Bay, WI

Merrill

Maxwell Gallagher is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial matters, including investing, retirement planning, and preparing for unexpected expenses. Maxwell also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Maxwell's expertise lies in helping clients manage competing financial demands such as purchasing a home, saving for college, and planning for healthcare needs. He collaborates with clients to define their financial goals and selects portfolio strategies designed to meet those objectives. He offers ongoing advice and adjusts strategies as clients' situations evolve. He holds a Bachelor's Degree from Marquette University and maintains the Personal Investment Advisor (PIA) designation.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Elder care planning Home buying
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