Direct booking

firm logo

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 119 near 55313

Out of 400,000+ nationwide

firm logo

Brian D

CFP®, Series 66

Independence, MN

Fidelity

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Wealth management Passive / index investing Active portfolio management
firm logo

Zachary M

Series 66

Delano, MN

Edward Jones

Retirement income strategy Founder/Business Owner Professional Athlete Religious/faith focused
firm logo

Derek L

Series 66

Buffalo, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Steven N

Series 66

Buffalo, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Dentist Financial Professional Educators, Teachers, and Academics Founder/Business Owner
firm logo

Drew R

Series 66

Buffalo, MN

Fidelity

Drew Rudlong is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to design and implement personalized retirement and financial planning strategies aligned with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, assisting clients in navigating complex financial decisions. Drew has been with Fidelity Investments since 2023, where he has held several positions including Financial Representative, Relationship Manager, and Planning Consultant prior to his current role. Before joining Fidelity, he worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Wealth management
firm logo

Lindsey O

Series 66

Delano, MN

Edward Jones

Divorce financial planning General retirement planning Technology Professional Women Professionals
firm logo

Willson B

Series 66

Monticello, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
firm logo

Jena C

Series 66

Big Lake, MN

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
firm logo

Mark R

CFP®, ChFC®, Series 66

Buffalo, MN

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning
user avatar
firm logo

Kory S

Series 63, Series 66

Maple Lake, MN

Merrill

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Wealth management Active portfolio management Mid-Career Professionals Parents
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")