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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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Robert D

CFP®, Series 63

Hermann, MO

Peoples Savings Wealth Management LLC

Robert Darr is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Peoples Savings Wealth Management LLC. His prior experience includes roles at Peoples Savings Bank, Cambridge Investment Research Advisors, and Bank of Missouri. Peoples Savings Wealth Management LLC provides financial planning, portfolio management, and pension consulting services to individual clients and pension or profit-sharing plans. The firm utilizes fundamental analysis and modern portfolio theory with a focus on insurance products and ETFs, offering discretionary management and tailored model allocations while maintaining fiduciary responsibilities under ERISA/IRC.

Annuities College savings (529s, UTMA, etc.) Debt management
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James S

Series 63, Series 65

New Haven, MO

&PARTNERS

James Stiles is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining &Partners in 2024, he spent 25 years at Edward D. Jones & Co., L.P. In addition to his advisory work, he manages a farm in Gerald, MO, which includes leasing land for hunting and crop production. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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John L

Series 66

Hermann, MO

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Donald R

Series 63, Series 66

New Haven, MO

Edward Jones

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Jeffrey A

Series 63, Series 66

Warrenton, MO

Edward Jones

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