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)

Advisors near 71929

Out of 400,000+ nationwide

user avatar

Chad A

Series 66

Hot Springs, AR

New Horizon Asset Management

General retirement planning General estate planning guidance
user avatar

Steven I

Series 63, Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

General retirement planning Income planning Approaching retirement
user avatar
firm logo

Jared Z

Series 63, Series 65

Hot Springs, AR

Zeiser Wealth Management LLC

Jared Zeiser is a financial advisor at Zeiser Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial Services and Triad Advisors, Inc. Outside of his advisory role, he is a licensed insurance agent. Zeiser Wealth Management LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm employs a disciplined, formula-driven “Advance and Protect” process that integrates quantitative, technical, and fundamental analysis to manage portfolios and offers both discretionary management and stand-alone consulting.

Active portfolio management Options & derivatives strategies
user avatar

Thomas R

Series 65

Hot Springs, AR

Foresight Investment Advisors, LLC

Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.

General retirement planning Income planning Approaching retirement
user avatar
firm logo

Daniel D

Series 63, Series 65

Hot Springs, AR

RCM Wealth Advisors

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.

Options & derivatives strategies Concentrated stock management
user avatar
firm logo

James T

Series 63, Series 66

Hot Springs, AR

William Joseph Capital Management, Inc.

James Tuohey is a financial advisor with William Joseph Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Garland & Greenwood Wealth Advisors, Prince & Tuohey, and Bolmgren RetirePlan Inc. He is also a partner at William Joseph Tax Strategies, LLC, an affiliated accounting and tax services firm. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using customized portfolio construction alongside third-party sub-advisors through the AssetMark platform.

Concentrated stock management Annuities
user avatar
firm logo

Dennis B

Series 63, Series 65

Pearcy, AR

Black Knight Wealth Management, LLC

Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar
firm logo

Daniel B

Series 63, Series 65

Hot Springs, AR

Stephens

Daniel Belz is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been with Stephens since 2006. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a centralized investment process with affiliated sub-advisors and offers specialized strategies alongside research-driven portfolio management.

Wealth management Founder/Business Owner Retired
user avatar
firm logo

Mary N

Series 63, Series 66

Hot Springs, AR

Independent Advisor Alliance, llc

Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked at LPL Financial and Woodmen Financial Services, Inc., and provides administrative support to Independent Advisor Alliance. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates, offering services including asset management, financial planning, and retirement plan consulting through a network of 219 advisors using a range of investment approaches and technology platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar
firm logo

Frederick B

Series 63, Series 65

Hot Springs, AR

Stephens

Frederick Blagg is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 1999. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors across equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.