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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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Gelasia S

CFP®, Series 66

Graford, TX

Steed Investments, LLC

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

General retirement planning General estate planning guidance
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Michael B

CFP®, Series 63, Series 65

Mineral Wells, TX

Western Reserve Wealth Management LLC

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Annuities
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Joshua S

Series 65

Millsap, TX

Fortress Financial Solutions, LLC

Income planning Retirement income strategy Social Security optimization Charitable giving & philanthropy Retired
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Jodie B

Series 63, Series 65

Millsap, TX

LPL Financial

Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. Barnes is also involved in non-variable insurance sales through several related entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through its large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kelsey C

Series 66

Mineral Wells, TX

Edward Jones

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
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John B

Series 63, Series 65

Mineral Wells, TX

LPL Financial

John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at ICA Group Wealth Management and Investment Centers of America. Outside of financial advising, he operates John Berry Ranch, where he cares for and sells cattle. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Chuck B

Series 66

Brock, TX

LPL Financial

Chuck Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a CPA practice focused on tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Laura W

CFP®, Series 66

Mineral Wells, TX

LPL Financial

Laura Watson is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management and Investment Centers of America. Watson serves as a council member for the City of Mineral Wells, Texas. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Sarah H

Series 66

Mineral Wells, TX

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional Hispanic/Latino/Latinx
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James W

Series 63, Series 65, Series 66

Mineral Wells, TX

Edward Jones

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