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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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Evan M

Series 65

Canadian, TX

Golden Spread Wealth, LLC

Evan Mc Mordie is a financial advisor at Golden Spread Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Compass Financial Strategies, Capital Strategies, The Scioli Group, and Texas Tech University. He serves as a trustee for the Frank McMordie Family Trust, overseeing agricultural and petroleum interests. Golden Spread Wealth provides discretionary portfolio management and individualized financial planning to individuals, charitable organizations, and corporate clients. The firm employs a mix of fundamental, technical, and cyclical analysis to build long-term investment plans and engages in due diligence on private placements and alternative investments.

Wealth management
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Kinsey B

Series 66

Canadian, TX

Perennial Wealth Advisors, LLC

Kinsey Burrus is a financial advisor at Perennial Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of his advisory role, Burrus co-owns a cattle grazing operation and is involved in managing inherited real estate and mobile home park holdings. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm employs a strategic asset allocation framework focused on ETFs, mutual funds, and select liquid alternatives, offering regular client reviews and tailored portfolio management.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner
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Sheri H

Series 63, Series 65

Canadian, TX

OSAIC

Sheri Hensley is a financial advisor at OSAIC with 35 years of industry experience and holds Series 63 and Series 65 licenses. Her prior roles include positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of her advisory work, she serves as treasurer for her family farm and a quarter horse breeding operation, and is involved as a board member and bookkeeper for the Canadian Rotary Club. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Michael G

CFP®, Series 63

Canadian, TX

LPL Financial

Michael Gardiner is a CFP® with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at Avantax Investment Services, Fillingim, Gardiner, Green & Mcnair, and 1st Global Advisors, among others. In addition to his advisory work, he operates a CPA firm and is a licensed notary. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and flexible investment solutions tailored to client needs.

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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Charles M

Series 66

Canadian, TX

Raymond James Financial

Charles Mann is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2010 to 2023. Outside of advising, he is a partner in a family cattle stocker business and also works as an independent contractor for Habit Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a wide affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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