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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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Walker S

Series 63, Series 65

Ruidoso, NM

Stonebridge Capital Management NW, LLC

Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.

Active portfolio management Passive / index investing Options & derivatives strategies
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Michael A

Series 63, Series 65

Alto, NM

Cetera

Michael Anderson is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 1999. Outside of his advisory role, Anderson is the sole proprietor of a CPA firm, which he has owned since 1987. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, employing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Amanda B

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Jo Anna L

Series 66

Ruidoso, NM

Edward Jones

Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner Professional Athlete Intergenerational Families
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Eric E

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Retirement income strategy Early retirement planning Retirement withdrawal strategies Wealth management
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Jay M

Series 63, Series 65

Alto, NM

LPL Financial

Jay Mathis is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Momentum and LPL Financial in earlier periods. Outside of finance, he provides labor services at El Sueno Bed and Breakfast, a small hospitality business in Alto, New Mexico. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports various investment approaches through in-house research, model portfolios, third-party managers, and customized client solutions delivered via 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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Julia M

Series 66

Ruidoso, NM

Edward Jones

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Karen R

Series 66

Ruidoso, NM

Edward Jones

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