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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)

Top 30 financial advisors of 1,566 near 89149

Out of 400,000+ nationwide

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Artem R

Series 66

Henderson, NV

Fidelity

Artem Rusakov is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Artem's career in the financial services industry began in 2019 with Wells Fargo, where he worked as a Teller and Banker, followed by a position as a Personal Banker at Keybank from 2020 to 2021. Artem holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial services. He is committed to working with clients to develop customized financial plans that address their unique family needs and goals. Outside of his professional career, Artem enjoys comedy, movies, and skiing.

Wealth management Cash flow / budgeting
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Todd H

Series 63, Series 66

Henderson, NV

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Paul B

Series 63, Series 65

Henderson, NV

Merrill

Paul Biafore is the Senior Resident Director at Merrill, where he provides personalized wealth management strategies tailored to clients' individual goals and aspirations. He works closely with clients to develop flexible financial plans that adapt to changing market conditions, offering access to Merrill's investment insights and Bank of America's banking and lending solutions. His client focus areas include college education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. With a background that includes senior roles in the gaming industry and experience as a college basketball manager, Paul serves a diverse client base that includes C-suite executives, professional and college basketball coaches, retirees, and non-profit organizations. He collaborates with clients' CPAs, estate and tax attorneys to provide comprehensive strategies that address managing risk, creating legacies, and helping clients pursue long-term financial goals. As a qualified Portfolio Manager, he builds and manages customized investment strategies, which may include individual securities, Merrill model portfolios, and third-party strategies, sometimes managing portfolios on a discretionary basis. Paul earned a bachelor's degree in Business Management from the University of Nevada-Las Vegas, where he served as Senior Student Manager for the men's basketball team that won the 1990 NCAA Championship. He was honored as the 2011 Lee Business School Alumnus of the Year at UNLV. Additionally, Paul holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He supports community organizations such as the National Youth Sports Organization and the UNLV College of Business. Outside of work, his interests include basketball, golfing, music, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Executive Approaching retirement Retired Mid-Career Professionals
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Sarah B

Series 66

Henderson, NV

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional
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Mark V

Series 63, Series 65

Henderson, NV

Merrill

Mark Ventresco is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience advising business owners, executives, retirees, and multi-generational families on significant financial decisions such as transferring or selling a business, optimizing executive compensation, tax-minimization strategies, and legacy planning. Mark and his team focus on providing a customized and coordinated approach that addresses the complexities of significant wealth, allowing clients to concentrate on their personal and professional priorities. Mark has worked in financial services since 1993 and joined Merrill Lynch Wealth Management in 2013. He holds an M.B.A. in business management from Pepperdine University, where his capstone project focused on transition planning for privately held business owners. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA). He is also a member of the Graziadio Alumni Network and the Pepperdine University Alumni Association. Outside of his professional role, Mark enjoys renovating homes, classic cars, and rock and roll. He and his wife Amy have one daughter, Lauren.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Jeramy W

CFP®, Series 66

Las Vegas, NV

Edward Jones

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Jose C

Series 66

Las Vegas, NV

Merrill

Jose Castruita is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized money management strategies. He focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. Jose holds a Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Riverside City College. Fluent in English and Spanish, he emphasizes understanding clients' personal priorities to create financial approaches tailored to their unique goals and life circumstances. Outside of his professional role, Jose enjoys baseball, cooking, golfing, and softball.

Wealth management Family Business General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Kent B

Series 63, Series 65

Las Vegas, NV

Merrill

Kent Baker is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing extensive experience to his role in helping clients manage their wealth. Kent focuses on developing personalized wealth management strategies tailored to individual financial goals and market conditions, utilizing resources from Merrill and Bank of America to offer investment insights and banking solutions. Kent holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Shawnee Mission Northwest. Beyond his professional work, Kent is involved in his community through participation with Blue Valley Rec Youth Baseball, Shawnee Community Services, and the United Methodist Church of the Resurrection.

Wealth management
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Trent G

Series 66

Las Vegas, NV

Merrill

Trent Gneiting is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined the team in 2018. In his role, Trent focuses on serving a diverse client base that includes corporate executives, business owners, and individuals in the sports and entertainment industries. His areas of expertise encompass equity compensation strategies, portfolio management, retirement planning, concentrated stock strategies, and trust and estate planning services. Trent leverages his experience to develop tailored financial strategies that address the unique needs of his clients. Trent holds a Bachelor's degree in Economics, with a minor in Business Management, from Brigham Young University. Prior to his current position, he worked as a Research Analyst for Merrill Bateman Associates – Economic Consulting Group and completed internships with Transamerica and Stanford University's Wharton College Clean Energy Project. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Trent enjoys spending time with his wife, Rachael, and their two children. His personal interests include a variety of sports such as basketball, volleyball, football, and skiing, as well as outdoor activities like hiking. Trent is involved in professional and community organizations including the Church of Jesus Christ of Latter-day Saints, BYU, Habitat for Humanity, and served on the Italy Milan LDS Mission.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Retirement income strategy Wealth management General estate planning guidance Executive Founder/Business Owner Approaching retirement
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Heather D

Series 66

Las Vegas, NV

Merrill

Heather Djan is a Financial Advisor with Merrill Lynch Wealth Management. She provides guidance tailored to clients' unique ambitions, focusing on areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heather began her financial services career with UBS in New York City in 2007. In 2010, she joined Merrill Lynch Wealth Management in Northshore, Long Island, and transferred to Las Vegas in 2014. She holds a Bachelor's Degree from SUNY Old Westbury and has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from New York, Heather has lived in Las Vegas for the past nine years. She spends much of her time with her family, exploring local dining, entertainment, hiking trails, and supporting new businesses. Her personal interests include antiquing, dancing, drawing/sketching, interior decorating, music, photography, sewing, traveling, and woodworking.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Women's Finance Women Professionals
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