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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Harrison T

Series 66

Fort Lee, NJ

Integrated Wealth Concepts LLC

Harrison Till is a financial advisor with Integrated Wealth Concepts LLC in Fort Lee, NJ, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is involved with Till Advisory and Capital Management, LLC, a business entity for tax and investment purposes. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing around $16 billion in client assets.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
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Martin E

Series 63, Series 65

Secaucas, NJ

Integrated Wealth Concepts LLC

Martin Eisenstein is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal and accounting services, operating his own CPA and attorney practice since 1980. Eisenstein is also involved in tax planning, financial mapping, and business management through related non-investment ventures. Integrated Wealth Concepts LLC is a national wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement advisory, and tailored family office services through a network of approximately 452 advisors managing about $16 billion in client assets.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
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