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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

3 advisors near 16915

Out of 400,000+ nationwide

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Lyndsey J

Series 66

Coudersport, PA

Edward Jones

Lyndsey Jones is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at UPMC Cole and Blake Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs supported by a large network of financial advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Benjamin H

Series 63, Series 66

Coudersport, PA

LPL Financial

Benjamin Howe is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cetera Investment Advisor LLC and Cetera Investment Services LLC for over a decade. Outside of his advisory role, he is employed with Northern Tioga School District and Cummins Cider Mill in positions unrelated to investment activities. 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 variety of investment solutions supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and customized advisory arrangements.

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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Ryan J

Series 66

Coudersport, PA

Edward Jones

Ryan Jones is a financial advisor with Edward Jones in Coudersport, PA, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Jones teaches a non-credit continuing education course on the stock market and investing at Indiana University of Pennsylvania. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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