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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

27 advisors near 29550

Out of 400,000+ nationwide

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Robert T

Series 63, Series 66

Florence, SC

Truist Advisory Services

Robert Timms is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2018, following several years at BB&T in various investment and banking roles. Timms serves as Vice President of Greater Florence Habitat for Humanity, participating in board meetings and committees for the nonprofit organization. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Jason T

Series 66

Florence, SC

Janney Montgomery Scott

Jason Thompson is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Janney in 2025. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a range of services including portfolio management, financial planning, retirement advisory, and brokerage.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Leah P

Series 66

Hartsville, SC

Kestra Advisory

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jacob D

Series 66

Hartsville, SC

Kestra Advisory

Jacob Davidson is a financial advisor with Kestra Advisory who holds a Series 66 license and has five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also affiliated with Define Wealth Financial Group, where he advises clients on financial goals and manages service work related to annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, overseeing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John C

CFP®, Series 66

Florence, SC

Janney Montgomery Scott

John Chase Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes extensive tenure at Janney and its affiliated entities, as well as Wells Fargo Clearing and Wells Fargo Advisors. He serves on the Finance Committee of Central United Methodist Church in Florence, SC. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing over $100 billion in client assets, offering a wide range of portfolio management, financial planning, and retirement advisory services to individuals, institutions, and charities.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Virginia A

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Virginia Allen is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked at Janney Montgomery Scott since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Phillip H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Phillip Hobbs is a financial advisor with Janney Montgomery Scott in Florence, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at State Farm VP Management Corp and various insurance agencies. He also served in the South Carolina House of Representatives from 2015 to 2018. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage across individual, corporate, charitable, and institutional accounts.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Jessica H

Series 63, Series 66

Florence, SC

Janney Montgomery Scott

Jessica Hill is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2018, with prior experience at FirstBancorp, Infinex Investments, and Wells Fargo Advisors. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Wayne H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Wayne Howle is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Janney since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Ruling Elder on the Session of Darlington Presbyterian Church in South Carolina. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a diverse range of services including portfolio management, financial planning, retirement advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Edward R

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Edward Reames is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Emily R

Series 66

Florence, SC

LPL Financial

Emily Ridenhour is a financial advisor with LPL Financial in Florence, SC, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial and Armstrong Wealth Management Group since 2011 and previously spent five years at Stella & Dot. Emily is a co-owner of Ridenhour, LLC, a business entity used for tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and delivers services through 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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Hannah A

Series 66

Hartsville, SC

Edward Jones

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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

Series 66

Hartsville, SC

Edward Jones

Jordan Melton is a financial advisor with Edward Jones in Hartsville, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton is involved in land and timber businesses, managing agricultural and raw land holdings in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Nancy M

Series 66

Darlington, SC

Edward Jones

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Divorce financial planning General estate planning guidance Retirement income strategy Planning for children with special needs Wealth management Military & Veterans
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Marvin O

PFSâ„¢, Series 63

Hartsville, SC

Cetera

Marvin Odom is a financial advisor with Cetera, holding the PFSâ„¢ and Series 63 designations and bringing 31 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Outside of his advisory role, he serves as president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party 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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Reginald A

Series 63, Series 65

Florence, SC

LPL Financial

Reginald Armstrong is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2002. Outside of his advisory role, he serves as the Director of the Permanent Diaconate for the Diocese of Charleston. 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 combines advisory and brokerage services.

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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Howard T

Series 63, Series 65

Hartsville, SC

Edward Jones

Howard Tripp III is a financial advisor at Edward Jones in Hartsville, SC, with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with Edward Jones since 2012. Outside of his advisory role, he is involved in managing an apartment rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Harry C

Series 63, Series 65

Florence, SC

LPL Financial

Harry Carter III is a financial advisor with LPL Financial in Florence, SC, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2002. Outside of his advisory work, he is a member of the Florence Kiwanis Club and serves as a notary public, providing services to clients as needed. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of delivery options, from financial planning to third-party asset management, through its extensive 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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Jason C

Series 66

Florence, SC

LPL Financial

Jason Christmas is a financial advisor with LPL Financial in Florence, SC, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he provides tax preparation services for family and offers financial counseling through Magellan Federal. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party asset management, and both discretionary and non-discretionary arrangements 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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Joseph T

ChFC®, Series 63, Series 65

Hartsville, SC

Edward Jones

Joseph Thomas is a financial advisor at Edward Jones with over 22 years of industry experience. He has held the ChFC® designation and holds Series 63 and Series 65 licenses. Thomas has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Johnathan C

Series 66

Hartsville, SC

Edward Jones

Johnathan Campbell is a financial advisor with Edward Jones in Hartsville, SC, holding a Series 66 designation and two years of industry experience. He previously worked at Mutual Savings Bank and has a background that includes roles at Southern Hops Brewing Company and Shugs Smokehouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Series 66

Florence, SC

LPL Financial

Matthew Ridenhour is a financial advisor with LPL Financial in Florence, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is the owner of Ridenhour, LLC, a business entity used for tax and investment purposes. 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 broad range of investment solutions supported by an in-house research team and 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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Frances J

Series 66

Hartsville, SC

STIFEL

Frances Jones is a financial advisor at Stifel in Hartsville, SC, with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2012. Outside of her advisory role, she serves as a trustee for McLeod Regional Health Center and Lake Junaluska Assembly, Inc., where she participates in governance and finance committee activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and probabilistic modeling through its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

General retirement planning Income planning
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David C

CFP®, ChFC®, Series 66

Darlington, SC

Edward Jones

David Corry is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations, and has been with Edward Jones since 2010. Outside of his advisory role, Corry serves on the board of Genesis Health Care, Inc. in Darlington, SC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of 23,701 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert M

Series 63, Series 65

Hartsville, SC

Mass Mutual Investors Services

Robert McGee Jr. is a financial advisor with MassMutual Investors Services in Hartsville, SC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with MassMutual and its affiliated entities since 1993. Additionally, he serves as an individual life insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Coy K

Series 63, Series 65

Darlington, SC

Kirby Financial Associates, LLC

Coy Kirby is the principal of Kirby Financial Associates, LLC, an independent advisory firm based in Darlington, SC, with 15 years of industry experience. He has worked with Lincoln Financial and its affiliates since 2006. Kirby also operates as a licensed insurance agent offering accident, health, disability, fixed and indexed annuities, traditional life insurance, and insurance components of health savings accounts. Kirby Financial Associates serves individuals, trusts, estates, and charitable organizations by providing investment advisory services through referrals to an unaffiliated third-party investment adviser. The firm does not offer in-house portfolio management or custody but coordinates client reviews and delivers disclosure materials related to the referral arrangement.

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