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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

11 advisors near 31313

Out of 400,000+ nationwide

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Len G

ChFC®, Series 63, Series 65

Hinesville, GA

Capital Investment Advisory Services, LLC

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including roles at ProEquities, Inc., and operating his own firm, Graddy & Associates Financial Group, since 1980. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing various analytical methods and regular portfolio reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Travis B

Series 66

Hinesville, GA

First Command Advisory Services

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years before joining First Command in 2021. Bowen is also the CEO of T Bowen Consulting, LLC, a business used for payroll purposes. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes face-to-face financial coaching and structured, advisor-led planning relationships delivered through its Tailored Professional Services engagement and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Ralph K

Series 66

Hinesville, GA

First Command Advisory Services

Ralph Kauzlarich is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has worked with various entities within the First Command family since 2019 and previously was employed at APR Energy, LLC and Georgia Military College. Outside of his advisory role, he is president and COO of Kauz & Effect Consulting, LLC, through which he consults a law firm on a specific case. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured, ongoing financial coaching and portfolio management through its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Alexander S

Series 66

Hinesville, GA

First Command Advisory Services

Alexander Stewart is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with First Command in various capacities since 2021. Outside of his advisory role, Stewart serves as a Commander and Qualified Intelligence Officer with the Louisiana Army National Guard. First Command Advisory Services provides financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products to a diverse client base, including individual, high-net-worth, corporate, and charitable clients. The firm offers advisor-led planning relationships and structured financial coaching through its Tailored Professional Services engagement, alongside discretionary portfolio management via its Asset Management Solutions program.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Douglas O

Series 63, Series 65

Hinesville, GA

First Command Advisory Services

Douglas Overbey is a financial advisor with First Command Advisory Services in Richmond Hill, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans, periodic reviews, and access to designated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Robert L

ChFC®, Series 66

Hinesville, GA

Edward Jones

Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Ludowici, GA

OSAIC

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 16 years. He is also involved in owning an insurance brokerage and serves as a financial advisor for Centinel Financial Group. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Derek S

Series 63, Series 66

Hinesville, GA

OSAIC

Derek Sills is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Heritage Bank, LPL Financial, and Triad Advisors. He is also the owner of Heritage Group Financial Services LLC, a business involved in investments, insurance, and financial services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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Dante W

Series 66

Hinesville, GA

Raymond James Financial

Dante Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Thrivent Financial and has held roles outside finance, including involvement with small businesses such as Happy Feet and First Responder Candles. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Matthew C

Series 63, Series 66

Hinesville, GA

Raymond James Financial

Matthew Cardella is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones from 2002 to 2020 and has also been involved with Cardella Capital Group and Whoa Nelly Advisors LLC. He manages YRP Capital Group, an entity associated with his Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a significant portion of assets advised on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Anthony D

Series 66

Hinesville,, GA

Raymond James Financial

Anthony Dale is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has experience in law enforcement with the Statesboro Police Department. Outside of advising, he is the CEO of A.L. Dale Enterprise, a support company based in Hinesville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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