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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

20 advisors near 31516

Out of 400,000+ nationwide

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Matthew T

Series 66

Blackshear, GA

Kestra Private Wealth Services, LLC

Matthew Tuten is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Avantax Insurance Services, Northwestern Mutual, and Crosslink Life Sciences. He is a managing partner at BYRT Financial Advisors, LLC, overseeing office operations and business decisions. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios across multiple platforms with both discretionary and non-discretionary account options.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam T

Series 66

Blackshear, GA

Kestra Private Wealth Services, LLC

Adam Tolle is a financial advisor at Kestra Private Wealth Services, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Clinch County Board of Assessors and holds leadership positions with local nonprofit organizations, including President and Treasurer of the Clinch County Lions Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to in-house and third-party solutions.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Roy S

Series 66

Waycross, GA

Cape Investment Advisory, Inc.

Roy Smith is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Paragon Partners. In addition to his advisory role, he serves as a regional client manager supporting and educating state of Georgia plan participants for defined contribution plans through ACCG’s retirement solutions. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients through a multi-office network of approximately 40 advisors and uses a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Private / alternative investments Options & derivatives strategies
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Kella B

Series 66

Waycross, GA

Kestra Private Wealth Services, LLC

Kella Bell is a Series 66-licensed financial advisor with Kestra Private Wealth Services, LLC, bringing three years of industry experience. She has prior experience with Avantax Advisory Services and Avantax Investment Services, and she is also a partner at BYRT CPAs, LLC, where she manages tax planning and staff training. Outside of her advisory and accounting roles, she occasionally assists with bookkeeping at a family-owned hardware store and serves as a check signer for a local nonprofit organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with access to multiple platforms, in-house and third-party solutions, and specialized programs such as private fund placements and banking-related offerings.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jacob E

Series 63, Series 65

Blackshear, GA

Kestra Private Wealth Services, LLC

Jacob Evors is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. Outside of his advisory role, he is involved with Inspired Wealth Planning, providing investment advisory services and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory and investment management solutions while supporting independent advisor decision-making within a regulated framework.

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul W

Series 66

Waycross, GA

OSAIC

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, Walker owns and consults for Sapp's Florist and supervises the financial secretary at First Assembly of God church. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Ethan L

Series 66

Waycross, GA

LPL Financial

Ethan Lowman is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at John Colegrove, Inc. and Erik Thompson Financial Strategies, LLC, as well as work with the University of Georgia Athletic Association and local schools. 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 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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Daniel B

ChFC®, Series 66

Waycross, GA

Edward Jones

Daniel Bennett III is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Outside of his advisory role, he serves as chairman of the finance committee for the First Baptist Church of Blackshear, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by 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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John P

CFP®, Series 63, Series 66

Waycross, GA

Edward Jones

John Pfaff is a CFP® professional with 39 years of experience and has been with Edward Jones since 1986. He holds Series 63 and Series 66 licenses and is based in Waycross, GA. Outside of his advisory role, he owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million clients across retail and institutional categories, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

Retirement income strategy Wealth management General estate planning guidance Business ownership considerations Business succession planning Founder/Business Owner
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Van H

ChFC®, Series 63, Series 66

Waycross, GA

Edward Jones

Van Higginson Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is involved in farming, managing a 25-acre farm in Blackshear, GA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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

Series 66

Waycross, GA

LPL Financial

Patrick Hayman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Bb&T Securities, LLC and BBTIS. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a 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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Jamie R

Series 66

Waycross, GA

Cambridge Investment Research Advisors

Jamie Richardson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Waycross, GA, with four years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2022 and also works with Smart Pro Financial. Outside of finance, Richardson is a professional musician involved in live and studio performances and owns Atlas Digital Audio, a live and studio audio visual recording business. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and strategies tailored by advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Justin D

CFP®, Series 66

Waycross, GA

Edward Jones

Justin Dixon is a CFP® professional with 16 years of industry experience, currently affiliated with Edward Jones since 2009. He holds the Series 66 designation and is based in Waycross, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary 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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Hannah C

Series 66

Waycross, GA

Edward Jones

Hannah Crosby is a Series 66 licensed financial advisor with Edward Jones, based in Waycross, GA. She has been with Edward Jones since 2018 and has five years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Angela D

Series 66

Waycross, GA

Edward Jones

Angela Deal is a financial advisor at Edward Jones in Waycross, GA, with one year of industry experience. She has been with Edward Jones since 2016 and previously served on the Bacon County Board of Education from 2014 to 2016. Outside of her advisory role, she manages a family farm house rental and leases farm land in Alma, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by 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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Steven S

Series 66

Waycross, GA

Edward Jones

Steven Stipe Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he was involved with Stipe Farms, LLC, where he continues as a co-owner and assists with maintaining the grounds. 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 through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Mackenzie P

Series 66

Waycross, GA

Edward Jones

Mackenzie Pfaff is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to her current role, she held positions in pharmacy and hospitality. Outside of her advisory work, Pfaff serves as the finance committee chair for St. Joseph's Catholic Church in Waycross, GA, where she leads board meetings and reviews the church's budget. 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 variety of advisory strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Cary B

Series 63, Series 65

Blackshear, GA

Cetera

Cary Bennett is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Concourse Financial Group Securities Inc. Bennett is president of Bennett, Bennett & Johnson Insurance Agency and serves on the board of the nonprofit Frontier Tribal Missions. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

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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Raymond H

CFP®, Series 63, Series 66

Waycross, GA

OSAIC

Raymond Hines is a CFP® with 24 years of industry experience, currently serving at OSAIC since 2024. He is also the owner of Hines Capital, which he has operated since 2012. Outside of his advisory work, he owns several non-investment businesses, including a sports insurance referral partnership, a storage unit company, and an agricultural land LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charities. The firm offers a variety of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Stephen J

Series 63, Series 66

Blackshear, GA

Edward Jones

Stephen James is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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