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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 32340

Out of 400,000+ nationwide

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Gary H

Series 63, Series 66

Madison, FL

Edward Jones

Gary Howard is a financial advisor with Edward Jones in Madison, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of America, N.A. and Merrill from 2016 to 2022, as well as Primerica Advisors and Primerica Financial Services in 2015 and 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Madison, FL

Edward Jones

James Davis is a Series 66-licensed financial advisor at Edward Jones in Madison, Florida, with seven years of industry experience. Prior to joining Edward Jones in 2018, he held positions including Clerk of Court for Madison County and roles in educational organizations. Outside of finance, he co-manages Daylight Salon and Spa, a local business he has been involved with since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of 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

Series 66

Madison, FL

LPL Financial

John Poore II is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America Inc. In addition to his advisory role, he serves as Vice President of Retail Investments at Madison County Community Bank. 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 combines advisory operations with non-advisory financial products.

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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