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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

15 advisors near 44610

Out of 400,000+ nationwide

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Alexis G

Series 65

Berlin, OH

Hummel Wealth Management, LLC

Alexis Glessner is a Series 65-licensed advisor with Hummel Wealth Management, LLC, based in Berlin, Ohio, with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans and their fiduciaries, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on plan-level services such as fund selection advice and investment performance monitoring, typically recommending mutual funds and employing fundamental and technical analysis tailored to each plan sponsor’s objectives.

Cash flow / budgeting Retired Founder/Business Owner
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Andrew M

CFP®, Series 63

Berlin, OH

On Investment Management CO

Andrew Miller is a CFP® with 17 years of experience in the financial industry, currently serving at Hummel Wealth Management, LLC. He has worked concurrently at The O.N. Equity Sales Company and Hummel Insurance Group since 2008. Outside of his advisory roles, Miller operates two small businesses, Beachy's Country Chalet and Miller Mowing, and serves as the fiscal officer for Sugarcreek Township. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans and fiduciaries, focusing on plan-level reviews, fund selection, participant education, and investment monitoring. The firm emphasizes pension consulting over discretionary management and often incorporates fundamental and technical analysis in its recommendations.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Logan M

Series 63, Series 65

Berlin, OH

On Investment Management CO

Logan Mast is a financial advisor at O.N. Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory work, he operates a small hobby business as a dog broker, connecting breeders with buyers. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Bailey C

Series 63, Series 66

Navarre, OH

The huntington Investment company

Bailey Carani is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining the firm, Carani worked at Huntington National Bank and Citizens Bank. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform that combines third-party sub-managers, wrap strategists, and proprietary models, and offers specialized program options including Private Wealth Consulting and tax-management overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Benjamin M

Series 66

Sugarcreek, OH

Commonwealth Financial Network

Benjamin Minard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Commonwealth since 2013 and is co-owner of MaPP Investment Service, LLC. Outside of advisory work, he is a business consultant through Minard Executive Strategies LLC and serves as an advisory board member for the MWCD Social Welfare Trust. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, technology, investment management, compliance, and practice management. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Zachary S

Series 66

Millersburg, OH

Cetera

Zachary Schuch is a financial advisor with Cetera, holding a Series 66 designation and based in Millersburg, OH. He has been with Cetera and related entities since 2025. Prior to his current role, his work experience includes positions at Inogen and The College of Wooster. 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 investment management and fiduciary services, combining advisor-managed accounts, firm-sponsored 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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Bartley H

Series 66

Sugar Creek, OH

Charles Schwab

Bartley Hostetler is a financial advisor with Charles Schwab who holds a Series 66 designation and has 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2007 and previously spent 11 years with Charles Schwab Bank. Outside of his advisory role, Hostetler is an independent contractor serving as a basketball official for junior and high school contests and is also a silent partner investor in an agriculture-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services with a multi-asset investment approach supported by centralized operations and a formal alternative-investment process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Lucas F

Series 66

Sugarcreek, OH

Edward Jones

Lucas Fox is a financial advisor with Edward Jones in Sugarcreek, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including Everence Trust Company, ProEquities, Inc., and The Huntington Investment Company. Outside of his advisory role, Fox is an ordained minister who preaches and visits people, including conducting jail visits. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Founder/Business Owner
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Tina S

Series 63, Series 66

Navarre, OH

Fidelity

Tina Snyder is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC and Merrill. She is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from an investable universe of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Robin H

Series 63

Millersburg, OH

LPL Financial

Robin Hovis is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining LPL Financial in 2022, Hovis worked at Edward D. Jones & Co., L.P. for 34 years. Outside of advisory work, Hovis owns a catalog supply business serving nonprofits. 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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Neal C

ChFC®, Series 63

Sugarcreek, OH

Cambridge Investment Research Advisors

Neal Clemens is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously operated Covenant Financial Advisors since 2004. Outside of advising, Clemens is a licensed drone pilot and is involved in coaching and consulting services through multiple related businesses. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals. The firm supports a range of investment strategies implemented via multiple custodians and account platforms.

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

Series 66

Millersburg, OH

Edward Jones

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, 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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Robert R

Series 66

Berlin, OH

Edward Jones

Robert Roth is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 license and has been with Edward Jones since 2018, following seven years at Waikem Auto Family. Roth is also a co-owner and beneficiary of Sugar Bay Properties, LLC, a renovation and resale business. 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 with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance ESG / Sustainable investing Founder/Business Owner
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David Z

Series 63, Series 66

Navarre, OH

Thrivent Investment Management

David Zastawny is a financial advisor with Thrivent Investment Management in Navarre, Ohio. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he manages a rental duplex with his spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad set of financial topics. The firm emphasizes ongoing planning relationships without discretionary trading authority and integrates planning with managed-account options through a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Cody A

Series 65

Shreve, OH

Austin Wealth Solutions

Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.

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