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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

25 advisors near 46761

Out of 400,000+ nationwide

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Hannah W

Series 66

Kendallville, IN

Prospera Financial Services, inc.

Hannah Williams is a financial advisor at Prospera Financial Services, Inc. with a Series 66 designation and five years of industry experience. Her prior work includes roles at Five Lakes, Sylvan Cellars, and East Noble. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services across multiple platforms, utilizing both firm and third-party models with discretionary and non-discretionary management options.

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

Series 63, Series 65

Sturgis, MI

Kestra Advisory

Chad Keim is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Linsco/Private Ledger Corp. Keim serves as treasurer and board member of Branch County Bloom, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other 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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Ashley K

Series 63, Series 66

Sturgis, MI

Kestra Advisory

Ashley King is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. King also maintains a notary role outside of her advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve a broad range of investors, including large institutional clients.

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

CFP®, Series 63

Sturgis, MI

Raymond James Financial

Marcus Little is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. His prior experience includes roles at Sturgis Bank & Trust and Linsco / Private Ledger Corp. He is also involved in non-variable insurance sales and serves as President and Director of Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies 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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Charles M

Series 63, Series 66

Sturgis, MI

LPL Financial

Charles Maher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. 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 accommodates both advisory and brokerage 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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Kyndra L

Series 63, Series 66

Lagrange, IN

LPL Financial

Kyndra Landgraff is a financial advisor with LPL Financial in Lagrange, Indiana, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Farmers State Bank and Ruoff Mortgage Company. Outside of her advisory work, she is involved in direct sales as a brand ambassador and works in a direct service professional capacity with SkyPoint Social Services. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, and institutions, offering advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.

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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Natalie B

Series 66

Sturgis, MI

Raymond James Financial

Natalie Boland is a financial advisor with Raymond James Financial in Sturgis, MI, holding a Series 66 credential and six years of industry experience. She has worked at Sturgis Bank & Trust Co. and Raymond James Financial Services since 2018 and previously was employed with St. Joseph County ISD. Outside of her advisory role, she assists with client services at Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.

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

CFP®, ChFC®, Series 66

Ligonier, IN

Edward Jones

Colten Cripe is a financial advisor at Edward Jones with CFP®, ChFC®, and Series 66 designations and three years of industry experience. Prior to joining Edward Jones, he held positions at New York Life Insurance Company, Forest River, and Pacemaker Buildings, and has experience working in education at Grand Valley State University, West Noble High School, and Fairfield Junior High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Adam C

Series 66

Lagrange, IN

LPL Financial

Adam Christner is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes four years at Edward Jones before joining LPL Financial and Farmers State Bank in 2017. Outside of his advisory role, he serves as a varsity assistant girls basketball coach at Westview Jr. Sr. High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of advisory delivery options, combining large-scale operations with various 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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Brian O

Series 63, Series 65

Sturgis, MI

Raymond James Financial

Brian Oswald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Sturgis Bank & Trust and LPL, and serves as a director and vice president of Oakleaf Financial Services. Oswald is also a finance and investment committee member for Locust Grove Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and institutional clients, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory services supported by a broad affiliate network.

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

Series 63, Series 66

Sturgis, MI

LPL Financial

Anita Ritter is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. 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 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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Jeffery J

Series 65

Sturgis, MI

Cetera

Jeffery Jennings is a financial advisor at Cetera with a Series 65 credential and no prior industry experience before joining the firm in 2025. He is also the owner of Jennings Accounting Solutions LLC, an accounting firm specializing in tax preparation, payroll, bookkeeping, and tax planning. Jennings previously served as president of Support for Hope, a now inactive nonprofit that aimed to assist local foster parents. 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 and financial planning services supported by proprietary and third-party investment solutions, along with integrated retirement and fiduciary capabilities.

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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Erica D

CFP®, Series 63

Kendallville, IN

LPL Financial

Erica Dekko is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 2004. She holds a Series 63 license and is based in Kendallville, IN. Outside of her advisory role, she is a partner in Cobblestone Golf and serves in a fiduciary capacity for charitable lead annuity and generation skipping trusts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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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David S

Series 63, Series 66

Ligonier, IN

Edward Jones

David Sands is a financial advisor with Edward Jones in Ligonier, Indiana, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has worked at Edward Jones since 1996. Sands is a joint owner of several commercial properties, including office spaces used by Edward Jones and other businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets with a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Matt R

Series 63, Series 65

Kendallville, IN

J.P. Morgan Securities

Matt Reiber is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Sheldon S

Series 66

Shipshewana, IN

Edward Jones

Sheldon Shrock is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2008, totaling 17 years of industry experience. He is based in Shipshewana, IN. Outside of his advisory role, he serves as CEO of Gladstone Properties, LLC, an entity formed to lease office space. 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 more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Kyle D

Series 63, Series 66

Sturgis, MI

Edward Jones

Kyle Dury is a financial advisor at Edward Jones with 25 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Bank of America and Merrill from 2010 to 2019. Outside of his advisory work, he plays bass in the band Phins Up in Sturgis, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General estate planning guidance Doctor or Medical Professional LGBTQIA
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Kelly B

Series 66

Sturgis, MI

Edward Jones

Kelly Bibb is a financial advisor with Edward Jones in Sturgis, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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James R

Series 66

Lagrange, IN

LPL Financial

James Ross is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has worked at LPL Financial since 2023. Prior to this, he has been associated with Precision Financial Group and Farmers State Bank. Ross serves as Treasurer on the Fremont Area Chamber of Commerce board. 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 accommodates various client needs through customizable 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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Steven W

Series 63, Series 66

Lagrange, IN

Edward Jones

Steven Weigel is a financial advisor with Edward Jones in Lagrange, IN, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member for Junior Achievement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

CFP®, Series 66

Lagrange, IN

LPL Financial

Andrew Landgraff is a CFP®-certified financial advisor with 17 years of industry experience, currently associated with LPL Financial since 2017. Prior to that, he worked for Investment Centers of America for nine years. 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 advisory solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

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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Samantha C

Series 66

Lagrange, IN

Edward Jones

Samantha Cunningham is a Series 66 licensed financial advisor with Edward Jones, based in Lagrange, IN. She has three years of industry experience, including roles at The Venue and Gaia Herbs. Outside of her advisory work, she manages event production for Mountain Song Productions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated capabilities, supported by a large network of advisors and branch offices across the country.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jeffrey C

CFP®, CFA®, Series 66

Kendallville, IN

Edward Jones

Jeffrey Crawford is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Vector Financial Consulting LLC for two years and has been involved with Dr. Scratch Vinyl N Tape LLC since 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 programs, including discretionary and non-discretionary strategies, with nationwide coverage through more than 23,700 advisors.

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

Series 66

Sturgis, MI

Edward Jones

Joshua Parks is a Series 66-licensed financial advisor with Edward Jones in Sturgis, MI. He joined Edward Jones in 2025 and has prior experience in education and agricultural support roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

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

Series 66

Ligonier, IN

Edward Jones

Angela Gibson is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Nishikawa Cooper, LLC DBA NISCO from 2014 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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