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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

8 advisors near 48723

Out of 400,000+ nationwide

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Matthew K

Series 63, Series 65, Series 66

Vassar, MI

Centaurus Financial, Inc.

Matthew Koch is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Centaurus Financial since 2001. Outside of his advisory role, Koch serves as a Tuscola County Commissioner and is involved with AFLAC providing cancer, hospitalization, and sickness policies. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Nicholas B

Series 66

Caro, MI

OSAIC

Nicholas Bliss is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. He is also co-owner of N.P.B Investments, a rental property business. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and platforms to deliver advisory and brokerage services through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Monica C

Series 66

Caro, MI

Edward Jones

Monica Cronin is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience at Northpointe OBGYN. Outside of her advisory role, she manages Happy Stance Ranch, a hobby farm where alpacas are raised and their fiber is processed into yarn for local knitters. 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 and investment solutions supported by a large nationwide network of financial advisors.

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

Series 63, Series 65

Caro, MI

Thrivent Investment Management

Andrew Booms is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Booms worked in professional sports catering and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a variety of financial planning topics without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships and integrates planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Barry C

Series 66

Caro, MI

Edward Jones

Barry Cronin is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 and offers a range of discretionary and non-discretionary investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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William L

Series 66

Caro, MI

Ameriprise

William Lackowski is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he owns and operates WJL Enterprises Inc., a business formed for cash flow and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan C

CFP®, Series 66

Caro, MI

Edward Jones

Jonathan Cummings is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at ELGA Credit Union from 2013 to 2016. Edward Jones is a wealth management firm serving over four million 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. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services under a fiduciary standard.

Retirement income strategy Wealth management Business exit / sale strategy General estate planning guidance Executive
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Timothy L

Series 63, Series 66

Caro, MI

Cetera

Timothy Lyons Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera since 2011. Outside of his advisory role, Lyons coaches basketball at Kingston Community Schools. Cetera serves a wide range of clients, including individual, high-net-worth, institutional, and retirement-plan investors, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors.

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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