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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

6 advisors near 49779

Out of 400,000+ nationwide

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Jessica H

Series 66

Rogers City, MI

LPL Financial

Jessica Howard is a financial advisor at LPL Financial with a Series 66 designation and experience in the financial services industry since 2017. Her prior roles include positions at Alpena Alcona Area Credit Union, mBank, and Alpena Community College. 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 variety 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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Lana H

Series 63, Series 65

Millersburg, MI

Edward Jones

Lana Hurley is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including CIG Capital Advisors, Legacy Financial Network Advisors Inc, and Waddell & Reed Inc. 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 has a large network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

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

Series 66

Rogers City, MI

LPL Financial

Griffin Fairchild is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in education and local business roles, including positions at Alpena Alcona Area Credit Union and Western Michigan University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad 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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Courtney M

Series 66

Rogers City, MI

Edward Jones

Courtney Mertz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Mid Michigan Medical Center for eight years. 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 and supports a nationwide network of more than 23,700 advisors.

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

Series 66

Rogers City, MI

Edward Jones

Matthew Bredow is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Rogers City Area Schools and the City of Rogers City Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brent O

Series 66

Rogers City, MI

Edward Jones

Brent Osterhout is a Series 66-certified financial advisor with Edward Jones, based in Rogers City, MI. He has 13 years of industry experience, all of which has been with Edward Jones since 2012. 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 large network of advisors and branch offices, offering a range of advisory programs, tax-efficient strategies, and affiliated investment products.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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