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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

7 advisors near 60936

Out of 400,000+ nationwide

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Brian S

CFP®, Series 66

Gibson City, IL

Edward Jones

Brian Steidinger is a CFP®-designated financial advisor with Edward Jones in Gibson City, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves on the Board of Directors for Gibson Area Hospital and Health Services, where he holds several committee chair positions. 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 discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 66

Gibson City, IL

Edward Jones

Christian Rosenbeck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous roles include positions at Rivian, State Farm, Country Financial, and Kurtenbach Insurance and Financial Services Inc. Outside of his advisory work, he is affiliated as an NCAA official in Gibson City, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Wealth management Doctor or Medical Professional
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Tiffany G

Series 66

Rantoul, IL

Edward Jones

Tiffany Graham is a financial advisor with Edward Jones in Rantoul, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she spent five years at Servion, Inc and has periods focused on homemaking. 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 strategies supported by a large network of financial advisors and branch offices.

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

Series 66

Rantoul, IL

Edward Jones

Tara Busboom is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, she worked at Busey Bank and Dressbarn. She is also involved with Central Illinois Charcuterie, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Ryan Guynn is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Serra Capital, a venture capital business based in Champaign, IL. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Jeffrey Banister is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a limited partner in a private venture capital fund and owns recreational property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a national network of advisors and branch offices.

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

CFP®, Series 66

Rantoul, IL

Edward Jones

Justin Little 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 spent fourteen years at Allergan Pharmaceuticals. He is involved as a limited partner in multiple venture capital funds based in Champaign, Illinois. 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 advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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