Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

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

233 advisors near 62258

Out of 400,000+ nationwide

user avatar
firm logo

Dalton P

CFP®, Series 65

O'fallon, IL

Cambridge Capital Management, LLC

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Michael C

CFP®, Series 63, Series 65

O'fallon, IL

Clark Wealth Partners, LLC

Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar
firm logo

Nathaniel K

CFP®, Series 63, Series 66

O'fallon, IL

Cambridge Capital Management, LLC

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Andrew B

Series 66

O'fallon, IL

Clark Wealth Partners, LLC

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar
firm logo

Jacob M

Series 65

O'fallon, IL

Clark Wealth Partners, LLC

Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
user avatar
firm logo

Matthew H

CFP®, Series 66

O'fallon, IL

Cambridge Capital Management, LLC

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Samuel H

CFP®, Series 65

O'fallon, IL

Cambridge Capital Management, LLC

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Capital Management, LLC since 2016. Prior to joining Cambridge, he worked at Quality Testing & Engineering and Southern Illinois University Edwardsville. Cambridge Capital Management is a four-advisor SEC-registered investment advisory firm managing approximately $457.8 million for a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive funds with a focus on long-term, dollar-cost-averaging strategies.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Ryan H

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Ryan Haynes is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Archford in 2023, he participated in a work-study program at McKendree University and worked at Papa John's. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using a variety of vehicles, including independent managers, mutual funds, ETFs, and privately placed investments for qualified clients.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Duane R

Series 63, Series 66

O'fallon, IL

RDA Financial network

Duane Roth is a financial advisor with RDA Financial Network in O'Fallon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been involved with RDA Financial Network since 2007 and manages Roth Agribusiness, reflecting a longstanding connection to farming and agriculture. RDA Financial Network serves individual and high-net-worth clients through a network of independent investment adviser representatives, offering discretionary portfolio management, financial planning, and access to sub-advisor programs. The firm combines quantitative and fundamental analysis with a primarily long-term investment approach while allowing tactical adjustments within client guidelines.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Isaac Y

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Laura W

Series 63, Series 65, Series 66

Swansea, IL

Archford Capital Strategies, LLC

Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and as president of a local Soccer Booster Club. Archford Capital Strategies provides portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David K

Series 65

O'fallon, IL

FRA Wealth Management LLC

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has been with FRA since 2023 and previously worked at Regions from 2011 to 2023. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm employs an integrated wealth-management approach using both passive and active managers, with services that include portfolio management, investment policy development, risk analysis, and comprehensive financial planning.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
user avatar
firm logo

Christy H

Series 66

O'fallon, IL

FRA Wealth Management LLC

Christy Hennessey is a financial advisor at FRA Wealth Management LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2016. Outside of financial advising, she is involved in the hospitality industry as a bartender at Columbia City Saloon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that combines passive and active managers, offering portfolio management and comprehensive planning tailored to client risk tolerance.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
user avatar
firm logo

Joseph R

CFP®, ChFC®

O'fallon, IL

FRA Wealth Management LLC

Joseph Roosevans is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC and has served as president of Financial Resources of America, an insurance agency, since 1986. He also oversees operations at FRA Trust, LLC, a trust representative office. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that incorporates both passive and active managers, emphasizing asset allocation, tax and estate considerations, and behavioral factors.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
user avatar
firm logo

Paul A

CFA®, Series 63

Swansea, IL

Archford Capital Strategies, LLC

Paul Alegnani is a CFA® charterholder with seven years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. from 2009 to 2018. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

John P

Series 65

Swansea, IL

Archford Capital Strategies, LLC

John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Timothy D

Series 65

O'fallon, IL

FRA Wealth Management LLC

Timothy Dew is a Series 65-licensed financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois. He is part of a six-advisor team serving clients through the firm. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts, managing approximately $112.8 million in client assets. The firm uses an open-architecture investment approach that combines passive and active management, risk modeling, and behavioral considerations, and is affiliated with both a trust company and an insurance company.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
user avatar
firm logo

Robert R

Series 66

O'fallon, IL

RDA Financial network

Robert Reidelberger is a financial advisor with RDA Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Visionary Wealth Advisors, MassMutual, LPL Financial, and Bank of Springfield. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisors and wrap fee programs. The firm combines proprietary model strategies with third-party management, employing both quantitative and fundamental analysis with a long-term investment orientation.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Jacob H

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Joseph S

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")