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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

12 advisors near 62801

Out of 400,000+ nationwide

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John Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
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Travis E

Series 63, Series 65

Centralia, IL

Money Concepts Capital Corp

Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Darren D

CFP®, Series 66

Salem, IL

Edward Jones

Darren Dwyer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 credential and is based in Salem, IL. Edward Jones is a full-service wealth management firm advising over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Salem, IL

Edward Jones

William Dwyer is a financial advisor at Edward Jones with 43 years of industry experience. He has been with Edward Jones since 1982 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is an investor in a health-related company, Propel Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

ChFC®, Series 66

Centralia, IL

Edward Jones

Seth Silger is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ward Chrysler Center Inc for 14 years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Scott W

Series 63, Series 66

Centralia, IL

Edward Jones

Scott Williams is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jay L

CFP®, Series 63, Series 66

Centralia, IL

Edward Jones

Jay Luse is a CFP® professional with 23 years of experience in the financial industry, all of which he has spent with Edward Jones since 2003. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, he has inherited oil royalties through Bi Petro Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

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

Series 66

Salem, IL

Edward Jones

Kyla Motch is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked in education for over a decade at various schools in 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 discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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

Series 63, Series 66

Salem, IL

LPL Financial

Douglas Malan is a financial advisor with LPL Financial in Salem, Illinois, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of his advisory role, he is also an insurance agent selling fixed insurance through Malan Financial Group and manages a living trust in a fiduciary capacity. 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 broad range of investment solutions supported by in-house research 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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Bronson M

CFP®, Series 66

Centralia, IL

Edward Jones

Bronson Meyer is a CFP®-designated financial advisor with Edward Jones, based in Centralia, IL, and has 19 years of industry experience. He has been with Edward Jones since 2006. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds and a trust company.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shawn G

Series 63, Series 65

Salem, IL

Edward Jones

Shawn Garrett is a financial advisor with Edward Jones in Salem, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Serve & Protect Financial of Kinmundy Inc and National Planning Corporation. Outside of his advisory role, he owns and operates Garrett Farm and Kennel, a dog breeding business, and is involved in managing agricultural land and equipment leasing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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

CFP®, ChFC®, Series 63, Series 66

Carlyle, IL

Edward Jones

Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2001. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner
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