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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

15 advisors near 67801

Out of 400,000+ nationwide

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Amber W

Series 63, Series 65

Dodge City, KS

Heritage Financial Solutions, LLC

Amber Wallis is a financial advisor with Heritage Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been associated with LPL Financial since 2014 and has provided investment advisory services through Diversified Portfolio Management, LLC since 2013. Outside of her advisory roles, Wallis is also a notary public in Dodge City, KS. Heritage Financial Solutions offers investment management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, passive-oriented investment approach based on modern portfolio theory, emphasizing diversified portfolios constructed primarily from no-load or load-waived mutual funds and ETFs.

Passive / index investing Cash flow / budgeting General tax planning
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Terry R

Series 63, Series 65

Dodge City, KS

Belpointe Asset Management LLC

Terry Rabe is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Belpointe in 2017, he worked at Tuttle Wealth Management, LLC for six years and has operated his own CPA practice since 1987, providing tax preparation and accounting services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm employs customized portfolios with a range of active and passive strategies and supports affiliated businesses including proprietary funds and back-office services for other advisers.

College savings (529s, UTMA, etc.) Income planning Active portfolio management Passive / index investing
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Travis H

Series 63, Series 66

Dodge City, KS

Raymond James Financial

Travis Heath is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2006. Heath is a partner in Dodge City Financial LLC, a support company based in Dodge City, Kansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers tailored financial planning and investment consulting, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Melanie H

Series 63, Series 66

Dodge City, KS

Edward Jones

Melanie Harshberger is a financial advisor with Edward Jones in Dodge City, KS, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is a partner in Harshberger Enterprises, a family-run agricultural production business. Edward Jones is a wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

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

Series 66

Dodge City, KS

LPL Financial

Janae Roman is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and previously worked at Farm Bureau Financial Services, Ann Frigon - Carson Wealth, and AGH Wealth Advisors. Outside of advising, she is co-owner of a family farm business in Kansas. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a broad 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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Wes O

Series 66

Dodge City, KS

LPL Financial

Wes Owens is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory role, Owens operates a farm in Dodge City, KS. 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 wide 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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Gentry P

Series 66

Dodge City, KS

Edward Jones

Gentry Peterson is a financial advisor at Edward Jones with eight years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Schneweis Tax & Accounting, CivicPlus, Inc, and American Family Insurance. Peterson holds the Series 66 designation. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional
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Lloyd D

CFP®, ChFC®, Series 63

Dodge City, KS

Edward Jones

Lloyd Davis III is a financial advisor with Edward Jones in Dodge City, KS, holding the CFP®, ChFC®, and Series 63 designations with 38 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

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

Series 63, Series 65

Dodge City, KS

Cetera

Danny Thomas is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Avantax Advisory Services and related Avantax entities for over two decades. Outside of his advisory role, Thomas serves on the advisory board of the Perfect Fit Foundation, an organization supporting children with disabilities, primarily autism. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

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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Marietta P

Series 66

Dodge City, KS

Edward Jones

Marietta Pianalto is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2018 and previously worked for 18 years at High Plains Journal. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Dodge City, KS

Ameriprise

Clinton Goebel is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Adams Brown, LLC, and Lewis, Hooper & Dick, LLC. Outside of his advisory role, Goebel is involved in managing a small family farm and serves on the Board of Directors for the Sacred Heart Cathedral Catholic School Endowment Board. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ann F

CFP®, Series 63

Dodge City, KS

LPL Financial

Ann Frigon is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2023. Her prior roles include positions at FBL Marketing Services, FBL Financial Group, Cetera Advisor Networks, CWM, and a long tenure at LPL Financial from 1992 to 2017. Outside of her advisory work, she is involved in farming through her ownership of BAR 3 FARMS, LLC. 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 supports its representatives with in-house research, a variety of investment models, and a platform that integrates advisory and brokerage services tailored to client needs.

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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Steven F

Series 66

Dodge City, KS

Raymond James Financial

Steven Fry is a financial advisor with Raymond James Financial in Dodge City, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James Financial and its affiliate since 2007. Outside of his advisory role, he serves as secretary of Dodge City Financial Services, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Tyler P

Series 66

Dodge City, KS

Edward Jones

Tyler Peterson is a financial advisor with Edward Jones in Dodge City, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent ten years at Pride Ag Resources. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of advisors and branch offices.

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

Series 66

Dodge City, KS

Edward Jones

Noah Williams is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles in education and healthcare sectors, along with positions at Arrowhead West Inc and USD 443. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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