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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

5 advisors near 68713

Out of 400,000+ nationwide

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Benjamin K

Series 66

Stuart, NE

Prosperity Capital Advisors

Benjamin Kaup is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CETERA Advisor Networks LLC and Summit Brokerage Services, Inc. In addition to his advisory role, Mr. Kaup is a certified public accountant and owner of Kaups Tax Advisors P.C., a tax preparation and accounting firm. He also serves as Vice President of the Stuart Community Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios and specialized strategies, utilizing mutual funds, ETFs, SMAs, and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Connor O

Series 66

Atkinson, NE

LPL Financial

Connor Osborne is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Waddell & Reed Inc and MCMILL Advisors & Associates. Outside of his advisory work, he is involved with ComPro as an insurance agent. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and credit products.

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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Miles G

Series 63, Series 65

Atkinson, NE

LPL Financial

Miles Garwood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His professional background includes roles at Waddell & Reed and BlueCross BlueShield of Nebraska. Outside of advising, he is involved in several business ventures including ownership of a ranch and equipment company, as well as participation in insurance-related activities. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and flexible investment solutions 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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Jay W

Series 63, Series 65

Stuart, NE

OSAIC

Jay Wallinger is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America, Summit Brokerage Services, and VSR Financial Services. Wallinger volunteers with the Stuart Community Foundation Fund and the Stuart Development Corporation and serves on the Nebraska Community Foundation Investment Committee. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Jon S

Series 63, Series 66

Stuart, NE

LPL Financial

Jon Schmaderer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America, Inc. Schmaderer is also President and CEO of The Tri-County Bank and serves as a board member for Butte State Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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