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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

4 advisors near 79556

Out of 400,000+ nationwide

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Mark G

Series 65

Sweetwater, TX

Mutual Advisors, LLC

Mark Garcia is a Series 65-licensed advisor at Mutual Advisors, LLC with seven years of industry experience. Prior to joining Mutual Advisors in 2018, he worked at Republic Services and Smart Move, LLC. In addition to his advisory role, Garcia serves as the president of the Sweetwater Independent School District Board. Mutual Advisors, LLC manages approximately $6.75 billion and serves over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Jeremy D

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

Jeremy Dodd is a CFP® with 26 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2017. He previously worked at Investment Centers of America, Inc. for 14 years and Mutual Securities, Inc. for one year. Outside of his advisory role, he is active in his community as a deacon involved in media and public relations at 4th Elm Church of Christ and serves on the executive board of the Sweetwater Chamber of Commerce. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plan participants. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing a blend of passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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John M

CFP®, Series 63, Series 65

Sweetwater, TX

Mutual Advisors, LLC

John McPherson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2017. His prior experience includes 14 years at Investment Centers of America and involvement in mortgage and business ownership roles spanning over two decades. Outside of advising, he is active in his community as a committee member for First United Methodist Church in Sweetwater, TX. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm employs a combination of passive and active investment strategies tailored to client objectives and maintains relationships with a diverse client base, including sovereign wealth funds.

Annuities Options & derivatives strategies
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Jason B

Series 63, Series 66

Sweetwater, TX

Edward Jones

Jason Blake is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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, supported by a large network of financial advisors and branch offices nationwide.

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