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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

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Bradley E

Series 63, Series 66

Hearne, TX

Edward Jones

Bradley Ely is a financial advisor with Edward Jones in Hearne, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Ely helps manage a family ranching and farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

CFP®, Series 66

Franklin, TX

Edward Jones

Gerald Giesenschlag is a CFP®-designated financial advisor with Edward Jones in Franklin, TX, where he has worked since 2016. He has nine years of industry experience and previously was involved with G6 Ranch. He is a limited partner in a family property holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families
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Bart R

Series 66

Franklin, TX

Fidelity

Bart Reider is a financial advisor at Fidelity with nine years of industry experience and holds the Series 66 designation. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Outside of his advisory duties, he is a partner in a real estate development venture in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Charitable giving & philanthropy Active portfolio management
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