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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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Logan F

Series 65, Series 66

Murray, KY

Markowski Investments

Logan Foster is a financial advisor at Markowski Investments with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Markowski, he worked at Murray Wealth Management LLC and has held management roles outside the investment industry, including Sales and Marketing Manager for Murray Sporting Goods. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, and charitable organizations. The firm employs a multi-asset strategic allocation approach with both long-term and tactical portfolio adjustments under discretionary authority.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Diana T

Series 66

Murray, KY

Intercarolina Financial Services, Inc.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Lance C

Series 63, Series 65

Murray, KY

Markowski Investments

Lance Cherry is a financial advisor at Markowski Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truth of Investing, Caitlin John, LLC, and Jackson National Life Distributors LLC. Cherry also owns Cherry Wealth Management, an investment-related business. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach with a mix of long-term positions and tactical adjustments to manage approximately $410 million in client assets.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Byron P

Series 63, Series 65

Murray, KY

Empower Advisory Group

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a service integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Hearne H

Series 63, Series 66

Murray, KY

Robert Baird & Co.

Hearne Harralson is a financial advisor at Robert W. Baird & Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. Outside of his advisory role, he is involved as a contractor in supplemental insurance sales. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to meet diverse client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eric P

Series 63, Series 66

Murray, KY

Edward Jones

Eric Penniston is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is a co-owner of a farm and has interests in local property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary strategies, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Lee N

Series 66

Murray, KY

Edward Jones

Lee Norman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

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

Series 66

Murray, KY

Edward Jones

Colin Fitz Gerald is a financial advisor at Edward Jones in Murray, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

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

Series 63, Series 65

Murray, KY

Robert Baird & Co.

Cindy Bergman is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates for nine years before joining Baird in 2022. Bergman is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Philip C

Series 66

Murray, KY

Edward Jones

Philip Chapman is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Neel Enterprises Inc. Liquid Services. Outside of his advisory role, he serves as an adjunct professor for Liberty University, chairing doctoral dissertations for the School of Business on a part-time basis. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of asset sizes. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

General retirement planning Wealth management Military & Veterans Doctor or Medical Professional Educators, Teachers, and Academics
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James M

Series 63, Series 65

Murray, KY

Cetera

James Mcconnell is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2015. Mcconnell serves on the board of the JU Kevil Foundation, which provides education and job training skills for mentally and physically handicapped individuals. 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 and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with distinctive retirement and fiduciary capabilities.

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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Phillip B

Series 66

Murray, KY

Edward Jones

Phillip Boss II is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked with Americorps and Hit Repair. He holds a Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, 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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Dustin A

Series 63, Series 66

Murray, KY

LPL Financial

Dustin Adams is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with notable non-advisory product activities.

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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Patricia L

Series 63, Series 65

Murray, KY

Robert Baird & Co.

Patricia Latimer is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates. Outside of her advisory role, she serves as Treasurer and officer for Woodmen Life in Kentucky and is Treasurer of the Hazel Woman's Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Heath S

Series 63, Series 66

Murray, KY

Robert Baird & Co.

Heath Scott is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Robert Baird & Co. since 2019, following earlier roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Raymond James & Associates. Heath is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional asset allocations to more complex approaches, including discretionary management and tax overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacob H

Series 66

Murray, KY

Edward Jones

Jacob Hornbrook is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2023, he worked seven years at Prime Communications as a retail store manager, where he managed employees and sales operations. He has a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 advisors across more than 15,000 branches nationwide.

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