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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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Blaine C

Series 63, Series 65

Dwight, KS

Thrivent Investment Management

Blaine Cash is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2014. Outside of his advisory role, he serves as Vice President on the executive board of the Flint Hills Praisefest, overseeing sponsorship and accounting for the annual event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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Lisa D

CFP®, Series 66

Junction City, KS

Edward Jones

Lisa Deibler Miller is a CFP®-certified financial advisor with Edward Jones in Junction City, KS, where she has worked since 2015, accumulating 10 years of industry experience. Outside of her advisory role, she is involved in farming activities, including tending cattle and farm maintenance in Junction City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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