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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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Patricia O

Series 63, Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Patricia Omalley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Abilene, Kansas. She holds Series 63 and Series 66 licenses and has 34 years of industry experience, including over a decade at Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Amanda C

Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Amanda Cormack is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she serves as a substitute pianist and preacher at the First United Methodist Church of Abilene. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Bryce K

CFP®, Series 66

Abilene, KS

Edward Jones

Bryce Koehn is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, working out of Abilene, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey H

CFP®, Series 63, Series 66

Abilene, KS

Ameriprise

Jeffrey Hoover is a CFP® professional with 30 years of industry experience, currently serving at Ameriprise since 2013. He holds Series 63 and Series 66 licenses and is based in Abilene, KS. Hoover is also involved in fiduciary activities as a trustee. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies, primarily for clients with assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Travis S

Series 66

Abilene, KS

LPL Financial

Travis Sawyer is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, he has served as a trustee in a fiduciary capacity and participated in local community organizations such as the City of Abilene Planning Commission and the Abilene Area Chamber of Commerce. 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 delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

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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Diana M

CFP®, Series 66

Abilene, KS

Ameriprise

Diana Miller is a CFP® and Series 66-registered advisor with Ameriprise in Abilene, Kansas, bringing 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she serves as Treasurer on the Junior League board and is a member of the St. Andrews School Board Council. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ann S

Series 63, Series 65

Abilene, KS

LPL Financial

Ann Strunk is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Waddell & Reed, INC. and various insurance carriers. Outside of her advisory role, she has been involved with the Abilene Lions Club and Abilene Parks and Recreation. 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 financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Anita M

Series 66

Enterprise, KS

Ameriprise

Anita Miller is a Series 66-licensed financial advisor with Ameriprise in Enterprise, Kansas, bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 1998. Outside of her advisory role, she serves on the boards of the Community Foundation of Dickinson County and the Memorial Health System Foundation, and is involved in co-owning and managing local business ventures. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Angela H

Series 66

Abilene, KS

Ameriprise

Angela Holt is a financial advisor with Ameriprise in Abilene, Kansas, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Holt serves on the Board of Directors for the Dickinson County 4-H Foundation and co-owns First Street Management Group, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven, tax-efficient strategies with algorithmic tools and personalized recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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