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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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Brandon S

Series 66

Fortuna, CA

Prospera Financial Services, inc.

Brandon Stockman is a financial advisor with Prospera Financial Services, Inc. in Fortuna, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he serves on the pastoral staff of Redwood Christian Fellowship, where he assists with preaching, men’s programs, biblical counseling, and church leadership activities. Prospera Financial Services, Inc. is an enterprise-scale firm that serves a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors, offering a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Herbert W

CFP®, Series 63, Series 65

Fortuna, CA

Edward Jones

Herbert Wood is a CFP®-designated financial advisor with Edward Jones, based in Fortuna, CA, and has 28 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wood coaches the boys’ golf team at Fortuna Union High School and serves as Co-Chair of the children's street games for the Fortuna Rodeo Association, as well as an at-large board member of Van Duzen Land and Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through 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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Andrea A

Series 66

Ferndale, CA

STIFEL

Andrea Alejandre is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Humboldt Humane/Critters Without Litters and the Ferndale Senior Resource Agency. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Janelle S

Series 66

Fortuna, CA

Edward Jones

Janelle Swan Robinson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Loleta Community Chamber in Loleta, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive Women's Finance Widow/Widower
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Gregory S

Series 66

Fortuna, CA

Edward Jones

Gregory Seiler is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he serves as vice president of a mobile health care software company. Edward Jones is a wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

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

Series 66

Fortuna, CA

Edward Jones

Fredrick Robinson is a Series 66-licensed financial advisor with Edward Jones in Fortuna, California, where he has worked for seven years. Prior to joining Edward Jones, he held roles in insurance and education and spent six years with Frito Lay. Outside of his advisory work, he serves as a sports official for high school and junior college basketball and football games in the local area. 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 solutions 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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Sean M

Series 66

Fortuna, CA

Edward Jones

Sean Molyneaux is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education for over a decade and is currently a grade 5 boys basketball coach for the Ferndale Unified School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory services and investment solutions through a nationwide network of advisors.

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

Series 66

Ferndale, CA

STIFEL

Donna Bowen is a Series 66 licensed financial advisor at Stifel with 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy methodologies.

General retirement planning Income planning
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Karen H

Series 66

Fortuna, CA

Edward Jones

Karen Houseworth is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary managed solutions, 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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Jessica G

Series 66

Fortuna, CA

Raymond James Financial

Jessica Garner is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she owns businesses in furniture design and interior architecture, and assists with organizational projects at a family-owned inn. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and asset-allocation tools, with a notable emphasis on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Laura H

Series 63

Ferndale, CA

STIFEL

Laura Hussey is a financial advisor at Stifel with 38 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages a rental property in Ferndale, California. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation guidance.

General retirement planning Income planning
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Zachery H

Series 66

Fortuna, CA

Thrivent Investment Management

Zachery Hugh is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has work history with Thrivent Financial and other organizations dating back to 2015. Outside of his advisory role, he manages a rental property in Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements that cover a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Vanessa S

Series 66

Fortuna, CA

Edward Jones

Vanessa Steinbeck is a financial advisor at Edward Jones with 18 years of experience at the firm. She holds a Series 66 designation and is based in Fortuna, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management across a nationwide network of more than 23,000 financial advisors.

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

Series 66

Fortuna, CA

LPL Financial

Ronald Bergenske is a financial advisor with LPL Financial in Fortuna, CA, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he serves as co-trustee and co-owner of a personal living trust with his wife. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

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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