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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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William G

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

William Garver is a financial advisor at Leibman Financial Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Leibman Financial Services and LPL Financial in 2022, he worked at 228Main.com and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset-allocation flexibility and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and written financial plans, serving a range of clients including high-net-worth individuals and managing donor-advised funds.

Wealth management
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Gregory L

Series 63, Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Gregory Leibman is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2010. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis. The firm also offers portfolio monitoring, written financial plans, and management of donor-advised funds.

Wealth management
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Brian W

Series 63, Series 65

Bennet, NE

Van Clemens Wealth Management, LLC

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Annuities Private / alternative investments Options & derivatives strategies Business ownership considerations Retirement income strategy Founder/Business Owner Executive Retired
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Mark L

ChFC®, Series 63

Louisville, NE

Leibman Financial Servces, Inc.

Mark Leibman is a financial advisor with Leibman Financial Services, Inc. in Louisville, NE, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1994 and has been with Leibman Financial Services since 2022. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm offers both discretionary and non-discretionary asset management, portfolio monitoring, and donor-advised fund management.

Wealth management
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Whitney E

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Whitney Engle is a financial advisor at Leibman Financial Services, Inc. in Louisville, Nebraska, holding a Series 66 designation with approximately five years of industry experience. Prior to joining Leibman Financial Services, she worked at LPL Financial and Cambridge Investment Research and was involved with 228main.com. Leibman Financial Services offers investment advisory and planning services to individuals, trusts, estates, and business entities, focusing on value-oriented, long-term strategies with tactical asset allocation and fundamental analysis. The firm provides discretionary and non-discretionary management, portfolio monitoring, written financial plans, and manages donor-advised funds.

Wealth management
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Caitlin L

Series 66

Louisville, NE

Leibman Financial Servces, Inc.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with 6 years at the firm and 8 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Doane University. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering active management and household-level account oversight.

Wealth management
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Peter G

Series 63, Series 65

Bennet, NE

Integrated Wealth Concepts LLC

Peter Gaide is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes 26 years at Cornerstone Capital Advisors and three years at PRISM Financial Strategies, LLC prior to joining Integrated Wealth Concepts. Integrated Wealth Concepts LLC is a national wealth management firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services with a long-term investment orientation through a network of approximately 452 advisors managing about $16 billion in client assets.

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired Established Professionals
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Cory C

Series 63, Series 65

Palmyra, NE

Empower Advisory Group

Cory Callahan is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Advised Assets Group, Heritage Financial Services, and Allstate Financial Services. Outside of his advisory work, he serves as President of the Palmyra Volunteer Rescue and Assistant Chief of the Palmyra Volunteer Fire Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and managed account solutions.

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

Series 63, Series 66

Bennet, NE

Ameritas Advisory Services, LLC

Catherine Jones is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and at Ameritas Investment Corp since 2017. Prior to that, she was with the State of Nebraska Securities Bureau from 2013 to 2017. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Dustin S

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Dustin Schlegel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Ameritas Investment Corp since 2007 and joined Ameritas Advisory Services in 2021. He is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on services for plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Sean Z

Series 66

Waverly, NE

Ameritas Advisory Services, LLC

Sean Zapp is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been associated with Ameritas Investment Corp. since 2017. Prior to that, he held roles at Securities America Advisors and Securities America, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Kelly M

Series 66

Unadilla, NE

Thrivent Investment Management

Kelly Mcintosh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.

Business ownership considerations
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Deanna S

Series 63

Elmwood, NE

LPL Financial

Deanna Sporhase is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers, as well as service with the Village of Elmwood. She is also actively engaged as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a wide range of clients including individuals, retirement plans, institutions, and high-net-worth households, offering diverse investment solutions supported by an in-house Research team and a broad 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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