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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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Kenneth E

Series 63, Series 65, Series 66

Fremont, IN

ValMark Advisers, Inc.

Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked with ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Ehinger is also a managing partner of Katken Ventures, LLC, a personal venture capital investing business, and serves on the Board of Trustees at Trine University. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm uses diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired
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Melissa B

Series 63, Series 66

Angola, IN

key Investment Services LLC

Melissa Budak is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with KeyBank and its affiliated firms since 2000. Outside of her advisory role, Budak volunteers with Junior Achievement, teaching K-12 students financial literacy and entrepreneurship skills. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Micah M

Series 66

Angola, IN

Edward Jones

Micah Mc Coy is a financial advisor at Edward Jones in Angola, IN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Micah worked at Farmers State Bank and Midsolv, and also owned a detailing business called Real McCoy Detailing. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies under a fiduciary standard and manages approximately $1.01 trillion in assets.

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

CFP®, ChFC®, Series 63, Series 65

Angola, IN

Cambridge Investment Research Advisors

Adam Smith is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at Raymond James Financial Services and F&M Bank. In addition to his advisory work, he is an independent insurance agent with Trilogy Wealth Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a range of account platforms and third-party strategists to deliver investment advice through its network of independent Financial Professionals.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Lori O

Series 63, Series 66

Angola, IN

Edward Jones

Lori Olson is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2010 and holds the Series 63 and Series 66 licenses. Outside of her advisory role, she is a consultant for Mary Kay beauty products and Usborne Books, using these affiliations to support local school and daycare donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Rhonda H

CFP®, Series 63

Angola, IN

Edward Jones

Rhonda Hanson is a CFP® with 27 years of experience in the financial industry. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Angola, IN

LPL Financial

Bridget Mcdermott is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes over two decades at Avantax Advisory Services and related firms prior to joining LPL Financial in 2021. Outside of advisory work, she is involved in tax preparation and accounting through Village Tax & Financial Services, LLC, as well as serving as a notary. 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 supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with insurance and credit products.

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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Michael L

Series 63, Series 65

Angola, IN

OSAIC

Michael Leonhardt is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is licensed as an insurance agent offering accident and health, disability, fixed annuity, health savings accounts, long-term care, and traditional insurance products. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with asset-allocation planning tools and offers various investment programs and custodial platforms to support its large network of advisors.

Annuities Founder/Business Owner Executive Retired
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Matt R

Series 63, Series 65

Kendallville, IN

J.P. Morgan Securities

Matt Reiber is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Valerie M

Series 66

Angola, IN

Edward Jones

Valerie Medendorp is a Series 66-licensed financial advisor with Edward Jones, based in Angola, Indiana, and has one year of industry experience. She has been with Edward Jones since 2015 in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Michael H

CFP®, Series 66

Angola, IN

Edward Jones

Michael Hanson is a CFP®-credentialed financial advisor with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and is based in Angola, Indiana. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Mark S

Series 66

Angola, IN

Edward Jones

Mark Sanborn is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over 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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Brian S

Series 66

Angola, IN

Edward Jones

Brian Sanborn is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Beagle One Inc for nine years. Outside of advising, he owns a rental property business in Angola, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Dylan T

Series 66

Angola, IN

Edward Jones

Dylan Targgart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vector Marketing Corporation and has experience associated with the University of South Carolina and Capri Drive-In. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, 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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Daniel S

Series 66

Angola, IN

LPL Financial

Daniel Scharlach is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2013 and previously at Stratos Wealth Partners, Ltd. Outside of his advisory role, he is involved with Innovative Wealth Partners and Financial Design Group, and also manages an investment-related business called Scharlach Homes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management options supported by an in-house Research team, combining large-scale advisory operations with various 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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Cole T

Series 66

Angola, IN

Edward Jones

Cole Targgart is a Series 66 licensed financial advisor with Edward Jones, based in Angola, IN, and has approximately one year of industry experience. His prior work includes roles at the University of Notre Dame and Vector Marketing, along with academic experience at Southern Illinois University and Central Michigan University. 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 advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Retired Founder/Business Owner Executive Widow/Widower
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Douglas T

Series 66

Fremont, IN

Edward Jones

Douglas Targgart is a financial advisor with Edward Jones in Fremont, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is president of Targgart Enterprises, LLC, a real estate business based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large nationwide network of advisors and branch offices.

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

CFP®, Series 66

Fremont, IN

Edward Jones

Logan Targgart is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Fremont, Indiana. His prior work includes roles at Central Michigan University and Vector Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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