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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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Michael S

Series 63, Series 65

Chesterfield, MI

MJS Capital Inc.

Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

General retirement planning
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Jonathan P

CFP®, CFA®

Fair Haven, MI

Waterford Financial Management, LLC

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.

Wealth management Active portfolio management Passive / index investing Real estate investing
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Darren H

Series 63, Series 65

New Baltimore, MI

Ironwood Financial, LLC

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Scott B

CFP®, ChFC®, Series 66

Algonac, MI

Fairway Investment Group, LLC

Scott Barnhart is a CFP® and ChFC® with eight years of experience in financial advisory. He has been associated with Fairway Investment Group, LLC, Paradigm Equities, Inc., and MEA Financial Services since 2017. Prior to his advisory roles, he worked with Algonac Schools for five years. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Kyle T

Series 66

Chesterfield, MI

MDRN Capital

Kyle Tessmar is a financial advisor with MDRN Capital holding a Series 66 designation and two years of industry experience. Prior to joining MDRN Capital, he worked at Edward Jones, Mortgage Pros, United Wholesale Mortgage, and SFL. He is also involved with MDRN Insurance, LLC as an insurance agent. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment approach while allowing for tactical adjustments, utilizing unaffiliated independent managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher S

Series 63, Series 65

Chesterfield, MI

Founders Financial Securities LLC

Christopher Schwarzkoff is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Diversified Retirement Services, among other roles. Schwarzkoff also engages in the solicitation and placement of fixed insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and a range of investment programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies.

Business exit / sale strategy Founder/Business Owner Retired
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Kalomira Z

Series 63, Series 66

Macomb, MI

IP Financial Advisory Services LLC

Kalomira Zangoulos is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SagePoint Financial for eight years before joining her current firm. Outside of her advisory role, she is a sales associate at Brookstone Realty. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

CFP®, Series 63, Series 65

Chesterfield, MI

Ausdal Financial Partners, Inc.

Michael Mann is a CFP® with 13 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. He has previously worked at Miami Life, Inc., Emerson Equity LLC, Ascendant Alternative Strategies, LLC, and Axiom Capital Management, Inc. Outside of his advisory role, Mann is involved in insurance sales and financial planning through his ownership of FirstGen Planning LLC, and he refers clients for tax and charitable planning services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, brokerage transactions, and licensed insurance products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Joshua S

Series 65, Series 66

Macomb, MI

Ally invest Advisors

Joshua Smail is a financial advisor with Ally Invest Advisors in Macomb, MI, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Ally Invest Securities LLC, Key Investment Services, and Sigma Financial Corporation. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment process uses Modern Portfolio Theory with model allocations across multiple risk tiers, combining passive and actively managed ETFs, and emphasizes digital delivery and accessible performance reporting.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Christopher D

Series 63, Series 66

Marine City, MI

Wealth Watch Advisors, INC

Christopher De Veny is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Valic Financial Advisors Inc and Wealth Strategies Financial Group. In addition to his advisory role, he offers annuity, life, and health insurance as an independent contractor. Wealth Watch Advisors serves a diverse client base that includes individual, high-net-worth, and institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily executed through approved third-party sub-advisors and SAM programs.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Peter P

Series 63, Series 65

Chesterfield, MI

Founders Financial Securities LLC

Peter Potestato is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Founders Financial Securities since 2010. Outside of his advisory role, he is active as an insurance agent specializing in the sale of fixed and equity indexed annuities. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, utilizing a range of advisory programs and innovative delivery methods.

Business exit / sale strategy Founder/Business Owner Retired
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Michael K

CFP®, Series 65

Macomb, MI

NorthCoast Asset Management LLC

Michael Kreza is a CFP® professional with six years of experience in financial advisory roles. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, RWA Wealth Partners, Polaris Greystone Financial Group, and Lumin Financial. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models, managing most client relationships on a discretionary basis and acting as a fiduciary for ERISA and IRA accounts.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner Values-based investing
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Kyle J

CFP®, Series 63

Chesterfield, MI

Osaic Advisory Services, LLC

Kyle Jobin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for nearly two decades before joining Osaic. Jobin is also the owner and president of Jobin Financial, an investment-related business. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of advisory and managed account programs, combining in-house expertise with external platforms to provide tailored investment solutions.

Annuities
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Steven B

CFP®, Series 63, Series 65

Macomb, MI

Transamerica Retirement Advisors, LLC

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

General retirement planning Retirement income strategy Income planning
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Kevin T

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Kevin Torresan is a financial advisor at Hantz Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Hantz Financial Services since 2014. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax consulting, and insurance businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph M

CFA®, Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Joseph Myers is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2019. His prior roles include positions at Jax Kar Wash, Macomb County Department of Roads, and Northwood University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement-plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers expanded implementation capabilities through affiliated entities and technology partnerships.

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

Series 63, Series 66

Macomb, MI

Citizens Securities, Inc.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Fifth Third Securities during her career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Jeffrey M

CFP®, ChFC®, Series 63, Series 66

Macomb Twp, MI

Creative Planning

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Daniel S

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Daniel Super is a financial advisor at Hantz Financial Services, Inc. in Clinton Township, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach focused on ETF strategies and offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, supported by affiliated banking, tax, and consulting capabilities.

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

Series 66

Clinton Township, MI

Hantz financial Services, Inc.

Selman Kanani is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2019. Prior to his advisory role, Kanani was employed at Wayne State University and Gaudino's, and he also has experience working at Lakeview High School. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach combined with separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

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