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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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Richard M

Series 63

Albert Lea, MN

ISC Financial Advisors

Richard Murray is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and over 42 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has been with Murray Financial Group LLC, doing business as ISC Financial Advisors, since 2011. Murray serves as the mayor of Albert Lea, Minnesota. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in client assets and employs a long-term, fundamental analysis approach with strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Mark S

Series 63

Albert Lea, MN

ISC Financial Advisors

Mark Smed is a financial advisor at ISC Financial Advisors with 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2021 and has been with ISC Financial Advisors, doing business as Murray Financial Group, since 2011. Prior to that, he spent 25 years at Woodbury Financial Services. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs a long-term investment approach emphasizing fundamental analysis and both strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Robert G

Series 65

Albert Lea, MN

ISC Financial Advisors

Robert Gadtke is a Series 65-licensed financial advisor at ISC Financial Advisors with one year of industry experience. He has a background as a licensed attorney in Minnesota and has worked as a fiction writer and in family law prior to joining ISC Financial Advisors. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm employs a fundamental analysis approach with strategic and tactical asset allocation techniques and manages approximately $1.35 billion in client assets.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Benjamin L

Series 66

Albert Lea, MN

ISC Financial Advisors

Benjamin Lundeen is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and spent eight years with Venture Fireworks. ISC Financial Advisors provides investment management, retirement-plan design, and financial planning services to individual and institutional clients, managing approximately $1.35 billion in assets. The firm employs fundamental analysis and both strategic and tactical asset-allocation techniques, serving clients through discretionary and non-discretionary mandates.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Matthew B

Series 65

Albert Lea, MN

ISC Financial Advisors

Matthew Bennis is a financial advisor at ISC Financial Advisors in Albert Lea, MN, holding a Series 65 designation with one year of industry experience. He has been with ISC Financial Advisors since 2017. ISC Financial Advisors provides investment management, retirement-plan design and administration, and financial planning services to individuals—including high-net-worth clients—and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets, employing a long-term investment approach that emphasizes fundamental analysis, dollar-cost averaging, and both strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Chad D

CFP®, ChFC®, Series 63

Albert Lea, MN

ISC Financial Advisors

Chad Duppong is a CFP® and ChFC® with 17 years of industry experience. He has worked at ISC Financial Advisors since 2016 and previously held roles at Northwestern Mutual Wealth Management Company and the Joel Seleskie Agency. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals and institutional clients. The firm manages approximately $1.35 billion in assets, employing fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in client portfolio construction.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Timothy J

Series 63

Albert Lea, MN

ISC Financial Advisors

Timothy Jaynes is a financial advisor with ISC Financial Advisors in Albert Lea, MN, holding a Series 63 designation and 12 years of industry experience. He has been with ISC Financial Advisors since 2011 and also maintains a role with Veracity Partners. Outside of his advisory work, he owns and consults for Jaynes Properties, LLC, a real estate investment business. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in assets, employing a long-term investment approach with fundamental analysis and both strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Robert P

ChFC®, Series 63

Albert Lea, MN

ISC Financial Advisors

Robert Prentiss Jr. is a financial advisor at ISC Financial Advisors in Edina, MN, holding the ChFC® designation and Series 63 license with 12 years of industry experience. He has been associated with Independent Service Co. and ISC Financial Advisors since 1990. Outside of his advisory role, he serves as a trustee and chair of the finance committee at North Memorial Medical Center, a nonprofit community hospital. ISC Financial Advisors, operating as Murray Financial Group, provides investment management, retirement-plan design, and financial planning services to individuals, including high-net-worth clients, and institutional clients such as corporate and Taft-Hartley plans. The firm manages approximately $1.35 billion in client assets and employs fundamental analysis, a long-term perspective, and both strategic and tactical asset allocation in constructing client portfolios.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Charles A

CFP®, Series 63, Series 65

Albert Lea, MN

ISC Financial Advisors

Charles Achterkirch is a CFP® with 11 years of industry experience, currently serving at ISC Financial Advisors since 2016. Prior to that, he worked at The Oak Ridge Financial Services Group, Inc. from 2013 to 2016. Outside of financial advising, he operates an auto detailing business and holds a minority ownership in an automotive-related company. ISC Financial Advisors, operating as Murray Financial Group, offers investment management, retirement-plan design, and financial planning services to both individual and institutional clients. The firm manages approximately $1.35 billion in assets and employs a long-term, fundamental analysis approach combined with strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jason W

CFP®, Series 66

Albert Lea, MN

LPL Financial

Jason Willner is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is an insurance agent with Cafourek Financial Services. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and customizable investment solutions.

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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David K

Series 66

Albert Lea, MN

Edward Jones

David Kramer Jr. is a financial advisor with Edward Jones in Albert Lea, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Angela E

CFP®, Series 66

Albert Lea, MN

Edward Jones

Angela Eggum is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Albert Lea, MN. She has 12 years of industry experience, all with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Albert Lea, MN

Edward Jones

Tyler Doran is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has a background that includes roles in agriculture and transportation. Outside of his advisory role, Doran serves as a volunteer firefighter and emergency medical responder, is a member of the City Council in Clarks Grove, MN, and sits on the board for Senior Resources of Freeborn County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm manages over $1 trillion in assets and supports its nationwide network of more than 23,700 financial advisors through affiliated mutual funds, a trust company, and securities-based lending options.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Brian V

Series 66

Albert Lea, MN

Edward Jones

Brian Vogt is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at C21 Atwood and was self-employed, following a 28-year career at Cargill Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Educators, Teachers, and Academics
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Andrew I

Series 63

Albert Lea, MN

Edward Jones

Andrew Irvine is a financial advisor with Edward Jones in Albert Lea, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Albert Lea, MN

Edward Jones

Paul Nolette is a financial advisor with Edward Jones in Albert Lea, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Suzanne K

Series 63, Series 66

Albert Lea, MN

Ameriprise

Suzanne Kach is a financial advisor with Ameriprise in Albert Lea, MN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise since 2010, including her current role starting in 2020. Outside of her advisory work, she consults with clients and performs investment analysis through F&G Management LLC. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals nearing or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-smart withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

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

Series 66

Albert Lea, MN

Edward Jones

Mc Kenzie Gilby is a financial advisor at Edward Jones in Albert Lea, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Gilby’s work history includes roles in healthcare and retail settings, as well as caregiving. Outside of advising, Gilby works as a caregiver for a disabled child. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies 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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