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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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Mark W

Series 65

Oscoda, MI

Brookwood Financial Services

Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.

Options & derivatives strategies Real estate investing Annuities Wealth management General tax planning
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Allison M

Series 63, Series 65

Oscoda, MI

The huntington Investment company

Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Dustin C

Series 63, Series 65

Oscoda, MI

PNC Wealth Management

Dustin Clare is a financial advisor with PNC Wealth Management in Oscoda, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory work, he serves as a finance council board member at Sacred Heart Catholic Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm uses approved model strategies executed by delegates and emphasizes automated rebalancing with limited direct client interaction.

Passive / index investing Active portfolio management Wealth management Executive
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Gregory M

Series 66

East Tawas, MI

Edward Jones

Gregory Malewska is a financial advisor at Edward Jones with a Series 66 credential and one year of experience at the firm. His prior work includes roles at District Health Department No. 2 and South University. 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 variety 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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Warren B

Series 63, Series 66

East Tawas, MI

LPL Enterprise

Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joseph B

Series 63, Series 65

East Tawas, MI

Edward Jones

Joseph Bettega is a financial advisor at Edward Jones with 32 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 1993. Based in East Tawas, MI, he works within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Oscoda, MI

Edward Jones

Mark Shultz is a financial advisor with Edward Jones in Oscoda, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a real estate business, Mark II Corp, LLC, based in Harrisville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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Mary G

CFP®, Series 66

East Tawas, MI

Edward Jones

Mary Guzak is a CFP® and Series 66 licensed financial advisor with Edward Jones in East Tawas, Michigan. She has 12 years of industry experience and has been with Edward Jones since 2013. Outside of her advisory role, she is a co-owner of real estate investment businesses in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Sheila M

Series 66

Tawas City, MI

Edward Jones

Sheila Malewska is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at AuPairCare and South University. Outside of her advisory role, she is involved with 6M Holdings LLC, a real estate holding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Savannah B

Series 66

East Tawas, MI

Edward Jones

Savannah Bettega Dobbs is a Series 66-registered financial advisor with Edward Jones, based in East Tawas, MI, and has nine years of industry experience. She has been with Edward Jones since 2016, with prior work experience including a role at Jackss Bar and Grill and employment at Grand Valley State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy Wealth management Military & Veterans
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