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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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Aaron H

Series 65

Piedmont, SD

RIA Advisory Group, LLC

Aaron Hanson is a financial advisor at RIA Advisory Group, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience at Brighter Electric and Rapid Spa. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages a diversified portfolio including equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, typically on a discretionary basis using a combination of charting, fundamental, and technical analysis.

Annuities
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Christopher H

Series 63, Series 65

Piedmont, SD

RIA Advisory Group, LLC

Christopher Hanson is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Financial Group. Outside of advising, he operates a small ranch in Piedmont, South Dakota. RIA Advisory Group, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm employs a mix of equities, fixed income, mutual funds, ETFs, REITs, insurance products, and private placements, managing accounts primarily on a discretionary basis using both fundamental and technical analysis.

Annuities
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Lisa N

Series 63

Edina, MN

Ameriprise

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cheryl K

CFA®, Series 63

Sturgis, SD

Cetera

Cheryl Kunstle is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. She is currently affiliated with Cetera and has also been involved with Tartan Financial Services, LLC and Cetera Wealth Services, LLC. Outside of her advisory work, she owns and operates a business consulting service focused on office efficiencies, technology, business development, marketing, and staffing, as well as providing tax preparation services through a separate accounting and tax advisory firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party managers. The firm combines retirement and fiduciary capabilities with a broad advisory platform, supported by multiple program structures and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alex G

Series 63, Series 65

Edina, MN

Ameriprise

Alex Grausnick is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2013 to 2020. Outside of advising, he is involved with May, Inc. as a paraplanner supporting his Ameriprise practice. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide personalized retirement-income planning and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chelsea M

Series 66

Sturgis, SD

Edward Jones

Chelsea Maier is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at the State of South Dakota, Coca-Cola Bottling Company High Country, Nutrien Ag Solutions, and Crop Production Services. 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 services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, supported by a large national 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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Candela L

Series 66

Edina, MN

Ameriprise

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

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

Series 63, Series 66

Sturgis, SD

Edward Jones

Robert Gordon is a financial advisor at Edward Jones in Sturgis, South Dakota, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Gordon is involved in various agricultural businesses, including ranching, cattle and goat breeding, and land management in Whitewood, South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers 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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Kathryn W

Series 63, Series 65

Whitewood, SD

OSAIC

Kathryn Wilson is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Arbor Point Advisors, and KMS Financial Services. In addition to her advisory role, she sells term and hybrid life insurance policies with long-term care riders as a service to clients for estate planning purposes. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and programs through a large network of advisors.

Annuities Founder/Business Owner Executive Retired
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Michele L

Series 66

Edina, MN

Ameriprise

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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