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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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Jessica B

Series 63, Series 65

Osseo, WI

Thrivent Investment Management

Jessica Berg is a financial advisor with Thrivent Investment Management in Osseo, Wisconsin, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Royal Credit Union, LPL Financial, and INVEST Financial Corp. Outside of her advisory role, she owns and operates a hobby farm involved in the sale of cattle and other livestock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics. The firm’s approach combines goal-based analyses and flexible service options without discretionary trading authority.

Business ownership considerations
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Christine S

Series 66

Fall Creek, WI

Edward Jones

Christine Sims is a financial advisor at Edward Jones with one year of experience in the industry. She holds the Series 66 designation. Prior to her current role, she worked at Edward Jones from 2020 to 2025 and has held positions at Chippewa Valley Printmark Corp and Vital Plastics. Sims has also been involved with St. John's Lutheran Church and the YMCA over multiple years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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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Neil S

Series 66

Fall Creek, WI

Edward Jones

Neil Seidling is a Series 66 licensed financial advisor with Edward Jones, based in Fall Creek, WI. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, he owns and helps maintain a family farm in Fall Creek. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Military & Veterans
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Adam Z

Series 66

Augusta, WI

LPL Enterprise

Adam Zawilenski is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in the Foster Bar and Grill in Osseo, WI, working there on a part-time basis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

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