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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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Angelica W

Series 63, Series 66

Au Train, MI

RFG Advisory, LLC

Angelica Walter is a financial advisor at RFG Advisory, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James and Associates, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a mix of active and passive investment strategies, offers discretionary portfolio management and consulting, and acts as a sub-adviser to a multi-ETF suite, integrating various platforms and specialized services in its client solutions.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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Jarrod B

Series 63, Series 65

Au Train, MI

RFG Advisory, LLC

Jarrod Biebel is a financial advisor at RFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and manages client portfolios using a combination of in-house models and outside platforms incorporating active and passive strategies.

Annuities Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Women Professionals
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