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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

12 advisors near 17240

Out of 400,000+ nationwide

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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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William L

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Greg M

Series 63, Series 65

Newburg, PA

Newedge Advisors

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2012. Outside of his advisory roles, McMullen officiates high school and club basketball games with the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Randall T

Series 63, Series 65

Shippensburg, PA

Capital Analysts

Randall Taylor is a financial advisor with Lincoln Investment in Shippensburg, PA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in several community activities, including board membership for the Rotary Club of Shippensburg Foundation and volunteering as an election worker and Meals on Wheels driver. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Robert R

Series 63, Series 66

Shippensburg, PA

Cetera

Robert Russoli is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has also been associated with Wheatland Advisors and Orrstown Bank. Outside of his advisory role, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, with a notable combination of retirement and fiduciary capabilities integrated into its broader institutional platform.

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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Jacob B

Series 65, Series 66

Shippensburg, PA

Cetera

Jacob Barling is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at Cetera Wealth Services and Orrstown Financial Advisors, among other firms. Outside of his advisory role, he serves on the finance committee of Corpus Christi Catholic Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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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Phyllis N

CFP®, Series 63

Shippensburg, PA

Cetera

Phyllis Nye is a CFP® professional with 34 years of experience, currently affiliated with Cetera. Her career includes long-term roles at Orrstown Bank and Cetera Wealth Services, as well as involvement with Shipmates LLC. Outside of advisory work, she serves as vice president of the Summit Health Foundation Board, participates on the Cumberland County Land Preservation board, and holds various roles in local business and community organizations in Pennsylvania. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with a broad advisory platform.

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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Jarred K

Series 63, Series 65

Shippensburg, PA

Cetera

Jarred Knott is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Orrstown Bank since 2012. Knott is actively involved in community organizations, serving as president of Mainstreet Waynesboro and participating in local civic leadership initiatives. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

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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Megan W

Series 63, Series 65

Shippensburg, PA

Ameriprise

Megan Wall is a financial advisor with Ameriprise in Shippensburg, PA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Sniegocki Weaver Financial Solutions. Outside of her advisory work, she is employed by LJS Group LLC, a legal entity related to advisory services, and is involved in coordinating care between CPAs and clients through Pennoptic CPAs and Strategic Partners. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with their financial advisors.

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

Series 66

Shippensburg, PA

Edward Jones

William Graham V is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and the Ludwig Institute for Cancer Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

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

ChFC®, Series 63

Newville, PA

Ameriprise

Scott Bechtold is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory work, he is involved in business ownership and management activities related to office operations and market research through entities such as LJS Group LLC. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions, delivering retirement-income recommendations through a centralized consulting team using research, modeling, and tax-efficiency analysis.

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

Series 66

Spring Run, PA

Cetera

Galilee Harter is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Wheatland Advisors, Inc. and Orrstown Financial Services. Harter serves on the board of the Chambersburg Area Education Foundation, where she works on advancing educational opportunities in the community. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, combining retirement and fiduciary capabilities with a broad trust and institutional network.

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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