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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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Taylor A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds the Series 66 designation. He has nine years of industry experience, including roles at Raymond James Financial Services Advisors Inc. since 2016. Outside of finance, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, trusts, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis across a variety of instruments, and offers services tailored to client goals without accepting discretionary authority or custody of client assets.

General retirement planning Business Financial Management Founder/Business Owner
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Ethan A

Series 66

Ottawa, IL

Armstrong & Associates, Inc.

Ethan Armstrong is a financial advisor with Raymond James Financial in Ottawa, Illinois, holding a Series 66 designation and nine years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 2016 and operates Armstrong & Associates, Inc., where he also serves as a financial adviser. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

General retirement planning Business Financial Management Founder/Business Owner
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Bradley A

CFP®, Series 63

Ottawa, IL

Armstrong & Associates, Inc.

Bradley Armstrong is a CFP® with 39 years of experience in financial services. He has been with Armstrong & Associates, Inc. since 1987 and worked at LPL Financial, LLC from 1988 to 2016. Armstrong also serves as a director at First Ottawa Bancshares, Inc. Outside of his advisory role, he is involved in overseeing bank operations through his board position. Armstrong & Associates, Inc. provides financial planning and investment advisory services to individuals, corporations, partnerships, trusts, estates, and institutional clients such as pension and profit-sharing plans. The firm emphasizes retirement, estate, and investment planning, using both fundamental and technical analysis to tailor recommendations based on client goals and risk tolerance.

General retirement planning Business Financial Management Founder/Business Owner
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John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and founding Armstrong & Associates, Inc. He also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a broad network of independent professionals.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Michael W

Series 63, Series 66

Morris, IL

Edward Jones

Michael Wright is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in commercial real estate ownership and management in the Morris area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports clients through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
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Jonathan W

Series 63, Series 66

Marseilles, IL

Edward Jones

Jonathan Walker is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is involved in commercial rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Stephen K

Series 63, Series 65

Ottawa, IL

Equitable Advisors

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he volunteers with Marquette High School in fundraising activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Heliodoro R

CFP®, Series 66

Ottawa, IL

Edward Jones

Heliodoro Ruvalcaba is a CFP® professional with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

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

ChFC®, Series 63, Series 65

Ottawa, IL

LPL Enterprise

Attilio Bianchi is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including extensive tenure at Pruco Securities, LLC and Prudential Insurance Company of America. Bianchi serves as a board member of The Nell's Foundation, a nonprofit organization based in Ottawa, IL. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, operating both as a broker-dealer and insurance agency.

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

CFP®, Series 63, Series 65

Ottawa, IL

Raymond James Financial

Donna Hunt is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held roles at multiple firms including Armstrong & Associates Inc. and The First National Bank of Ottawa. Hunt also serves as an Operations Manager at Armstrong & Associates, where she is licensed and assists financial advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive client interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michael P

Series 66

Morris, IL

Edward Jones

Michael Pfaff is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a board member of the Morris Hospital Auxiliary. 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, offering a range of advisory programs and investment strategies through 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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Mark P

Series 63, Series 66

Ottawa, IL

Edward Jones

Mark Platt is a financial advisor with Edward Jones in Ottawa, IL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Platt serves on the boards of the Wallace Grade School and the Ottawa YMCA. 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, with approximately $1.01 trillion in assets under management supported by a broad network of financial advisors and branch offices nationwide.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Grant W

Series 66

Morris, IL

Edward Jones

Grant Whybark is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Midwest Bank for five years. He serves as a trustee for the Morris Police Pension Fund and is the president of the University of St. Francis Golf Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Ottawa, IL

Edward Jones

Kimberly Krueger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is the president and treasurer of Traegonia Inc., a company that owns trademarks for a middle-grade fantasy book series. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with an extensive nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management Retired Founder/Business Owner Executive
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Andrew B

CFP®, Series 66

Ottawa, IL

Edward Jones

Andrew Blackburn is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Ottawa, IL. He has been with Edward Jones since 2017 and previously worked at Voya / Wells Financial in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Silas P

CFP®, Series 66

Marseilles, IL

Edward Jones

Silas Parker is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2018. He has a total of seven years of industry experience, including three years at Crop Production Services prior to joining Edward Jones. Silas serves as president of the Marseilles Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Divorce financial planning Liquidity event planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Blake B

CFP®, Series 66

Ottawa, IL

Edward Jones

Blake Baker is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones in Ottawa, IL since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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