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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

9 advisors near 74361

Out of 400,000+ nationwide

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Robert N

Series 63, Series 65

Pryor, OK

Royal Fund Management, LLC

Robert Norris is a financial advisor with Royal Fund Management, LLC in Pryor, OK, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Royal Fund Management since 2013 and also owns Norris Financial Services, LLC, where he sells insurance products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and provides specialized services such as access to select non-traded REITs and an options-writing overlay.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Wesley C

Series 63, Series 65

Pryor, OK

Principal Financial Services

Wesley Cyrus is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked with Union Financial and multiple Principal affiliates since 2020, as well as MWA Financial Services and Modern Woodmen Of America earlier in his career. Outside of his advisory role, he serves as a college basketball official, participates on the board of an organization providing respite care for parents with disabled children, and chairs the advisory council of his local church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Retired Founder/Business Owner
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Nicholas H

Series 66

Pryor, OK

Edward Jones

Nicholas Harris is a financial advisor with Edward Jones in Pryor, Oklahoma, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Harris serves as president of Senior Citizens Committee, Inc., which manages property for low-income seniors, and holds various board and membership positions in community and service organizations including the Lions Club International, Rotary Club, and Optimist International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices. The firm offers multiple managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Caitlin B

Series 66

Pryor, OK

Edward Jones

Caitlin Baney is a financial advisor with Edward Jones in Pryor, Oklahoma, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously was affiliated with Oklahoma State University for three 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 discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard across its advisory services.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Whitney G

Series 66

Adair, OK

Cambridge Investment Research Advisors

Whitney Gum is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2022, Gum worked with United Planners' Financial Services of America and Avantax, and has been involved with ENJ Financial LLC since 2018. Outside of advisory work, Gum is employed at Hummel Water Well Services, Inc., a water well services company. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, utilizing various account platforms and third-party strategists.

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

Series 65, Series 66

Pryor, OK

Edward Jones

Joshua Lee is a financial advisor at Edward Jones with Series 65 and Series 66 designations. He has one year of industry experience and previously worked in roles spanning training and retail sectors. 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 programs and investment options supported by a large nationwide 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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Kindsey E

Series 63, Series 65

Adair, OK

Cambridge Investment Research Advisors

Kindsey Ely is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Cambridge in 2022, Ely was affiliated with United Planners' Financial Services of America and Avantax-related firms. Outside of advisory work, Ely owns and operates several businesses including a radio station, Blue Sky Media, and hosts religious revival events through Everyone Needs Jesus. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment approaches across multiple account platforms.

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

Series 66

Pryor, OK

Edward Jones

Eric Hansbrough is a Series 66-registered financial advisor with Edward Jones in Pryor, Oklahoma, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is also a property owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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Mike V

Series 66

Langley, OK

Edward Jones

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Engineering Professional
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