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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

19 advisors near 89801

Out of 400,000+ nationwide

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James G

Series 66

Elko, NV

G&S Wealth Management LLC

James Glennon is the principal of G&S Wealth Management LLC in Elko, NV, holding a Series 66 designation with 17 years of industry experience. He has managed G&S Wealth Management and Glennon & Sandoval Company, a CPA firm in which he is a shareholder, since 2010. Glennon dedicates a significant portion of his workweek to the accounting firm. G&S Wealth Management primarily serves individual clients below high-net-worth thresholds, along with some corporate clients, offering non-discretionary portfolio management and financial planning tailored to each client’s circumstances. The firm employs a conservative, fundamental-analysis investment approach focusing on traditional asset classes and maintains close advisory relationships with clients.

Wealth management
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Michael L

Series 63, Series 65, Series 66

Elko, NV

Sagebrush Wealth Partners

Michael Lane is a financial advisor at Sagebrush Wealth Partners with Series 63, 65, and 66 credentials and over seven years of work experience across various roles. He is also involved in Naturopathy Lane LLC, a naturopathic wellness practice operating independently from his advisory activities. Sagebrush Wealth Partners is an independent firm providing portfolio management and limited financial planning to individual investors and small business owners. The firm focuses on long-term asset allocation using fundamental, economic, and technical analysis, offering both discretionary and non-discretionary management on a fixed-fee basis without a minimum account size.

Options & derivatives strategies Founder/Business Owner
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Nick K

Series 63, Series 65

Elko, NV

Read & Powell Financial Services, LLC

Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.

General estate planning guidance Wealth management
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Diane R

Series 66

Elko, NV

Read & Powell Financial Services, LLC

Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.

General estate planning guidance Wealth management
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Eric W

Series 65

Elko, NV

Read & Powell Financial Services, LLC

Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.

General estate planning guidance Wealth management
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Norma T

ChFC®, Series 66

Elko, NV

Edward Jones

Norma Terras is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® and Series 66 credentials, with 10 years of industry experience. She has been with Edward Jones and its predecessor firm since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Series 66

Elko, NV

Ameriprise

Melinda Mott is a financial advisor at Ameriprise with six years at the firm and three years of industry experience. She previously worked at Eide Bailly for five years. Outside of her advisory role, Melinda makes and sells pottery. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations primarily for investors with substantial assets under management.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason L

CFP®, ChFC®, Series 63, Series 66

Elko, NV

Edward Jones

Jason Land is a financial advisor at Edward Jones in Elko, NV, holding CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and maintains a commercial rental property. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Dorothy H

Series 66

Elko, NV

Ameriprise

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brad B

Series 63, Series 66

Elko, NV

Ameriprise

Brad Brazil is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience in real estate and mining sectors. Brazil is also employed at Elevate Management, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivering a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jearred F

Series 66

Elko, NV

Edward Jones

Jearred Foruria is a financial advisor at Edward Jones in Elko, Nevada, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at the Bureau of Land Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large national network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Timothy H

CFP®, Series 66

Elko, NV

Edward Jones

Timothy Hatch is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Elko, NV since 2013. Outside of his advisory role, he is involved in agricultural and real estate ventures, including managing family farm operations and participating in local commercial real estate investment decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Series 66

Elko, NV

Edward Jones

Aaron Hull is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Paychex Inc. from 2014 to 2017. 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, managing approximately $1.01 trillion in assets 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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Cheryl G

Series 66

Elko, NV

Wells Fargo Clearing

Cheryl Galloway is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and affiliated Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Regan R

Series 66

Elko, NV

Edward Jones

Regan Reichert is a financial advisor with Edward Jones in Elko, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Regan was self-employed for several years and has worked in tax services and leadership roles. Outside of financial advising, Regan paints and sells portraits and landscapes as a hobby. 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 advisors.

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

Series 66

Elko, NV

LPL Financial

Karen Ness is a financial advisor with LPL Financial in Elko, NV, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at BambooHR, NAV.COM, Benefits Pal, Cetera, and Barrick Goldstrike Mines. She is also a for-profit board member of Innovative Advisors Inc. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tara B

ChFC®, Series 66

Elko, NV

Edward Jones

Tara Bybee is a ChFC®-designated financial advisor with 12 years of industry experience, currently serving clients at Edward Jones in Elko, NV since 2013. She holds a Series 66 license and has spent her entire advisory career at Edward Jones. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide 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) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Daniel G

CFP®, Series 63, Series 66

Elko, NV

Raymond James Financial

Daniel Gillins is a CFP® professional with 23 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He also operates Gillins Financial LLC, a support company for his advisory practice. Gillins serves as a committee member on the Finance Committee of the Great Basin College Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, using a collaborative approach that incorporates asset-allocation analysis, firm research, and tailored investment recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kaitlin M

CFP®, Series 66

Elko, NV

Edward Jones

Kaitlin Mc Mullan is a financial advisor at Edward Jones with CFP® and Series 66 credentials and three years of industry experience. She has worked at Edward Jones since 2022. Prior to that, her career included roles at Easy Storage Solutions and Vipkid. 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 supported by a large 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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