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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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Jonathan F

Series 63, Series 65, Series 66

Leesburg, GA

Integrity Dynamic Investments LLC

Jonathan Fisk is a financial advisor at Integrity Dynamic Investments LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Integrity Dynamic Investments since 2014. Integrity Dynamic Investments provides discretionary asset management and ongoing portfolio supervision for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm utilizes a rules-based, dynamic asset allocation strategy that incorporates fundamental, technical, relative strength, and quantitative analysis, with a focus on Dorsey Wright research and the DALI relative-strength framework.

Active portfolio management Factor investing / smart beta Passive / index investing
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Kelly J

Series 63, Series 65

Albany, GA

The Jenkins Group

Kelly Jenkins is a financial advisor at The Jenkins Group in Albany, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with The Jenkins Group since 2005 and has also worked at LPL Financial LLC since 2009. Kelly is a 50% owner of The Jenkins Group and provides consulting services related to financial planning. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm constructs portfolios using a combination of in-house models, third-party managers, and advisory programs through LPL Financial and SEI, managing over $200 million in client assets while integrating investment, tax, and retirement-plan services.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
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Davis G

Series 66

Albany, GA

The Jenkins Group

Davis Gill is a financial advisor at The Jenkins Group with seven years of industry experience. He holds a Series 66 designation and has worked at The Jenkins Group and LPL Financial since 2019. Outside of his advisory role, he is involved in managing a pecan farm and serves as a successor trustee for a community property trust. The Jenkins Group serves individual investors, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses a combination of in-house models, third-party managers, and sponsored advisory programs to construct and manage client portfolios on both discretionary and non-discretionary bases.

General retirement planning General tax planning Wealth management Charitable giving & philanthropy Business ownership considerations
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Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Brent W

Series 63, Series 66

Albany, GA

OneAscent Wealth Management

Brent Whiddon is a financial advisor at OneAscent Wealth Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial, LLC. Outside of advising, he owns a farming business, speaks at financial education seminars, and is a member and speaker for The Society for Financial Awareness. OneAscent Wealth Management serves individuals, retirement plans, trusts, and institutions by providing asset management, financial planning, and fiduciary services. The firm uses quantitative analysis and manager due diligence to create customized asset allocation strategies across various investment vehicles, and offers additional services such as UMA overlay management and tax overlay options.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Founder/Business Owner Retired Executive
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Noah M

Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Jason P

Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Jason Potter is a financial advisor at KingsMark Private Financial Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside his advisory role, he is also an independent insurance sales agent involved in insurance and annuity product sales. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants, offering financial planning, investment management, and retirement-plan consulting. The firm uses fundamental analysis and asset-allocation models, with ongoing portfolio monitoring and the option to co-advise with third-party managers when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Rebecca A

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Rebecca Anderson is a CFP® with 20 years of industry experience and has been with Kingsmark Private Financial Advisors, LLC since 2008. She holds a Series 66 license and serves as a managing partner of Westover Land Properties, LLC, a non-investment related business. Kingsmark Private Financial Advisors, LLC serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options strategies as part of its investment approach.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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Mark M

Series 65

Albany, GA

Dynamic

Mark Minarik is a financial advisor at Dynamic with 11 years of industry experience. He holds the Series 65 designation and has been with Dynamic Wealth Advisors, doing business as Centennial Wealth Management, since 2018. Prior to that, he worked at Yellowstone Partners, LLC from 2014 to 2018. Outside of advising, Mr. Minarik is also an insurance agent with Intermountain Insurance Services in Rexburg, Idaho. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and registered investment advisers. The firm follows a client-specific, long-term portfolio construction process and offers a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Ryan G

Series 63, Series 65

Albany, GA

Eagle Strategies (NY Life)

Ryan Garnto is a financial advisor with Eagle Strategies (NY Life) based in Albany, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Certa Wealth Strategies, Nylife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he owns and directs Roundball Round Up, a basketball camp, and serves on multiple nonprofit and alumni boards, including as president of a local Sertoma chapter and as a board member of the Kappa Sigma Alumni Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as a subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 31, 2024.

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

Series 63, Series 65

Albany, GA

Oppenheimer

Jerome Lynn III is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 2001. Outside of his advisory work, he is the sole proprietor of Doublegate Designs, a small crafting business. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Kerry H

Series 66

Leesburg, GA

Edward Jones

Kerry Hall is a financial advisor with Edward Jones in Leesburg, Georgia, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Hall worked in various roles within the Department of Navy, Defense Logistics Agency, PAE, and URS. Outside of finance, Hall owns Khall Nutrition, LLC, providing nutrition consultation and meal planning services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with assets under management totaling approximately $1.01 trillion. The firm offers a range of investment advisory programs and maintains a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

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

Series 63, Series 66

Albany, GA

LPL Financial

Robert Leach is a financial advisor with LPL Financial in Albany, GA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is a co-owner of a laundromat and serves on the board of the Phoebe Foundation local hospital. 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 accommodates various advisory and brokerage needs through its extensive 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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Jason C

Series 66

Albany, GA

LPL Financial

Jason Casey is a financial advisor with LPL Financial in Albany, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Invest Financial Corporation and HD Vest Advisory Services. Outside of his advisory role, he serves as the Director of Connections and Training at Sherwood Baptist Church. 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 wide 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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Thomas R

Series 66

Albany, GA

Cetera

Thomas Rumph is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at MassMutual and Bank of America. Outside of his advisory role, he is a licensed realtor affiliated with Needmore Properties, LLC. Cetera Investment Advisers serves a diverse client base including individuals, 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 supported by multiple program structures and model portfolios.

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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John T

Series 66

Albany, GA

Edward Jones

John Thurman is a financial advisor at Edward Jones in Albany, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Kimball Midwest and WebstaurantStore, as well as positions at Amazing Grace Baptist Church and The Refuge Church. 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 broad range of investment strategies and affiliated capabilities through a nationwide network of more than 23,700 advisors.

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

CFP®, ChFC®, Series 63

Albany, GA

OSAIC

John Haire is a CFP® and ChFC® with 42 years of industry experience. He joined OSAIC in 2025 after a 44-year tenure with Lincoln Financial Advisors Corporation. In addition to his advisory work, he is the owner of Financial Strategies Corporation, where he offers accident and health, disability, and group life insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that utilizes risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, supporting both discretionary and non-discretionary management across a wide range of investment vehicles.

Annuities Founder/Business Owner Executive Retired
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Matthew G

Series 66

Albany, GA

Edward Jones

Matthew Griffin is a financial advisor at Edward Jones with three years of industry experience. He has held previous roles at Cintas and Georgia Southern University. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

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

Series 66

Albany, GA

Raymond James & Associates

George Harper III is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries including education and retail prior to joining Raymond James. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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