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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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Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Highland, IL

Powers Advisory Group, LLC

Matthew Powers is a financial advisor at Powers Advisory Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Powers Advisory Group since 2014. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis and focuses on asset allocation and security selection with an emphasis on quality, income generation, and low internal costs.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Richard R

Series 65, Series 66

Highland, IL

Powers Advisory Group, LLC

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Michael M

Series 65

Greenville, IL

Values First Advisors, Inc.

Michael Mitchell is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience and holds a Series 65 designation. He has worked at Eurofins Pharma Discovery Services since 2016, where he serves as a Product Manager focused on drug safety and efficacy, alongside his advisory role. Mitchell has been with Values First Advisors since 2009. Values First Advisors is an independent SEC-registered firm that provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing principles with fundamental analysis, model management, and third-party due diligence to tailor portfolios and manage assets across various client types.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Donald P

ChFC®, Series 63, Series 65

Highland, IL

M Holdings Securities, INC.

Donald Portell is a financial advisor with M Holdings Securities, Inc. and DBP Wealth Advisory Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Portell Financial Services and M Holdings Securities. He serves on the board of directors for the Highland Country Club. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance advisory services, utilizing multiple sponsored platforms and custodial providers.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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David B

Series 63, Series 65

Highland, IL

M Holdings Securities, INC.

David Bargetzi is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with M Holdings since 2012 and is also involved with Lucco Management Company LLC and Portell Financial Services, Inc. His activities include financial planning and group term insurance administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary investment management, retirement plan consulting, and insurance-contract advisory services through a network of independent Financial Professionals.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Donstan P

Series 66

Highland, IL

M Holdings Securities, INC.

Donstan Portell is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and six years of industry experience. He has been with M Holdings since 2019 and currently leads DBP Wealth Advisory Group. Prior to his advisory career, he worked with the St. Louis Cardinals, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Lee S

Series 63, Series 66

Greenville, IL

Kovack Advisors, inc.

Lee Simmonds is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 66 credentials and has 39 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he is a registered notary public. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brian M

Series 63, Series 65

Greenville, IL

Commonwealth Financial Network

Brian Mulhall is a financial advisor with Commonwealth Financial Network in Greenville, Illinois. He holds Series 63 and Series 65 designations and has 35 years of industry experience. Mulhall has been with Commonwealth Financial Network since 2007 and also operates Mulhall Financial Design. He is involved in fixed insurance as an outside business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a broad range of investment options and supports advisors with operations, trading, technology, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph H

Series 66

Highland, IL

LPL Financial

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with LPL Financial since 2012 and operates Horstmann Premier Financial since 2015. Outside of his advisory work, Horstmann is co-owner of Twice the Ice, a family-run ice vending business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and various delivery options, combining advisory and brokerage services tailored to client needs.

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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Kevin D

Series 63, Series 66

Highland, IL

Edward Jones

Kevin Dewaele is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. 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 manages approximately $1.01 trillion in assets, offering a range of advisory programs and affiliated investment products through a 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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Lisa D

Series 66

Highland, IL

Edward Jones

Lisa Driscoll is a financial advisor at Edward Jones in Highland, IL, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2011 in various capacities. Outside of her advisory role, she works as an independent consultant selling jewelry. 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 broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Christopher W

Series 66

Highland, IL

Raymond James & Associates

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2018, and previously spent 11 years at Stifel Nicolaus followed by one year at Stifel Financial Corp. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Carl D

Series 63, Series 66

Highland, IL

Edward Jones

Carl Dempsey is a financial advisor with Edward Jones in Highland, IL, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Edward Jones since 2009. Outside of his advisory role, he owns a hunting property in Illinois for which he receives CRP government payments related to wildlife habitat management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Blake S

Series 66

Greenville, IL

Cambridge Investment Research Advisors

Blake Snyder is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2018. He has eight years of industry experience and also operates Frank Snyder Financial, which he has managed since 2013. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, utilizing a range of model-based and customizable investment strategies.

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

Series 66

Highland, IL

LPL Financial

Michael Riffel is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, LLC, KESTRA Investment SERVICES, LLC, and NFP Securities, Inc. Outside of his advisory role, he operates Mike Riffel Financial Management, a business entity focused on financial advisory and tax purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and lending products.

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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De Anna B

CFP®, Series 66

Highland, IL

Edward Jones

De Anna Bolt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Maurices and was involved with All You Fitness & Party Place. 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 through a large network of advisors and branch offices, offering a variety of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

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

ChFC®, Series 63, Series 65

Highland, IL

Cambridge Investment Research Advisors

Peggy Elliott is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience and has been associated with Cambridge Investment Research Advisors since 2011. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through multiple account platforms.

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

ChFC®, Series 63

Greenville, IL

Cambridge Investment Research Advisors

Frank Snyder IV is a ChFC®-designated financial advisor with 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at Transamerica Financial Advisors, Inc. for 14 years. Outside of his advisory role, he owns Snyder Financial, Inc., which provides insurance products as well as tax preparation and bookkeeping services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals using 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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David D

Series 66

Greenville, IL

LPL Financial

David Disch is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2021 and previously at STL Wealth LP. Outside of his advisory work, he serves on nonprofit boards including STL Wealth LP and Greenville Free Methodist 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 range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through 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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Matthew A

CFP®, Series 66

Highland, IL

Edward Jones

Matthew Armentrout is a CFP® with 19 years of industry experience. He has been with Edward Jones since 2013. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Greenville, IL

LPL Financial

Lisette Ehrat is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bradley Tinnin Prudent Investor Services, Inc. and Osaic. Outside of her advisory role, she is a church organist. 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 variety 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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Brittni S

Series 66

Greenville,, IL

Cambridge Investment Research Advisors

Brittni Snyder Borri is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Cambridge Investment Research Advisors since 2022 and is also associated with Frank Snyder Financial as an independent insurance agent. Previously, she has held roles at LockerDome, FCB Banks, and McKendree University. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and investment strategies.

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

Series 66

Highland, IL

Edward Jones

Brian Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Leonardo DRS for 15 years. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Greenville, IL

Edward Jones

David Tabor is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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