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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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Hudsen H

CFP®, Series 65

Chester, VT

AFS Wealth Management LLC

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Wealth management Passive / index investing Real estate investing
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Nicholas H

Series 66

Charlestown, NH

Empower Advisory Group

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Troy S

Series 63, Series 65

South Ryegate, VT

LPL Financial

Troy Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at LPL Financial since 2022 and previously with People's United Advisors, Inc. and People's Securities Inc. Sanborn also performs notary services as part of his professional activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, 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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Maria H

Series 66

Claremont, NH

LPL Financial

Maria Horne is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was affiliated with Claremont Financial Services and has held various positions across different industries, including roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. 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 combines advisory services with non-advisory products such as insurance and lending options.

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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William S

Series 66

Bellows Falls, VT

Edward Jones

William Stevens is a financial advisor at Edward Jones in Bellows Falls, VT, with 12 years of industry experience. He holds a Series 66 designation and 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Robert M

Series 66

Claremont, NH

OSAIC

Robert Maccioli is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 26 years of industry experience. His prior firms include Woodbury Financial Services, Inc., and he has longstanding ownership roles in Horizon Financial Services, where he provides fixed term life and health insurance as well as income tax preparation and payroll services. Outside of his advisory work, he owns Miracle Mountain Wildlife Foodplots, an LLC focused on designing and developing wildlife foodplots. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment vehicles and advisory programs supported by multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Kayla P

Series 66

Claremont, NH

Raymond James Financial

Kayla Putnam is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has previously worked at LPL Financial and Claremont Financial Services, and serves as a board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes client collaboration using detailed risk profiling and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Roland S

CFP®, Series 66

Claremont, NH

Edward Jones

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 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 investment strategies and advisory services through a nationwide network of financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Amy D

ChFC®, Series 66

Springfield, VT

Edward Jones

Amy Duffy is a financial advisor at Edward Jones in Springfield, VT, holding the ChFC® designation and Series 66 license with nine years of industry experience. Before joining Edward Jones in 2016, she worked in dental office administration at West River Family Dental and Windsor Dental from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a extensive network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing ESG / Sustainable investing Wealth management Founder/Business Owner
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Steven S

CFP®, Series 66

Grafton, VT

Raymond James & Associates

Steven Schmitt is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Wells Fargo Advisors LLC. He is also an author working on a book titled "Capitalizing on Climates," expected to be published in early 2026. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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