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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

Advisors near 15370

Out of 400,000+ nationwide

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Jeffrey W

Series 66

Waynesburg, PA

Milinovich & Co., Inc.

Jeffrey Widdup is a financial advisor with Milinovich & Co., Inc., holding a Series 66 designation and over 23 years of industry experience. He has worked at Milinovich & Co., Inc. since 2010 and also serves as Vice-President and Assistant Treasurer/Loan Officer at First Federal Savings & Loan of Greene County. Additionally, he is an adjunct faculty member at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

General retirement planning Income planning Passive / index investing Active portfolio management
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Joshuah D

Series 65

Waynesburg, PA

Milinovich & Co., Inc.

Joshuah Dains is a financial advisor at Milinovich & Co., Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Milinovich & Co. since 2020. Prior to this, he held positions at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

General retirement planning Income planning Passive / index investing Active portfolio management
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Michael M

Series 65

Waynesburg, PA

Milinovich & Co., Inc.

Michael Milinovich is a financial advisor with Milinovich & Co., Inc. in Waynesburg, PA, holding a Series 65 credential and 11 years of industry experience. He has been with Milinovich & Co., Inc. since 2015. Outside of his advisory role, he serves as a finance committee member for the Community Foundation of Greene County and volunteers on the Parents Advisory Council for Blueprints, a community action organization. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client assets primarily through mutual funds, ETFs, certificates of deposit, and bonds.

General retirement planning Income planning Passive / index investing Active portfolio management
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Shelby S

Series 63, Series 65

Waynesburg, PA

LPL Financial

Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2021, Shelby worked at Cory Grandel and Waddell & Reed, Inc., among other roles in the insurance and financial sectors. Outside of advisory work, Shelby has experience as a financial analyst under a DBA associated with LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment delivery 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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Molly G

Series 65

Waynesburg, PA

LPL Financial

Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and held roles in education and model management. 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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Thomas F

ChFC®, Series 63, Series 66

Waynesburg, PA

Edward Jones

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