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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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Brett N

CFP®, Series 66

Petersburg, WV

Edward Jones

Brett Nesselrodt is a financial advisor at Edward Jones in Petersburg, WV, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Glenn Weaver and Arx Wealth Management. He was also involved with Old 690 Brewing Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm has a nationwide presence with more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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John C

Series 66

Moorefield, WV

Edward Jones

John Cheshire is a Series 66 registered advisor with Edward Jones in Moorefield, WV, where he has worked since 2018. He has eight years of industry experience, including four years at The Bank of Romney. Outside of his advisory role, he is involved in commercial real estate and property management through sole ownership of two real estate businesses in West Virginia. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Moorefield, WV

Edward Jones

Tony Cook is a Series 66 licensed financial advisor with Edward Jones, based in Moorefield, WV. He has 13 years of industry experience, including 14 years with Edward Jones since 2012. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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