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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 37334

Out of 400,000+ nationwide

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Michelle H

CFP®

Fayetteville, TN

Southern Capital Services Inc

Michelle Hunt is a CFP® professional with seven years of industry experience, currently serving as an advisor at Southern Capital Services, Inc. in Fayetteville, TN. She has been with Southern Capital Services since 2018 and has worked in the firm since 2007. Southern Capital Services, Inc. is a team advisory firm serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, managing portfolios across various asset classes with documented risk tolerances and regular account reviews.

Options & derivatives strategies Annuities Real estate investing
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Teresa S

Series 63, Series 65

Fayetteville, TN

Verus Capital Partners, LLC

Teresa Simmons is a financial advisor at Verus Capital Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for NEXT Financial Group, Inc. for 17 years. Outside of her advisory work, she owns a barbecue and catering business in Fayetteville, Tennessee. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Jeffrey M

Series 63, Series 66

Fayetteville, TN

Verus Capital Partners, LLC

Jeffrey Mathis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Next Financial Group Inc and Heritage Wealth Management, LLC. Outside of advising, he serves as Director of Planned Giving at Florida College, where he is involved in fundraising activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Jonathan R

Series 63, Series 65

Lynchburg, TN

Cambridge Investment Research Advisors

Jonathan Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Outside of advisory work, he serves as a volunteer board member for the Metro Moore County Utility Department in Lynchburg, Tennessee. 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, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

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

Series 66

Fayetteville, TN

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management
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John K

CFP®, Series 63, Series 66

Fayetteville, TN

Edward Jones

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Melissa M

Series 66

Fayetteville, TN

Edward Jones

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