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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

Top 30 financial advisors of 853 near 43062

Out of 400,000+ nationwide

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Tim B

CFP®, RICP®

New Albany, OH

YFP Wealth

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stressors. In 2017, Tim teamed up with Tim Church PharmD (YFP CMO), to co-author Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth and he then eventually joined the team. Around that time, Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNERâ„¢ (YFP COO...that's me!), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads. In 2019, all three Tims joined forces merging the blog, podcast, book and financial planning firm under the Your Financial Pharmacist brand. The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Student loan debt Pharmacist Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Randy H

CFP®, Series 66

Pickerington, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Max W

Series 63, Series 65

Westerville, OH

Fidelity

Max Weston is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2021. He brings over a decade of experience in financial services, having held several roles including Officer and Preferred Relationship Manager at Fifth Third Bank from 2019 to 2021. Prior to that, he worked as a Licensed Banker II and Personal Banker II at Fifth Third Bank between 2016 and 2019, and as a Branch Financial Consultant at PNC Bank from 2014 to 2016. Max holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial planning. He emphasizes collaborative planning with individuals and families to reduce financial stress and create clear financial direction. Outside of his professional life, Max spends time with his wife and two young sons, engaging in activities such as outdoor adventures, attending sporting events in Columbus, and socializing with friends. His personal interests include family activities, golf, snowboarding, and soccer.

General retirement planning Income planning Young Families
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Kevin O

Series 66

Gahanna, OH

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer ESG / Sustainable investing Educators, Teachers, and Academics
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Thomas C

Series 63, Series 66

Westerville, OH

Fidelity

Thomas Cox is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity for over a decade, beginning his career there in 2011 and progressing through various positions including Investment Consultant, Workplace Planning Consultant, High Net Worth Associate, and Financial Service Representative. He holds a Certified Financial Planning certificate, an MBA from the University of Cincinnati, and Life and Health Insurance licenses. These credentials support his ability to provide appropriate financial solutions tailored to clients' unique goals. Thomas collaborates with clients to develop strategies that align with their individual financial objectives. Outside of his professional work, Thomas is a father of two and has been married for seven years. His personal interests include fitness, football, hiking, parenthood, running, and soccer.

Wealth management Cash flow / budgeting Life insurance needs analysis Parents Established Professionals
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Alexis P

Series 66

Westerville, OH

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner LGBTQIA
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Andrew L

Series 66

Westerville, OH

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Inheritance planning
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Shawn W

Series 66

Pataskala, OH

Edward Jones

Business ownership considerations Business succession planning Family Business General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Adam G

Series 66

Granville, OH

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Dan J

Series 63

Westerville, OH

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families
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