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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 155 near 44667

Out of 400,000+ nationwide

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Kevin S

Series 63, Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Planning for children with special needs General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Philip R

Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Inheritance planning Doctor or Medical Professional
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Kelly U

Series 63, Series 66

Doylestown, OH

Fidelity

Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.

Wealth management
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Andrew V

Series 66

Canal Fulton, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Jonathan S

CFP®, Series 66

Massillon, OH

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Educators, Teachers, and Academics Public Service Employee
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Michael C

Series 63, Series 66

Clinton, OH

Fidelity

Michael Clark is a Planning Consultant at the Fairlawn Investor Center. In this role, he assists clients with designing and updating their financial plans and ensures they have the appropriate resources as they progress toward their retirement goals. Michael works closely with the Wealth Management Team to support clients throughout their retirement journey. He has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. This experience has contributed to his understanding of client needs and financial planning strategies. Outside of his professional responsibilities, Michael's personal interests include board games, cooking and baking, hiking, outdoor adventures, puzzles, and traveling.

General retirement planning Wealth management
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Samantha H

Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Founder/Business Owner
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Josh K

Series 66

Akron, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Douglas B

Series 63

Navarre, OH

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance
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Isabella M

Series 66

Akron, OH

Edward Jones

Divorce financial planning General estate planning guidance Doctor or Medical Professional LGBTQIA
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