Direct booking

firm logo

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 464 near 46158

Out of 400,000+ nationwide

firm logo

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
firm logo

Heather R

Series 66

Mooresville, IN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
firm logo

James R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
firm logo

Austin H

Series 66

Avon, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
firm logo

Kim S

CFP®, ChFC®, Series 63, Series 66

Indianapolis, IN

Edward Jones

Retirement income strategy General retirement planning
firm logo

Tyler M

Series 66

Greenwood, IN

Merrill

Tyler Merkel serves as a Resident Director and Wealth Management Advisor at Merrill. Since joining the firm in 2015, he has developed a relationship-driven approach to wealth management, focusing on customized, long-term strategies tailored to clients' specific needs. As a qualified Portfolio Manager, Tyler is authorized to manage client portfolios on a discretionary basis, utilizing a blend of individual stocks and bonds, model portfolios, and selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from Ball State University with distinction and competed on the men's golf program for four years. He is affiliated with the Ball State University Alumni Association. Outside of his professional role, Tyler supports his church and maintains close ties with Ball State University and its men’s golf program. He resides just south of Indianapolis with his wife, Tara, and their three children. His personal interests include golf, basketball, running, fishing, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies
firm logo

Adam W

Series 66

Greenwood, IN

Edward Jones

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

Curtis M

ChFC®, Series 63, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
firm logo

Eric R

CFP®, Series 66

Plainfield, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management
firm logo

Christopher R

CFP®, Series 66

Greenwood, IN

Edward Jones

Retirement income strategy General retirement planning Planning for children with special needs Wealth management Military & Veterans
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")