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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 48734

Out of 400,000+ nationwide

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Kent K

ChFC®, Series 63, Series 66

Clio, MI

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k)
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Mary G

CFP®, Series 66

Frankenmuth, MI

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing
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Michael S

Series 66

Frankenmuth, MI

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Doyle W

CFP®, Series 66

Frankenmuth, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Colin M

CFP®, Series 66

Frankenmuth, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Zachary S

ChFC®, Series 66

Saginaw, MI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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James B

Series 66

Saginaw, MI

Edward Jones

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Ryan I

Series 66

Saginaw, MI

Merrill

Ryan Iles is a Wealth Management Advisor and managing partner with the Iles Schropp Group at Merrill Lynch Wealth Management. As a senior partner, he works closely with a diverse client base that includes individuals, families, business owners, large foundations, endowments, nonprofit institutions, and corporate retirement plans across the United States. He focuses on areas such as family wealth management, legacy planning, retirement income, tax minimization, education planning, and services for mission-driven organizations. Ryan joined Merrill and the Iles Schropp Group in 2005 and has since pursued a commitment to lifelong learning, earning professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from Central Michigan University. Ryan is proud to co-lead a team recognized among Forbes "Best-in-State Wealth Management Teams" for multiple consecutive years. Residing in Saginaw Township, Michigan, Ryan lives with his wife, Chelsea, their two children, Brayden and Brooklyn, and their dogs. He and his family participate actively in their community and church and enjoy outdoor activities, traveling, and spending time with friends and family. Ryan's personal interests include endurance sports, boating, golfing, painting, running, scuba diving, skiing, and artistic pursuits. He engages with several local professional and charitable organizations, including River End Preserve, Saginaw Leadership Cares, Child & Family Services of Saginaw, Saginaw YMCA, The Saginaw Club, and Versiti Blood Center of Michigan.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Charitable giving & philanthropy Parents Mid-Career Professionals
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Daniel B

Series 63, Series 65

Saginaw, MI

Merrill

Daniel Bade is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has served clients since 1990. He is a key member of the Provenzano-Bade-Wood Group, a team of financial advisors and client associates with extensive combined experience. Daniel provides comprehensive portfolio management and retirement benefits consulting, focusing on helping clients develop financial plans aligned with their personal goals and life transitions. With a Bachelor’s degree in Marketing and minors in Accounting and General Business from Western Michigan University, Daniel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include retirement planning, legacy and philanthropic strategies, family wealth management, and small business financial strategies. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years. Beyond his professional work, Daniel is actively involved in his community through leadership roles with the Frankenmuth Rotary Club, including co-chairing the Helping Hands Committee and chairing the annual Frankenmuth Fondo bicycle fundraiser. He also serves on the board of the St. Lorenz Foundation and participates in his local church. Daniel resides in Frankenmuth with his wife and enjoys biking, running marathons, golf, reading, and spending time with his family.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner
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Wesley S

Series 66

Saginaw, MI

Merrill

Wesley Schropp is a Wealth Management Advisor and managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. He began his career at Merrill as an intern in 2008 and became a partner in the Iles Schropp Group in 2014. The group is nationally recognized for its institutional consulting expertise and works primarily with foundations, endowments, nonprofits, corporations, and multi-generational families. Wesley focuses on business development, client relationship management, and the implementation and review of financial strategies tailored to nonprofit organizations and complex family wealth. Wesley holds a bachelor's degree in Personal Financial Planning from Central Michigan University and has earned multiple professional certifications, including the Certified Investment Management Analyst® (CIMA®) designation, CERTIFIED FINANCIAL PLANNER® (CFP) certification, and Certified Plan Fiduciary Advisor® (CPFA®) designation. He also maintains FINRA licenses including Series 7, 66, and SIE. His expertise encompasses family wealth management, institutional investment consulting, legacy planning, socially responsible investing, tax minimization, and retirement planning. Wesley and his team have been recognized by Forbes in 2023 and 2024 for excellence in wealth management and next-generation advisory services. Active in the community, Wesley participates in organizations such as the Council of Michigan Foundations and Junior Achievement. He resides in Saginaw, Michigan with his wife, Crystal, and their family. Outside of work, he enjoys golfing, reading, skiing, and spending time with his family.

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Retirement income strategy
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