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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

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Out of 400,000+ nationwide

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Timothy B

CFP®, Series 66

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. since 2017. Prior to joining Pacesetter, he worked at Ameriprise Financial and Lincoln Christian University. In addition to his advisory role, Timothy works as an accountant for J.M. Abbott & Associates, Ltd., a certified public accounting firm that shares ownership and resources with Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company 401(k) plans, managing approximately $145 million. The firm applies Modern Portfolio Theory to create diversified portfolios primarily using asset-class mutual funds and offers personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kristen L

CFP®, Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Andrew F

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kathryn S

CFP®, Series 63, Series 66

Lincoln, IL

Private Advisor Group, LLC

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Retired Founder/Business Owner
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Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2012. In addition to his advisory role, he operates Nathan Neal Tax Service, which he has managed since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Stacy T

CFP®, Series 63

Lincoln, IL

LPL Financial

Stacy Tedrick is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. She is based in Lincoln, IL, and holds the Series 63 license. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Andrew F

Series 66

Lincoln, IL

LPL Financial

Andrew Felix is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and CEFCU Financial Services, Inc. Outside of his advisory work, he serves as a pastor and minister. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nathaniel C

Series 66

Lincoln, IL

LPL Financial

Nathaniel Cundiff is a financial advisor with LPL Financial in Lincoln, Illinois, holding a Series 66 designation. He has been in the industry since 2024, with prior experience at Red Oak Financial and a background that includes various roles outside finance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bradley N

CFP®, Series 63, Series 65

Lincoln, IL

LPL Financial

Bradley Neal is a CFP®-certified financial advisor with LPL Financial, based in Lincoln, Illinois, with 40 years of industry experience. He has been with LPL Financial since 1997 and has operated his own practice, Bradley Neal & Associates, since 1984. Outside of advisory services, Neal is a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christine S

CFP®, Series 66

Lincoln, IL

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner Divorced Intergenerational Families
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