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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 212 near 62704

Out of 400,000+ nationwide

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Jared C

Series 66

Springfield, IL

Merrill

Jared Canterbury is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term objectives. His approach emphasizes a comprehensive management of wealth, incorporating Merrill Lynch’s investment insights to address diverse financial needs including employee benefits planning, executive compensation, legacy planning, retirement income, tax minimization, and small business strategies. With experience in the financial services industry dating back to 2011, Jared holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Business Administration from the University of Southern Indiana. Jared works closely with individuals, families, and businesses to provide investment guidance tailored to their unique goals. Jared lives in Petersburg, Illinois, with his wife Whitney and their two children. He is active in his community, serving as President and Co-Founder of the Menard County Men’s Club and as a member of the Lake Petersburg Association Board of Directors. Additionally, he contributes as an assistant coach for the PORTA varsity baseball team and supports youth sports as a basketball and baseball coach. Outside of work, Jared enjoys baseball, basketball, boating, fishing, golf, football, and spending time outdoors with his family.

Retirement income strategy Tax-loss harvesting Wealth management Business ownership considerations Business exit / sale strategy Parents Mid-Career Professionals
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Sarah G

Series 66

Springfield, IL

Merrill

Sarah Goleman is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2018 following several years in the banking industry. She works closely with clients to understand their financial goals and values, helping to develop strategies that reflect their priorities and support legacy planning. Her practice includes a focus on socially responsible, values-based, and ESG investing, alongside more traditional financial approaches. Sarah holds a Master's degree from the University of Dundee and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with multiple professional and community organizations, volunteering her time with groups dedicated to historic preservation, literacy, social services, and civic engagement in the Springfield, Illinois area. Her community affiliations include the Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, and the United Way Vision Council, among others. Outside of her professional work, Sarah's interests include antiquing, cooking, gardening, horseback riding, reading, sewing, and spending time with her family.

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) LGBTQIA Women Professionals Values-based investing
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Trevor A

Series 66

Springfield, IL

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Intergenerational Families
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Kyle E

Series 66

Springfield, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Mary C

Series 66

Springfield, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy General retirement planning Wealth management
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Joseph S

Series 63, Series 65

Springfield, IL

Merrill

Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) LGBTQIA Women's Finance Young Families
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Duane S

Series 66

Springfield, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Elamparithi R

Series 66

Springfield, IL

Merrill

Elamparithi Rajaguru is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that address their long-term goals. His expertise includes college education planning, family wealth management, retirement income, tax minimization, and investment consulting for both individual and corporate clients. He has been a Merrill advisor for eight years and is dedicated to supporting clients through tailored wealth management strategies. Mr. Rajaguru holds a Master of Business Administration (MBA) from Southern Illinois University and a Bachelor's degree from Anna University. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials underpin his comprehensive approach to financial planning and fiduciary responsibilities. Outside of his professional commitments, he is active in the Jacksonville, Illinois community. He serves on the Board of the Bob Freesen YMCA and participates in business organizations such as The Jacksonville Area Chamber of Commerce and The Contact Club. Mr. Rajaguru and his wife reside in Jacksonville with their three children, and he spends his free time attending their various sports and dance events.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Gary S

Series 63, Series 65

Springfield, IL

Merrill

Gary Seitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the investment industry since beginning his career with Merrill in the early 1980s. He focuses on long-term planning and works with high-net-worth clients, businesses, and organizations to define and navigate toward their financial goals. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, retirement income, and financial solutions such as fixed income, managed plans, Taft-Hartley union plans, and cash management. Gary develops comprehensive wealth management strategies tailored to each client’s risk tolerance, time horizon, liquidity needs, and investment objectives, emphasizing a process that establishes clear goals, develops complete strategies, and tracks progress over time. He tends to offer investment services on a fee-based platform rather than commissions. Gary holds a bachelor's degree in Finance from the University of Illinois and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in community organizations, having served as an ambassador for the Springfield Chamber of Commerce, past officer of the Springfield Rotary, and board member for Big Brother Big Sister, Goodwill Industries, and March of Dimes. Outside of his professional work, Gary enjoys boating, golfing, and traveling.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Founder/Business Owner Doctor or Medical Professional
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Brent D

CFP®, Series 63, Series 66

Springfield, IL

Edward Jones

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