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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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Dean W

Series 63, Series 65

Harrisburg, IL

Cornerstone Wealth Management, LLC

Dean West is a financial advisor with Cornerstone Wealth Management, LLC in Harrisburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cornerstone Wealth Management since 2015 and has been affiliated with LPL Financial since 2000. Outside of his advisory roles, he is involved in farmland purchase and leasing activities. Cornerstone Wealth Management serves individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting services. The firm emphasizes tailored investment advice combining fundamental, quantitative, and qualitative analysis, supported by a multi-brand operating model and technology platforms to serve a large client base.

Charitable giving & philanthropy Founder/Business Owner Retired
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Jared L

Series 66

Eldorado, IL

LPL Financial

Jared Leslie is a financial advisor with LPL Financial in Eldorado, IL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked at several firms including Banterra Insurance & Investments Inc. and The Assurance Group within the same year. Outside of his advisory role, Jared is a licensed notary. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit products through affiliated agencies.

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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Michael T

Series 63, Series 65

Harrisburg, IL

Ameriprise

Michael Tison is a financial advisor with Ameriprise in Harrisburg, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors and leadership of Tison Financial Group LLC. He serves on several nonprofit boards, including Southern Illinois Healthcare and the Fowler Bonan Foundation, and is involved in community finance and development organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cameron N

CFP®, Series 66

Harrisburg, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Michael S

CFP®, Series 63, Series 66

Harrisburg, IL

Ameriprise

Michael Stewart is a CFP® with 35 years of experience in financial advising, currently serving at Ameriprise since 2021. His prior roles include managing his own firm, Michael Stewart & Associates, LLC, and positions at Raymond James Financial Services. Outside of advising, he serves as President of the Saline County Industrial Development Co. and is an assistant coach for Harrisburg High School girls soccer. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored income strategies. The firm serves individuals with significant investable assets through a centralized consulting team that partners with financial advisors to deliver detailed, algorithm-supported recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jessica S

Series 66

Harrisburg, IL

Ameriprise

Jessica Stephens is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Michael Stewart & Associates. She serves on the boards of the Harrisburg Kiwanis Club and The Fortress Center. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David H

Series 63, Series 66

Norris City, IL

LPL Financial

David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

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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Kelly R

Series 63, Series 65

Ridgway, IL

Ameriprise

Kelly Ramsey is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Ameriprise in 2022, Ramsey worked at Wells Fargo Advisors and Tison Financial Group. He serves on the Board of Directors for the Saline County Chamber of Commerce and is involved with Rainmaker Inc, where he develops new business relationships and manages advisory services. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James W

Series 63, Series 65

Harrisburg, IL

OSAIC

James Williams is a financial advisor with OSAIC in Harrisburg, IL, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. His prior work includes nearly five decades at Lincoln Financial Advisors Corporation and ongoing involvement with Williams & Associates Insurance since 1979. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to multiple custodial platforms and alternative investment opportunities.

Annuities Founder/Business Owner Executive Retired
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Jessica C

CFP®, Series 66

Harrisburg, IL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Business ownership considerations
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