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

Advisors near 73521

Out of 400,000+ nationwide

user avatar
firm logo

Michael F

Series 65

Altus, OK

10Elms LLP

Michael Finch is a Series 65-licensed financial advisor with 6 years of industry experience, currently serving at 10Elms LLP. His prior roles include positions at Finch Wealth Management, LLC, and L3 Communications. Outside of finance, Finch works as a C-17 Pilot Instructor at Flight Safety Defense. 10Elms LLP provides wealth management and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a fee-only, discretionary investment approach combining strategic asset allocation with tactical, momentum-based adjustments using primarily low-cost ETFs.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive
user avatar
firm logo

Kelley C

CFP®, Series 63, Series 65

Altus, OK

Cetera

Kelley Collingwood is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2014. He has been associated with MidFirst Bank and Cetera Investment Services since 2007. Collingwood is a U.S. Army Reserve Officer in Civil Affairs and serves on the board of the JH Lee Scholarship, overseeing scholarship funds and participating in the review and award process. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
firm logo

Michael M

Series 66

Altus, OK

Edward Jones

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

Adam W

Series 66

Altus, OK

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Intergenerational Families
user avatar
firm logo

Cameron J

Series 63, Series 65

Altus, OK

Empower Advisory Group

user avatar
firm logo

Rodney D

ChFC®, Series 66

Altus, OK

Edward Jones

user avatar
firm logo

Emily S

Series 66

Altus, OK

Edward Jones

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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.