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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 459 near 76210

Out of 400,000+ nationwide

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Parker E

Series 63, Series 65

Little Elm, TX

Fidelity

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Wealth management
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Zachary B

Series 66

Flower Mound, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Chris S

Series 63, Series 66

Justin, TX

Fidelity

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to assist clients in working toward their wealth planning goals by creating tailored comprehensive plans that consider both current and future generations. Chris has been with Fidelity Investments since 2000, progressing through roles including Client Service Specialist from 2000 to 2007, Relationship Manager from 2007 to 2016, and Wealth Management Planning Consultant from 2016 to the present.

Wealth management
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Donovan B

Series 66

Corinth, TX

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Cash flow / budgeting Educators, Teachers, and Academics Newlywed/Engaged Young Families
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Peter T

Series 66

Argyle, TX

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged
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Sarah C

Series 63, Series 66

Lakewood Village, TX

Fidelity

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Stock option exercise strategy
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Jeffery P

Series 63, Series 65

Flower Mound, TX

Merrill

Jeffery Price is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on assisting clients in managing their personal and business finances across various life stages, employing a holistic, goals-based approach. Jeff emphasizes understanding clients’ long-term financial visions and adapting plans as needs evolve, working closely with clients to address complex transitions such as retirement, business ownership changes, or family circumstances. His client services include college education planning, legacy planning, philanthropic planning, portfolio management, tax minimization, and specialized services for executives, non-profits, and family wealth. Jeff holds a Bachelor of Business Administration degree from Baylor University with a focus on Management and Personal Financial Planning. He maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, Jeff has been recognized by Barron’s and Forbes on multiple occasions, including Forbes’ “America’s Top Wealth Advisors” list from 2020 through 2025 and ranking No. 1 in North Texas on Forbes’ “Best-in-State Wealth Advisors” list in 2025. In addition to his advisory role, Jeff trains Merrill Financial Advisors through the Peer-to-Peer National Faculty program. In the community, Jeff has served six years on the Town Council and completed one term as Mayor for the Town of Hickory Creek. He was a founding member and chairman of the Southern Denton County Neighbor to Neighbor Board. He is an active member of Valley Creek Church and is involved with the Baylor University Alumni Association, Fiji Alumni – Kappa Chapter, and Baylor University Parent Board. Jeff lives in Flower Mound, Texas, with his wife Cara and their dog, Scout.

Wealth management Retirement income strategy Charitable giving & philanthropy Divorce financial planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Parents Married/Couples/Partners
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Adrian I

Series 63, Series 65

Justin, TX

Fidelity

Adrian Immel is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He previously worked as an Investment Consultant at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Adrian's professional focus includes retirement planning and investment guidance. He emphasizes a client-centered approach, working collaboratively to develop personalized retirement and investment plans that support clients' financial journeys. A former student athlete from Germany, Adrian brings his personal background into his professional practice.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Robin S

Series 63, Series 66

Argyle, TX

Fidelity

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Exec comp design Liquidity event planning Startup equity planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Executive
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Jordan W

Series 63, Series 66

Justin, TX

Fidelity

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans that align with their values and goals. His approach integrates client priorities with Fidelity's principles to support financial decision-making. Jordan's experience at Fidelity Investments includes roles as a Relationship Manager in Wealth Management, Client Service Representative in Advisor Services, and Customer Relationship Advocate in Service. This progression reflects his comprehensive understanding of wealth management and client service. Outside of his professional responsibilities, Jordan engages in activities such as boating, fitness, golf, and traveling.

Wealth management
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