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 95966

Out of 400,000+ nationwide

user avatar
firm logo

Arthur G

CFP®, Series 66

Oroville, CA

Atlas Financial Advisors, Inc.

Arthur Garcia is a CFP® with 20 years of industry experience, currently serving as an investment adviser representative at Atlas Financial Advisors, Inc. in Oroville, CA. He has been with Atlas Financial Advisors since 2012 and also holds a position as an insurance agent at Atlas Health Insurance Solutions. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm’s approach includes fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies, and offers additional services such as a subscription-based newsletter and public educational seminars.

College savings (529s, UTMA, etc.) Debt management Annuities
user avatar
firm logo

Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameritas in 2022. Outside of financial services, he owns Darin Gilb Woodworks, a business creating and selling handmade wood products such as cutting boards and tables. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with various Ameritas entities since 2000 and is an inventor of a product for outdoor landscape use. Additionally, he serves as a volunteer board member with NAIFA - CA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
firm logo

Lisa R

Series 66

Oroville, CA

Edward Jones

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

Alexis G

Series 66

Oroville, CA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Jarold S

Series 63, Series 66

Oroville, CA

Ameriprise

Jarold Stokes is a financial advisor with Ameriprise in Oroville, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at LPL Financial for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

David N

Series 66

Oroville, CA

Cetera

David Neilsen II is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and is also the owner and principal of David Neilsen & Associates Inc., an S-corporation he established in 2014. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of investment management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party 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
user avatar
firm logo

Tracie S

Series 63, Series 65

Gridley, CA

LPL Financial

Tracie Shardez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in temporary foster care and operates Shardez Family Farms, focusing on goat breeding and fiber production. 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 and combines 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
user avatar
firm logo

Ryan M

Series 66

Oroville, CA

Ameriprise

Ryan Midkiff is a financial advisor with Ameriprise in Oroville, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily serving clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Vincent K

CFP®, Series 66

Oroville, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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.