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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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Tanner L

CFP®, Series 65

Kasilof, AK

Link Asset Management LLC

Tanner Link is a CFP®-designated financial advisor with four years of industry experience, currently operating Link Asset Management LLC in Kasilof, Alaska. His background includes service in the United States Air Force and roles at KeyBank and the University of Alaska. He is also a licensed insurance agent providing life insurance solutions. Link Asset Management LLC is an independent investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and other securities.

Wealth management Active portfolio management Options & derivatives strategies
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John S

CFP®, ChFC®, Series 63, Series 65

Kenai, AK

Centaurus Financial, Inc.

John Skurkey is a CFP® and ChFC® with 35 years of experience in the financial industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent 11 years at H. Beck, Inc. He is also involved with Legacy Financial Advisors LLC, a life insurance business. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Robert W

Series 66

Soldotna, AK

Wells Fargo Clearing

Robert Whittenberg is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Soldotna, Alaska. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Ryan K

Series 63, Series 66

Soldotna, AK

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy
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Russell B

CFP®, Series 63, Series 66

Soldotna, AK

Cetera

Russell Burton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory role, Burton serves as a board member for both Kings View Corporation and the Performing Arts Society in Kenai, AK. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.

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
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Justin G

Series 66

Kenai, AK

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Oil & Gas
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Charles W

Series 66

Kenai, AK

Raymond James Financial

Charles Wiese is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kenai, Alaska, holding a Series 66 designation and eight years of industry experience. His prior work includes seven years at Edward Jones and over a decade of self-employment. Outside of advising, he serves as executor for his mother’s estate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, utilizing a client-centered approach supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ashley W

CFP®, Series 66

Soldotna, AK

Edward Jones

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing General retirement planning
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Josselyn O

CFP®, Series 66

Soldotna, AK

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Indy W

Series 63, Series 66

Soldotna, AK

Edward Jones

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