Filters

Direct booking

Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

15 advisors near 04740

Out of 400,000+ nationwide

user avatar
firm logo

Emil H

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Emil Huck IV is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked for the Defense Finance and Accounting Service for 15 years. Outside of his advisory role, he manages Moose Ridge Cabins, a rental property in Maine. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory 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

Benjamin S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Benjamin Shaw is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked with Ameritas Advisory Services since 2021 and is also Chief Operating Officer at Thompson Financial Group, where he assists with management and operations. 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

Michael M

Series 63, Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Michael Marquis is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with Thompson Financial Group, Ameritas Investment Company, and Ameritas Life Insurance. Outside of finance, Michael owns small businesses providing dog sitting and landscaping services and co-hosts a Maine-based travel TV show called MaineLife. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and customized strategies.

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

Tanya L

Series 63, Series 66

Presque Isle, ME

key Investment Services LLC

Tanya Lapointe is a financial advisor at Key Investment Services LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 1985. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Madison S

Series 65

Presque Isle, ME

Ameritas Advisory Services, LLC

Madison Staples is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Ameritas, Madison worked at Thompson Financial Group and has had roles in various service and retail businesses. Outside of advising, Madison is involved with Thompson Financial Group, providing insurance services and client servicing. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on plan sponsors and participants.

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

Kyle G

Series 66

Presque Isle, ME

Ameritas Advisory Services, LLC

Kyle Goupille is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameritas, he worked at Thompson Financial Group and Tinker Federal Credit Union. Outside of advisory services, he is involved with Thompson Financial Group in the sale of various insurance products, including term, whole, and universal life insurance, as well as fixed/indexed annuities and disability income insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services through affiliated representatives, 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

Elise B

Series 66

Easton, ME

Ameriprise

Elise Browning is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2020. Prior to her advisory role, she worked at the College of Charleston for nine years. Outside of her advisory work, Browning is an owner of a consulting business, serves on the board of the Children's Museum of Aroostook County, and teaches organization and leadership courses at the University of Maine, Presque Isle, as well as an online MBA course for The Citadel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

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

Scott V

Series 66

Presque Isle, ME

Mass Mutual Investors Services

Scott Violette is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc. and MassMutual Life Insurance Co. In addition to his advisory role, he serves as a trustee administering a 401(k) plan and offers Medicare supplement products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using collaborative, goal-based approaches.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Zakkary T

Series 66

Presque Isle, ME

Mass Mutual Investors Services

Zakkary Tracy is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and currently supports clients in his role at United Insurance Group. Prior to his current position, he has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to deliver tailored recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Sabra T

Series 66

Presque Isle, ME

Cetera

Sabra Tuttle is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has previously worked at Katahdin Trust Company and holds roles at Husson University. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary solutions. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network and manages over $163 billion in assets.

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

Ryan S

Series 66

Mars Hill, ME

Cetera

Ryan Shaw is a financial advisor with Cetera who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, Inc. for over two decades and has been associated with Pioneer Financial Group since 2016. Outside of his advisory work, Shaw serves as a trustee for the Central Aroostook Historical Society and volunteers as a sports coach and referee at Easton Junior-Senior High School. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan solutions, utilizing a combination of advisor-managed accounts, 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

Gretchen M

CFP®, Series 66

Presque Isle, ME

Edward Jones

Gretchen Morse is a CFP®-certified financial advisor with Edward Jones in Presque Isle, ME, bringing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory work, she serves as the executor of her father's estate. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Malachai W

Series 66

Presque Isle, ME

Mass Mutual Investors Services

Malachai Willey is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously at United Insurance Group and MassMutual Life Insurance Co. Outside of advisory work, he holds an insurance broker position at United Insurance Group, where he handles life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, goal-based planning using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

William B

Series 66

Easton, ME

Ameriprise

William Browning III is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 credential and 18 years of industry experience. He previously worked at Key Investment Services LLC for 11 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as vice president of Linear Momentum, a business involved in managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines algorithmic tools with research and advisory oversight to support its clients’ retirement planning needs.

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

Edward E

Series 66

Presque Isle, ME

Edward Jones

Edward Escobar is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and holds the Series 66 designation. Outside of his advisory role, Escobar serves as a trustee on the Presque Isle Library Board of Trustees and is an owner of a professionally managed vacation rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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.