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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

17 advisors near 31793

Out of 400,000+ nationwide

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Harold H

Series 63, Series 65

Tifton, GA

Harper Financial Group

Harold Harper is the principal of Harper Financial Group in Tifton, GA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passively managed index funds and ETFs alongside selectively chosen actively managed funds, and manages approximately $4.8 million in discretionary assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
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Justin C

CFP®, Series 63, Series 66

Tifton, GA

Principal Financial Services

Justin Chandler is a CFP® professional with eight years of experience, currently affiliated with Principal Financial Services in Tifton, GA. He has held positions at firms including Capstone Financial Group, LiveNow Financial, and Voya Financial Advisors. Chandler also owns Chandler Financial, LLC, which he uses for tax purposes in managing his financial services business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides a range of advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Owen P

Series 66

Ocilla, GA

Principal Financial Services

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Brandon S

Series 63, Series 66

Tifton, GA

Eagle Strategies (NY Life)

Brandon Selph is a financial advisor with Eagle Strategies (New York Life) based in Tifton, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with New York Life and its affiliated entities since 2013 and currently operates Selph Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Stephen C

Series 63, Series 65

Tifton, GA

Edward Jones

Stephen Czerepinski is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Loren P

PFS™, Series 63, Series 65

Ocilla, GA

Cambridge Investment Research Advisors

Loren Purvis is a financial advisor with Cambridge Investment Research Advisors who holds the PFS™ designation and has 24 years of industry experience. His career includes long tenures at Cetera and operating his own CPA firms, Purvis & Veal CPAs LLC and L. Lamar Purvis Jr., CPA. Outside of advisory work, he is involved in public accounting and insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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John W

Series 66

Tifton, GA

Edward Jones

John Windom is a Series 66 licensed financial advisor at Edward Jones in Tifton, GA, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Ivan H

Series 63, Series 65

Tifton, GA

Mass Mutual Investors Services

Ivan Hilliard is a financial advisor with MassMutual Investors Services in Tifton, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at MassMutual Life Insurance Co and MassMutual Investors Services since 2003. Outside of his advisory role, he serves as chairman of the board for St. Anne’s Episcopal Church Foundation and is the sergeant at arms for the Rotary Club of Tifton, GA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

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

Series 63, Series 66

Tifton, GA

Edward Jones

Joanne Windom is a financial advisor with Edward Jones in Tifton, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves on the board of Ruth's Cottage and Patti Cake House and is a member of the Endowment Committee for the Tift County Foundation for Education Excellence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and specialization in both retail and institutional services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew S

Series 63, Series 65

Ocilla, GA

Cambridge Investment Research Advisors

Matthew Seale is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, Seale is an independent insurance agent and owner of several businesses including a marketing and business consulting firm and a food service retail company. He also serves as an employee for the Douglas Coffee County Chamber of Commerce and Economic Development Authority. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services through a wide network of independent financial professionals and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Teresa W

Series 63, Series 65

Tifton, GA

OSAIC

Teresa Wietzikoski is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes long-term roles at Securities America Advisors, Inc. and Diversified Wealth Management LLC. She also owns Financial Wietzdom, LLC, through which she provides online financial literacy coaching. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a wide range of advisory programs and custodial platforms, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Thomas P

PFS™, Series 63, Series 65

Tifton, GA

Edward Jones

Thomas Pritchett Jr. is a financial advisor with Edward Jones in Tifton, GA, holding CFP® and PFS™ designations, and has 23 years of industry experience. Prior to joining Edward Jones in 2025, he worked at OSAIC, Triad Advisors, Inc., and APB Wealthcare Advisors, LLP. He serves as trustee and co-trustee for several family trusts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alonso G

Series 66

Tifton, GA

Wells Fargo Clearing

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Puerta Del Sol for 14 years. Outside of his advisory role, he is a 50% owner of Puerta Del Sol, a business in Nashville, GA, where he is involved in customer service and operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates 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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Sheila M

Series 66

Tifton, GA

Wells Fargo Clearing

Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Retired Founder/Business Owner
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James J

Series 66

Tifton, GA

Edward Jones

James Joiner is a financial advisor with Edward Jones in Tifton, GA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at CH Robinson. Outside of finance, he assists with trail and food plot maintenance at Thornton Farms, a tree farm and conservation property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark T

Series 63, Series 65

Tifton, GA

Wells Fargo Clearing

Mark Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Yancey C

Series 63, Series 66

Tifton, GA

Wells Fargo Clearing

Yancey Carter is a financial advisor with Wells Fargo Clearing in Tifton, GA, holding Series 63 and Series 66 designations and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he owns and manages pecan tree farming and timber management operations in Hahira, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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