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

10 advisors near 40906

Out of 400,000+ nationwide

user avatar
firm logo

Ancil C

Series 63, Series 65

Williamsburg, KY

Alexander Investment Services Co.

Ancil Collett is a financial advisor with Alexander Investment Services Co. in Williamsburg, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Alexander Investment Services since 2006 and has operated his own independent CPA practice since 1978. Outside of his advisory work, Collett serves as a volunteer treasurer for First Baptist Church in Williamsburg and as a director for Highland Cemetery, both non-investment-related roles. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a combination of registered investment advisory and broker-dealer services, emphasizing personalized investment agreements and regular client reviews.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
user avatar
firm logo

Lee P

Series 63, Series 66

Corbin, KY

OSAIC Institutions, INC.

Lee Parks is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Infinex Investments, Inc. since 2011 and Hometown Bank of Corbin from 2008 to 2022. In addition to advisory work, Parks owns a tax preparation business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Steven P

Series 66

Corbin, KY

OSAIC Institutions, INC.

Steven Phipps is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with infinex Investments, Inc. and has prior experience at First National Bank & Trust. Outside of his advisory work, he is a co-owner of Family Venture, LLC, a real estate development and rental business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who utilize a combination of fundamental and technical analysis and provide access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Matthew T

Series 66

Corbin, KY

OSAIC Institutions, INC.

Matthew Taylor is a financial advisor at OSAIC Institutions, INC. based in Corbin, KY. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Hometown Bank and Mallory Davis State Farm. Outside of advising, he owns Golden Dog Properties, LLC, a rental property business. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm is noted for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model with extensive banking and credit union relationships.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Gary J

Series 63, Series 65

Corbin, KY

Cetera

Gary Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked primarily with Avantax and currently serves as president of Johnson Financial Group PSC, a tax preparation and accounting firm. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to various third-party money managers and program structures.

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

Joshua C

Series 63, Series 66

Corbin, KY

Edward Jones

Joshua Curry is a financial advisor at Edward Jones in Corbin, KY, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member of the Rotary Club of Corbin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Kevin F

Series 66

Corbin, KY

Edward Jones

Kevin Flora is a Series 66-licensed financial advisor with Edward Jones in Corbin, KY, and has been with the firm since 2026. Prior to joining Edward Jones, he held positions at FAHE, Inc. and has been involved in multiple entrepreneurial ventures including farm and brand businesses. He is also connected to several private companies such as The Christmas Tree Farm and Kentucky Entrepreneur Group. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Sara D

ChFC®, Series 66

Corbin, KY

Edward Jones

Sara Davis is a financial advisor with Edward Jones in Corbin, KY, holding the ChFC® designation and Series 66 license, with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Matilda Jane Clothing and the Social Security Administration. Outside of her advisory role, she helps manage operations for a rental property business in Williamsburg, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Steven C

Series 65, Series 66

Williamsburg, KY

Raymond James Financial

Steven Coyne is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 65 and Series 66 credentials and has 14 years of industry experience. His prior work includes roles at LPL Financial, Community Trust Bank, Jackson National Life Distributors, Uber, and Lyft. Raymond James Financial Services Advisors Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory services that leave final decision authority with clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

David B

Series 66

Barbourville, KY

Edward Jones

David Broughton is a financial advisor with Edward Jones in Barbourville, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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.