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 61342

Out of 400,000+ nationwide

user avatar
firm logo

Christopher E

Series 63, Series 65

Mendota, IL

Cetera

Christopher Eller is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own firm, Chris Eller The Retirement Specialists, since 2017, providing financial services and tax preparation for individuals and entities. Additionally, he works as an insurance agent focused on fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio 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

Willard M

CFP®, Series 66

Mendota, IL

Edward Jones

Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Clint O

CFP®, Series 66

Mendota, IL

Edward Jones

Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Lucas O

CFP®, Series 63, Series 65, Series 66

Mendota, IL

Edward Jones

Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. 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 large national network of financial advisors and branch offices.

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

Eric A

Series 63, Series 66

Mendota, IL

Cetera

Eric Arkins is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with firms including Commonwealth Financial Network and Investment Centers of America, and operates a financial services business under the name Chris Eller The Retirement Specialists. Arkins also sells fixed insurance products as an insurance agent. 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 portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

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

Alec H

Series 63, Series 65

La Salle, IL

OSAIC

Alec Hueneburg is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he serves as a trustee for the Jonesville Piety Hill Fire District, participates on the board of the Perfectly Flawed Foundation, and is involved with youth baseball as a board member and T-ball coordinator. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
firm logo

Neal O

Series 63, Series 66

Mendota, IL

Edward Jones

Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, 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

Sarah C

Series 63, Series 65

Mendota, IL

Cetera

Sarah Coss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Commonwealth Financial Network and Chris Eller The Retirement Specialists. She serves as a board member of the Mendota High School Board of Education. 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 services supported by multiple program structures and affiliated trust and institutional capabilities.

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

Stacy N

Series 63, Series 65

La Salle, IL

OSAIC

Stacy Newell is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House Foundation, which supports developmentally disabled adults. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
user avatar
firm logo

Darrell M

ChFC®, Series 63

La Salle, IL

OSAIC

Darrell Malano is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Sagepoint Financial, Inc. since 2008. Outside of his advisory work, he serves as president of a local non-profit branch of the Western Catholic Union and owns a financial services sole proprietorship focused on agency supervision. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk-tolerance assessments, portfolio optimization tools, and access to various investment products and platforms.

Annuities Founder/Business Owner Executive Retired
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.