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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

11 advisors near 61531

Out of 400,000+ nationwide

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Dennis F

CFP®, ChFC®, Series 63, Series 65

Hanna City, IL

Fulkerson Financial Services, LLC

Dennis Fulkerson is a CFP® and ChFC® with 24 years of industry experience. He is currently with Creekmur Asset Management, LLC and has prior experience at Fulkerson Financial Services, LLC and RSM US, LLC. In addition to his advisory role, he is involved in insurance sales and services. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and risk profiling tools, with portfolios that may include a range of institutional and alternative investment options.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Wealth management Annuities
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Brendan K

CFA®

Edwards, IL

Total Clarity Wealth Management, Inc

Brendan Kaar is a CFA® charterholder with nine years of industry experience. He is currently with Total Clarity Wealth Management, Inc, where he has worked since 2022. His prior experience includes roles at RSM US Wealth Management LLC and Northern Trust. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, using a range of investment strategies from conservative wrap programs to an actively traded "PreActive" strategy for sophisticated investors.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Retired Executive
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Dwight P

CFP®, Series 63, Series 65

Canton, IL

LaSalle St. Investment Advisors, L.L.C.

Dwight Pigg Jr. is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2013. He also holds a leadership role as President of the Trust and Retail Department at Ipava State Bank. Outside of his advisory work, he is involved in managing agricultural and commercial real estate through Red Brick Capital, LLC. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both discretionary and non-discretionary strategies using a range of investment vehicles and is notable for its predominance of non-discretionary assets and arrangements with third-party managers and wrap-fee platforms.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Rusty M

Series 66

Canton, IL

Edward Jones

Rusty Melhouse is a financial advisor at Edward Jones in Canton, Illinois, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Farmington, IL

Edward Jones

Maggie Connell is a financial advisor with Edward Jones in Farmington, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and previously held positions at Whiskey Dixies, Illinois State University, and Bank of Farmington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Christopher P

Series 63, Series 65

Canton, IL

Thrivent Investment Management

Christopher Piper is a financial advisor with Thrivent Investment Management in Canton, Illinois. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Thrivent, he spent several years with Canton 66. Outside of his advisory role, Piper serves as a member of the Elder Board at Canton Evangelical Church, where he participates in planning and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based, holistic analyses and supports combining planning with managed-account programs while maintaining separation between these services.

Business ownership considerations
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Sarah K

Series 66

Canton, IL

LPL Financial

Sarah Keefer is a financial advisor with LPL Financial in Canton, Illinois, holding a Series 66 license and 16 years of industry experience. She has been with LPL Financial since 2014 and previously worked at the Bank of Farmington from 2013 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Stephen G

Series 63, Series 65

Edwards, IL

LPL Financial

Stephen Gibbs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as co-trustee for the Patricia A. Gibbs Trust. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gregory G

Series 66

Canton, IL

Edward Jones

Gregory Glomb is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Canton, IL, he provides advisory services through a large network affiliated with one of the industry’s leading firms. 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 under management and offers a range of investment 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
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Tyler L

Series 66

Canton, IL

Edward Jones

Tyler Ludlum is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at Carlrob Venture Group, AutoZone, Southern Illinois University Edwardsville, and Carrollton Properties. Outside of his advisory role, Ludlum serves as treasurer for the Canton Elks Lodge #626 and is an assistant football coach for the Canton Union School District #66. 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 15,000 branch offices.

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

Series 63, Series 65

Edwards, IL

Charles Schwab

Paul Digiallonardo is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. He is also the CEO of Next Act Collective, an organization focused on assisting individuals transitioning into their next life chapters. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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