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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

14 advisors near 61866

Out of 400,000+ nationwide

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David M

ChFC®, Series 63

Champaign, IL

Financial Synergy, Inc.

David Marrone is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been associated with Financial Synergy, Inc. since 1993 and Commonwealth Financial Network, Inc. since 1995. Outside of advising, he serves as a notary public. Financial Synergy, Inc. serves individual clients by providing financial planning, portfolio management, tax preparation, and planning services. The firm operates primarily on a non-discretionary basis, integrating accounting and tax expertise with advisory and insurance services in a small, hands-on practice.

General tax planning Wealth management
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Brian S

CFP®, Series 66

Gibson City, IL

Edward Jones

Brian Steidinger is a CFP®-designated financial advisor with Edward Jones in Gibson City, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves on the Board of Directors for Gibson Area Hospital and Health Services, where he holds several committee chair positions. 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 discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christian R

Series 66

Gibson City, IL

Edward Jones

Christian Rosenbeck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous roles include positions at Rivian, State Farm, Country Financial, and Kurtenbach Insurance and Financial Services Inc. Outside of his advisory work, he is affiliated as an NCAA official in Gibson City, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Wealth management Doctor or Medical Professional
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Thomas E

Series 63, Series 65

Mahomet, IL

Cetera

Thomas Ealy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His work history includes roles at Cetera Investment Advisers LLC, Cetera Wealth Services, and multiple financial services firms including Investment Planners, Inc. and Carleton Financial Inc., where he is an owner and registered representative. He is also an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm provides access to model portfolios and third-party managed solutions, combining retirement and fiduciary capabilities with a broad advisory platform.

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
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Tiffany G

Series 66

Rantoul, IL

Edward Jones

Tiffany Graham is a financial advisor with Edward Jones in Rantoul, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she spent five years at Servion, Inc and has periods focused on homemaking. 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.

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

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed advisor at Thrivent Investment Management with six years of industry experience. He has worked at Thrivent Financial and its investment management arm since 2019. Outside of his financial advisory role, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Tara B

Series 66

Rantoul, IL

Edward Jones

Tara Busboom is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, she worked at Busey Bank and Dressbarn. She is also involved with Central Illinois Charcuterie, LLC. Edward Jones is a full-service wealth management firm serving over four million 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
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Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide 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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David H

Series 66

Champaign, IL

Cetera

David Hood is a Series 66-licensed financial advisor with Cetera, based in Champaign, IL, and has 26 years of industry experience. He has been with Cetera since 2000 and concurrently serves as a partner at MH CPA PLLC, a certified public accounting firm providing accounting, tax, auditing, consulting, and management services. 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 retirement and institutional capabilities with access to multiple investment management platforms 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
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James E

Series 66

Champaign, IL

Cetera

James Eisenmenger is a financial advisor at Cetera with 26 years of industry experience and holds the Series 66 designation. He has worked at Cetera since 1999 and has prior experience with Martin Hood Friese & Associates, LLC. In addition to his advisory role, he is a partner at MH CPA PLLC, a certified public accounting firm specializing in accounting, tax, auditing, and consulting. 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, financial planning, and fiduciary services supported by both advisor-managed and firm-sponsored investment 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
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Ryan G

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Ryan Guynn is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Serra Capital, a venture capital business based in Champaign, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Jeffrey Banister is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a limited partner in a private venture capital fund and owns recreational property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a national network of advisors and branch offices.

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

CFP®, Series 66

Rantoul, IL

Edward Jones

Justin Little is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he spent fourteen years at Allergan Pharmaceuticals. He is involved as a limited partner in multiple venture capital funds based in Champaign, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance Retired Founder/Business Owner Executive
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Austin C

Series 66

Paxton, IL

Edward Jones

Austin Curtis is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Curtis serves on the Finance Committee and church council at the First United Methodist Church in Paxton, IL. 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 nationwide network of over 23,700 financial advisors.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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