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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

21 advisors near 62278

Out of 400,000+ nationwide

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Dwight S

Series 63, Series 65

Waterloo, IL

Schaefer Wealth Management, Inc.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
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Ted K

Series 63, Series 65

Waterloo, IL

Larson Financial Group, LLC

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 31 years before joining Larson Financial Group in 2021. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios, discretionary programs, and third-party money manager recommendations, utilizing both strategic and tactical approaches.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner
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Garrett R

CFP®, Series 66

Waterloo, IL

Edward Jones

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, IL, and has nine years of industry experience. He has been with Edward Jones since 2016. Prior to his current role, he worked briefly at The Orchards Golf Club. 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 supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Collin M

Series 63, Series 66

Waterloo, IL

Edward Jones

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Curtis H

Series 66

Waterloo, IL

Edward Jones

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Jennifer L

Series 63, Series 66

Red Bud, IL

Thrivent Investment Management

Jennifer Langrehr is a financial advisor at Thrivent Investment Management with five years of industry experience. She previously worked at Dieterich Bank for eight years and held roles at Thrivent Financial for Lutherans. Langrehr serves as secretary for the St. John’s Lutheran School Parent Teacher League in Red Bud, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without providing portfolio management for institutional clients.

Business ownership considerations
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Chad B

Series 66

Waterloo, IL

Edward Jones

Chad Boyette is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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.

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

CFP®, Series 66

Waterloo, IL

Edward Jones

Dustin West is a CFP®-designated financial advisor with Edward Jones in Waterloo, Illinois, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Dustin is involved in managing a vacation real estate rental business through Best Bros Sandy Toes, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Christopher K

Series 66

Waterloo, IL

Edward Jones

Christopher Kean is a financial advisor at Edward Jones in Waterloo, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies 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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Nickolas M

Series 66

Waterloo, IL

Edward Jones

Nickolas Mehner is a financial advisor with Edward Jones in Waterloo, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors with a range of advisory programs that include discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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

CFP®, Series 66

Waterloo, IL

Edward Jones

Adam Brewer is a financial advisor at Edward Jones in Waterloo, IL, holding CFP® and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2016 and previously spent nine years at Rkneal. 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 under management through a nationwide network of financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Executive
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Amy R

Series 66

Waterloo, IL

STIFEL

Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Wendy S

Series 66

Waterloo, IL

Thrivent Investment Management

Wendy Stevens is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, she spent eleven years at Columbia High School. Outside of her advisory role, she co-owns a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Brian G

Series 63, Series 66

Red Bud, IL

Edward Jones

Brian Guebert is a financial advisor with Edward Jones in Red Bud, Illinois, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. 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, operating under a fiduciary standard.

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

Series 66

Waterloo, IL

STIFEL

Jacquelyn Pleimann Hern is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2016, following a one-year tenure at Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Scott S

Series 63, Series 65

Waterloo, IL

OSAIC

Scott Spinner is a financial advisor at OSAIC with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Coalition Life, Northwestern Mutual, and involvement with Helping Strays, a nonprofit organization. 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 offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Kenneth C

ChFC®, Series 63, Series 65

Waterloo, IL

OSAIC

Kenneth Carrico is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he has been affiliated with Sagepoint Financial, Inc. since 2011. Outside of his advisory work, Carrico serves on his local parish's finance council and owns Carrico Financial Group, where he reviews and sells fixed life insurance and annuity products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Lance W

Series 63, Series 66

Waterloo, IL

Edward Jones

Lance West is a financial advisor at Edward Jones in Waterloo, IL, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he participates on the Zoar Cemetery Board Audit Committee, performing annual audits of financial transactions. 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 nationwide network of financial advisors and branch offices.

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

Series 66

Waterloo, IL

Edward Jones

Stacy Butler is a Series 66 credentialed financial advisor with Edward Jones in Waterloo, IL, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Retirement income strategy Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Ethan M

Series 66

Waterloo, IL

STIFEL

Ethan Mayberry is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel, he worked in retail and service roles including positions at Johnny Macs Sporting Goods and Just Clean Pressure Washing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Connor G

Series 66

Red Bud, IL

Edward Jones

Connor Guebert is a financial advisor with Edward Jones in Red Bud, Illinois, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Total Quality Logistics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory solutions supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

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