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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 66002

Out of 400,000+ nationwide

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Timothy G

PFS™, Series 65

Atchison, KS

Strategic Asset Management, LLC

Timothy Gottschalk is a financial advisor with Strategic Asset Management, LLC, holding the PFS™ designation and Series 65 license, with 27 years of industry experience. He has served as president of Gottschalk & Company, CPA’s, LLC since 2002 and also leads management services at Gottschalk, Inc. and JJAA, Inc. outside of his advisory work. Strategic Asset Management, LLC provides investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on long-term, asset-allocation strategies using diversified, passively managed portfolios and maintains an affiliation with an accounting practice to offer integrated tax and trust-related advice.

Wealth management Passive / index investing Annuities Retirement income strategy
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Jackson B

Series 63, Series 66

Atchison, KS

Fidelity

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2022, he held various roles outside the financial sector, including positions at ABC Therapy and The Guidance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mark B

Series 63, Series 65

Atchison, KS

Equitable Advisors

Mark Begley is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for 21 years. Outside of his advisory role, he serves on the finance committee of St. Benedict Parish and has held the position of Grand Knight in the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers tailored services based on clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zoey S

Series 66

Atchison, KS

Edward Jones

Zoey Stec is a Series 66 licensed financial advisor with Edward Jones, based in Atchison, KS, with several years of experience at the firm in various roles since 2024. Prior to her current position, she worked at Stagg Hill Golf Course and Blish-Mize, among other employers. She also has experience in entrepreneurship through Rox's Images. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Newlywed/Engaged
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Alden E

Series 66

Atchison, KS

Edward Jones

Alden Ensminger III is a financial advisor with Edward Jones in Atchison, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory programs and affiliated investment products through 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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Ryan H

Series 66

Atchison, KS

Edward Jones

Ryan Halling is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Walmart. Halling holds the Series 66 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Benjamin G

Series 63, Series 65

Atchison, KS

LPL Financial

Benjamin Gilmore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Berthel, Fisher & Company Financial Services, Grain Belt Insurance, and Bendena State Bank. Gilmore is an author of a book titled "Playing the Game: Life After Sports," which addresses religious and personal development, and serves as a church elder and board member at First Christian Church of Troy. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a broad range of investment and insurance products delivered through 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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Jennifer M

Series 63, Series 65

Atchison, KS

Thrivent Investment Management

Jennifer Maxwell is a financial advisor at Thrivent Investment Management with nine years of industry experience. She has worked with Thrivent and its affiliates since 2016 and previously spent 23 years at Exchange National Bank & Trust Co. In addition to her advisory role, Maxwell serves as Treasurer for the Atchison Area United Way, partnering with local nonprofit agencies to provide financial resources. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of planning topics. The firm provides these services through financial advisors, maintaining a separation between planning and managed-account programs.

Business ownership considerations
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Jack C

Series 66

Atchison, KS

LPL Financial

Jack Caudle is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Caudle Financial Group, Berthel, Fisher & Company Financial Services, Inc., and Canvas Wealth Advisors. Outside of finance, he is the owner of Gateway Capital LLC, a real estate business in Atchison, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety 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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Alex G

Series 63, Series 65

Atchison, KS

Thrivent Investment Management

Alex Gehring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Thrivent Financial and its investment management division since 2013. Gehring serves as president of the Fuller Center for Housing of Atchison, a nonprofit focused on affordable housing in the community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed accounts under its WealthPlan program.

Business ownership considerations
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Todd C

Series 63, Series 65

Atchison, KS

LPL Financial

Todd Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, he spent over three decades at Berthel, Fisher & Company Financial Services, Inc. Caudle serves on the boards of Bendena State Bank and Union State Bank and is involved with the MHMA Endowment Board and Advocate Health Services, a community health organization. He also manages family farm operations and participates in local political committee activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and delivers services through 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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Jane P

Series 66

Atchison, KS

Edward Jones

Jane Pickman is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Atchison, KS

LPL Financial

Anthony Buford is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Buford has served as a teaching pastor at Crosspointe Community Church since 1982 and is involved in construction supervision and insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.

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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Michael H

Series 66

Atchison, KS

Edward Jones

Michael Hundley is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2010. He has 15 years of industry experience and is based in Atchison, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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