Overwhelmed by options?

Answer a few questions to see advisors matched to you.

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

8 advisors near 68763

Out of 400,000+ nationwide

user avatar
firm logo

Adam O

CFP®, Series 63, Series 65

O'neill, NE

Mutual of Omaha Investor Services, Inc.

Adam Olson is a CFP® professional with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2011. He is a one-third partner and managing partner at Reiser Insurance Group, a property and casualty agency in O'Neill, NE, where he works as a sales agent. Olson also serves on the boards of Oasis Counseling International and Faith Regional Health Services and is the author of two books on personal financial planning. Additionally, he teaches financial literacy and retirement planning seminars. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and managed account programs through a network of advisors who utilize approved third-party managers and model portfolios.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Craig R

Series 63, Series 65

O'neill, NE

Mutual of Omaha Investor Services, Inc.

Craig Reiser is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with United/Mutual of Omaha since 2006 and also operates Reiser Insurance, providing property and casualty, life, long-term care, disability, critical illness, and Medicare supplement insurance products. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing financial planning and retirement consulting.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Michael H

Series 63, Series 66

O'neill, NE

Thrivent Investment Management

Michael Hedlund is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Thrivent since 2017 and previously held positions at Concordia University and Ickes Farms. Hedlund serves as a board member of the O'Neill Nebraska Chamber of Commerce, contributing to community events and decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and planning on a range of financial topics. The firm separates planning services from portfolio management and typically conducts annual reviews of recommendations.

Business ownership considerations
firm logo

Adam C

Series 63, Series 66

O'neill, NE

Edward Jones

Adam Cadwell is a financial advisor at Edward Jones with 19 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2012. 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 approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
user avatar
firm logo

Randall H

Series 66

O Neill, NE

Edward Jones

Randall Hupp is a financial advisor with Edward Jones in O Neill, Nebraska, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in commercial real estate through ownership and management positions in several companies in Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. The firm has a large nationwide presence, supporting over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

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

Aaron L

Series 66

O'neill, NE

Thrivent Investment Management

Aaron Losing is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in education at several schools including Oneill Public Schools and Crofton Community Schools. Outside of advising, he is president of Gold Medal Ventures LLC, overseeing office building rental operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on goal-based planning across a range of financial topics, offering these services separately from managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
firm logo

Julie R

CFP®, Series 63, Series 65

O Neill, NE

Edward Jones

Julie Regan is a CFP®-credentialed financial advisor with 33 years of industry experience, currently with Edward Jones since 2019. She previously worked at Pinnacle Wealth Management and Linsco/Private Ledger Corp for 14 years each. Outside of financial advising, she co-owns a cattle ranch with her husband in O'Neill, Nebraska. 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 discretionary and non-discretionary advisory programs supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Self-Employed
firm logo

Matthew H

Series 66

O Neill, NE

Edward Jones

Matthew Hahn is a financial advisor with Edward Jones in O Neill, Nebraska. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Landscapes, Siouxland Sports Academy, Bishop Heelan Catholic Schools, and various positions in education and local government. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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