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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

22 advisors near 70090

Out of 400,000+ nationwide

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Keith G

ChFC®, Series 63

Laplace, LA

Ameritas Advisory Services, LLC

Keith Gillies is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with 41 years of industry experience. He has worked at multiple firms, including Fountainhead Private Client and River Parishes Advisors Group, and currently holds leadership roles in several related entities. Gillies is also the author of a book titled *The 10 C's of Success*, with all proceeds donated to charity, and is involved in educational and community initiatives such as serving as Secretary for Engaged Learning Strategies, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services using a combination of model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Robert M

Series 63, Series 65

La Place, LA

Ameritas Advisory Services, LLC

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Regions Institutional Trust, Southern Medical Association Services Inc., and Ameritas Life Insurance Corp. He is also a partner at SWRJ Benefits Entity dba Netchex Benefits, providing benefits and administration services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, utilizing a range of fee-based asset management and fiduciary services supported by affiliated investment adviser representatives and model portfolios.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Tania L

Series 63, Series 65

Lutcher, LA

OSAIC

Tania Louque is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Detillier Financial Advisors. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to guide investment decisions.

Annuities Founder/Business Owner Executive Retired
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Eugene F

Series 63, Series 66

Gonzales, LA

Edward Jones

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. 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 large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

La Place, LA

Mass Mutual Investors Services

Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and offering 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, and health insurance since 2010. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, using software tools to deliver written recommendations through annual collaborative planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew K

Series 66

Laplace, LA

Edward Jones

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. 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, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management 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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Ashley H

Series 66

Laplace, LA

Edward Jones

Ashley Hymel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Hymel worked at Caroline's Cookies and Hymel's Florist. Outside of her advisory role, she serves as treasurer for the Phi Mu Fraternity chapter in Baton Rouge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

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

Series 65

Vacherie, LA

LPL Financial

Ethan Triche is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at First American Bank since 2012 and Sorrento Pacific Financial, LLC from 2012 to 2025. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options 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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Chad T

Series 66

Laplace, LA

LPL Financial

Chad Troxclair is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2020. 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 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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Christopher P

Series 66

Paulina, LA

Edward Jones

Christopher Poche is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His background includes roles at First American Bank and Trust, Sunshine Cleaners, PepsiCo, and service in the United States Air Force and Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Noelle K

Series 66

Laplace, LA

Edward Jones

Noelle Kimble is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Noelle is based in Laplace, Louisiana. 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 wide range of investment solutions including discretionary and non-discretionary wrap fee strategies, 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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Ron B

CFP®, Series 66

Paulina, LA

Edward Jones

Ron Becnel is a financial advisor with Edward Jones in Paulina, Louisiana. He holds the CFP® designation and Series 66 registration, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is listed as a manager of a hair dressing and beauty salon business owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Gregory C

Series 66

Laplace, LA

Cetera

Gregory Corso is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Capital One Investing, and Morgan Stanley. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a comprehensive 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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Michael H

Series 63, Series 66

Laplace, LA

Edward Jones

Michael Hanley is a financial advisor with Edward Jones and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, having been with Edward Jones since 1990. 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Matthew L

Series 66

Donaldsonville, LA

Edward Jones

Matthew Leblanc is a Series 66 licensed financial advisor with Edward Jones in Donaldsonville, LA, where he has worked since 2012. He has 13 years of industry experience. 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 solutions supported by a large national network of advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

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

Series 63, Series 66

Laplace, LA

Edward Jones

Robert Hymel Jr. is a financial advisor at Edward Jones in Laplace, Louisiana, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hymel serves as President of the Belle Terre Lakes Homeowners Association, is a member of the Riverside Academy School Board Reserve, and has a minor ownership interest in Hymel's Florist LLC, where he helps with organizing and deliveries on select occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Nolan S

PFS™, Series 63

Laplace, LA

Cetera

Nolan Schexnayder is a financial advisor at Cetera with 38 years of industry experience. He holds the PFS™ and Series 63 credentials. Prior to joining Cetera in 2021, Nolan worked at Avantax Advisory Services and Avantax Investment Services, among other firms. Outside of his advisory work, he serves as a board member and treasurer of the River Road Historical Society and is involved with the Carrollton Carnival Club in New Orleans. 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 services, utilizing advisor-managed accounts, model portfolios, and third-party managed 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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Ben G

Series 66

Donaldsonville, LA

Edward Jones

Ben Glueck is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and 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 advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Frank S

Series 63, Series 65

Vacherie, LA

LPL Financial

Frank Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Sorrento Pacific Financial, LLC for 20 years and has been affiliated with First American Bank And Trust for over two decades. 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 wide 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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Nicolas M

Series 63, Series 66

New Orleans, LA

Cetera

Nicolas Morcos is a financial advisor at Cetera with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has prior experience at Regions Bank and Woodforest National Bank. 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 advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

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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Dodi V

Series 63, Series 66

Laplace, LA

LPL Financial

Dodi Vicknair is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. 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 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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Brock A

Series 66

Laplace, LA

LPL Financial

Brock Anderson is a financial advisor with LPL Financial in Laplace, LA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is the owner and manager of Bull Eye Farms LLC, a non-investment-related business. 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 variety of investment solutions supported by an in-house research team and a broad platform that accommodates both advisory and brokerage needs.

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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