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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

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Brian B

Series 63, Series 65

Saint Marys, GA

First Command Advisory Services

Brian Baldus is a financial advisor with First Command Advisory Services in Saint Marys, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Command, he served in the US Navy from 2015 to 2023. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with a 12-month cycle that includes a written financial plan and periodic progress meetings.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Donald Y

Series 66

Saint Marys, GA

First Command Advisory Services

Donald Yeiter is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he served in the U.S. Navy for 21 years and worked at Auto Zone. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and delivers structured, face-to-face financial coaching through its Tailored Professional Services program.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Donna P

Series 66

St Marys, GA

Edward Jones

Donna Pinter is a financial advisor at Edward Jones with five years of industry experience. Before joining Edward Jones in 2020, she worked at Rich Products Corporation for 19 years and held positions at Southern Ionics Minerals and The Chemours Company. Outside of her advisory role, she is involved in a resin paint distribution business and pursues hobbyist photography for local charities and individual clients. 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 over $1 trillion in assets with a broad retail advisor network and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Retirement plans for business owners (SEP, solo 401k) Military & Veterans Women Professionals Women's Finance
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Katherine S

Series 66

Woodbine, GA

Mass Mutual Investors Services

Katherine Shepard is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds the Series 66 designation and has worked at Mass Mutual and its affiliated companies since 2013. Mass Mutual Investors Services, LLC 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 seminars, employing firm-approved software and collaborative planning processes to deliver written recommendations.

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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Jennifer C

Series 66

St Mary's, GA

Ameriprise

Jennifer Cox is a financial advisor with Ameriprise in Kingsland, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors for the FCA of Camden & Charlton County and acts as a quasi treasurer for St. Marys Church of God of Prophecy. Ameriprise offers retirement-income planning services tailored to clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Daniel W

Series 63, Series 66

Kingsland, GA

Morgan Stanley

Daniel Waeghe is a financial advisor with Morgan Stanley in Kingsland, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for nine years before joining Morgan Stanley in 2017. Outside his advisory role, he participates as an independent contractor in consumer product focus groups. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate agreements.

General estate planning guidance
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Michael F

Series 63

St Mary's, GA

Ameriprise

Michael Farnham is a financial advisor with Ameriprise in St. John's, Florida, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with Farnham & DeBellis LLC, a property management business, where he provides back office support. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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