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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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Sandra W

Series 63, Series 66

Ball, LA

LPL Financial

Sandra Walsh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2020 and concurrently serves at Red River Bank since 2009, with prior experience at Cetera and Cetera Investment Services. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory financial products.

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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Walter M

Series 66

Ball, LA

Edward Jones

Walter Myers Jr. 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 Reinhart Foodservice for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Lance G

Series 63, Series 66

Ball, LA

J.P. Morgan Securities

Lance Griffith is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jane M

Series 63, Series 65

Ball, LA

LPL Financial

Jane Mathews is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 25 years of industry experience, with prior roles at Cetera and Red River Bank, where she continues to have involvement. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory 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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Craig R

Series 66

Deville, LA

LPL Enterprise

Craig Roy is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Edward Jones and the Heart of Louisiana Credit Union. Outside of his advisory work, he is involved with the Westside Habilitation Center. LPL Enterprise provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to third-party asset management programs, and managed account options through its ModelWealth Portfolios.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joshua R

Series 66

Pineville, LA

Edward Jones

Joshua Riley is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, Louisiana. He has 18 years of experience with the firm, having joined in 2008. Riley is also a manager and member of R6, LLC, a limited liability company located in Pineville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Military & Veterans
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John W

Series 63, Series 66

Pineville, LA

Edward Jones

John Wolf is a financial advisor with Edward Jones in Pineville, LA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Wolf is the president and owner of Hurricane Motorsports Racing Team and serves as a color commentator for 446 Sports. He also officiates high school and college football games and volunteers as a junior high football assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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

Series 63

Ball, LA

LPL Financial

Jenifer Gilchrist is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 21 years of industry experience. She has previously worked at Cetera and has been affiliated with Red River Bank since 2003, where she also serves as a Senior Compliance Executive. 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, offering a range of financial planning and investment management solutions supported by an in-house research team.

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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Larry H

Series 63, Series 66

Pineville, LA

OSAIC

Larry Hair is a financial advisor with OSAIC based in Pineville, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward Jones Investments for 18 years before joining Royal Alliance Associates in 2017. Outside of his advisory role, Hair serves as secretary of the Kiwanis Club of Pineville. OSAIC is an SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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