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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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John A

Series 66

Madisonville, TN

Edward Jones

John Acuff is a financial advisor with Edward Jones in Madisonville, Tennessee. He holds the Series 66 designation and has two years of industry experience, following a 28-year career with the Monroe County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans Newlywed/Engaged
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Jeremy L

Series 63, Series 66

Madisonville, TN

Edward Jones

Jeremy Loftis is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at LPL Financial LLC, Cetera Investment Advisors LLC, Regions Bank, Raymond James Financial Services Advisors Inc., Athens Federal Community Bank, and INVEST Financial Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chelsea H

Series 65, Series 66

Tellico Plains, TN

Thrivent Investment Management

Chelsea Haynes is a financial advisor at Forthright Capital Advisory in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amerilife of Clearwater and Wells Fargo Bank, as well as ownership of a therapeutic massage business. She is also involved in insurance and Medicare sales through Forthright Capital Partners and Gordon Marketing. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment strategies based on Modern Portfolio Theory, supplemented by various analytical approaches, and provides flexible planning engagement formats including subscription, fixed-fee, and hourly options.

Business ownership considerations
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Nicholas P

Series 66

Englewood, TN

Edward Jones

Nicholas Peden is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, access to 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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