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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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Tonya B

CFP®, Series 66

Chanute, KS

Edward Jones

Tonya Brutchin is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2004, totaling 22 years with the firm. She has eight years of industry experience and holds the Series 66 license. Outside of her advisory role, she is a member of Legacy Management LLC, which leases office space to Edward Jones for her branch office. 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, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Bret R

Series 63, Series 66

Chanute, KS

LPL Financial

Bret Rollins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2000. Rollins also sells fixed annuities and fixed life insurance. 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 supports its advisors with in-house research and a variety of investment models and solutions, combining advisory operations with insurance and credit 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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Kelly C

Series 63, Series 65

Chanute, KS

LPL Financial

Kelly Castle is a financial advisor with LPL Financial in Chanute, KS, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2026, she spent 18 years at UBS Financial Services. 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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Bruce M

Series 63

Erie, KS

Ameriprise

Bruce Mullen is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, Mullen is involved in business ownership, including operating the 5th Street Bar & Grill and serving on the boards of Neosho Memorial Regional Medical Center and its Foundation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Series 66

Chanute, KS

Edward Jones

Tristyn Westhoff is a financial advisor with Edward Jones in Chanute, KS, holding a Series 66 designation and six years of industry experience. Prior to focusing on financial advising, Westhoff held various roles including distributor for a makeup company and part-owner of an agriculture-related land clearing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chad B

Series 66

Chanute, KS

Ameriprise

Chad Boaz is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 66 designation and 21 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2024. Outside of advising, Boaz serves on the board of the Cherry Street Youth Center, acts as treasurer for the Chanute Regional Development Authority, and is a director at The Foundation of NMRMC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized team while offering a broad range of advisory, brokerage, and insurance solutions.

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