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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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Patrick L

Series 63, Series 66

Clinton, IA

Vital Capital LLC

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Private / alternative investments Tax-loss harvesting
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Carey H

CFP®

Clinton, IA

Vital Capital LLC

Carey Hilburn is a CFP® professional with nine years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Hilburn held positions at Central Wealth Management, Beaird Harris Wealth Management, and Quest Capital Management. Outside of advisory work, Hilburn is also a consultant for VITAL LLC. Vital Capital LLC provides discretionary portfolio management and financial planning services to individual clients, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and manages approximately $41.7 million in assets.

Private / alternative investments Tax-loss harvesting
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Brad S

Series 66

Clinton, IA

Ausdal Financial Partners, Inc.

Brad Stuart is a financial advisor with Ausdal Financial Partners, Inc. in Clinton, IA, holding a Series 66 designation and 18 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, Stuart serves on the board of the River Bend Educational Foundation, which supports local schools and provides scholarships, and he is a part owner of WPF Wealth Management, a CPA and financial services firm. Additionally, he works as an independent insurance agent and will serve as a board member for the Fulton Country Club Men's Stag starting in 2024. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of strategies including mutual funds, ETFs, equities, fixed income, and alternative products across discretionary and non-discretionary accounts.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Randy K

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and was previously employed at LPL Financial and Cintas Corporation. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Anthony S

CFP®, Series 66

Camanche, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Anthony Stoll is a CFP® professional with five years of industry experience, currently affiliated with United Planners Financial Services of America. His prior roles include positions at Securities America, OSAIC, and active service with the U.S. Army and Army Reserves, where he serves as a company commander. Outside of his advisory work, he is involved in tax preparation and insurance services. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable emphasis on non-discretionary asset management.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Michel S

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has experience in the financial industry beginning in 2025, including roles at LPL Financial and Stratos Wealth Partners. Prior to entering the advisory field, he worked in various positions at Custom-Pak, Westrock, GNC, and Ashford University. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Kelsey G

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Kelsey Gammon is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Mercy Living Center, Cambridge Investment Research, Inc., and NelsonCorp Wealth Management. She is also a notary public for the state of Iowa. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Kimberly S

CFP®, Series 63

Camanche, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Kimberly Stoll is a CFP® with 38 years of experience in the financial services industry. She is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held roles at multiple firms, including Securities America, WealthPLAN Partners, and Independent Investment Services, which she owns. In addition to her advisory work, Kimberly is a licensed agent for non-variable insurance and provides tax preparation services through Independent Investment Services, Inc. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Andrew M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has also been associated with LPL Financial since 2014. Meyers is also a licensed insurance agent providing non-variable insurance services. Stratos Wealth Partners offers advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm utilizes an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Carina B

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Carina Bush is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2014. Bush also operates First Wealth Financial Group, LLP, which she has been associated with since 2012. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Joseph M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Joseph Mills is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory roles, Mills operates JT Mills, Inc., a business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and utilizes affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Amy C

Series 66

Clinton, IA

Cambridge Investment Research Advisors

Amy Cavanaugh is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 27 years of industry experience and serves as a notary public. Cavanaugh also holds roles as an independent insurance agent and has been involved with nonprofit organizations, including serving as president of Breezy Point Cooperation and as a board member of the Paul B. Sharar Foundation at Clinton Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jerome K

Series 63, Series 66

Clinton, IA

Edward Jones

Jerome Kedley is a financial advisor at Edward Jones in Clinton, IA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves on the board of the Paul B Sharar Foundation of Clinton Community College and operates a grain farming business in DeWitt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.

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

Series 66

Clinton, IA

Edward Jones

Matthew Coon is a financial advisor with Edward Jones in Clinton, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
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Peter H

Series 63, Series 65

Morrison, IL

Ameriprise

Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.

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

Series 63, Series 65

Clinton, IA

Cambridge Investment Research Advisors

Michael Steigerwald is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory work, he is involved with NelsonCorp Wealth Management in an insurance and benefits capacity. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory services through a network of independent professionals and multiple account platforms.

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

Series 66

Albany, IL

Cambridge Investment Research Advisors

Nicole Mc Williams is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Albany, Illinois, with 11 years of industry experience. She has been associated with Cambridge Investment Research Advisors and its affiliated entities since 2016, with a brief tenure at Sentinel Pension Advisors in 2024-2025. Outside of her advisory role, she is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kevin P

Series 63, Series 65

Clinton, IA

Morgan Stanley

Kevin Paaske is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.

General estate planning guidance
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Graham T

Series 66

Clinton, IA

Edward Jones

Graham Timion is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Vaya Group and Interim HR Consulting, and served at the Corporate Executive Board. 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 across a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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

Series 66

Morrison, IL

Cetera

Dylan Devers is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2021. Outside of his advisory role, he serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees, a community nonprofit organization. He is also the president and owner of Wells Tax Consultants LLC, a tax preparation and consulting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary services with a broad institutional 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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Steven N

Series 63

Clinton, IA

Ameriprise

Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

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

CFP®, Series 63

Morrison, IL

Cetera

Joseph Wells is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves as a board member of the nonprofit organization Abiding Word and is a part owner of two car wash businesses. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and third-party managed programs.

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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Gary H

Series 63, Series 66

Fulton, IL

LPL Financial

Gary Hayenga is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Bank and Quad City Bank & Trust. He is also involved with Greater Iowa Credit Union. 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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Christie A

CFP®, Series 66

Clinton, IA

Edward Jones

Christie Akins is a financial advisor with Edward Jones in Clinton, IA, holding CFP® and Series 66 designations and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company and Air Control, Inc. 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, offering a range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Brent A

CFP®, Series 66

Clinton, IA

Edward Jones

Brent Albrechtsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Focus Services from 2014 to 2016. Outside of his advisory role, he is CEO of a customer apparel business, serves as assistant chair for United Way in Clinton, IA, and sits on the board of the Absentee and Special Precinct Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Madeline W

CFP®, Series 66

Prophetstown, IL

Edward Jones

Madeline Wold is a CFP®-certified financial advisor with Edward Jones in Prophetstown, IL, and has seven years of industry experience. She has worked at Edward Jones since 2015 and has held roles at Webster University and Deer Valley Golf Club. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Clinton, IA

Cambridge Investment Research Advisors

Jacob Woodcock is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and also holds roles at Nelson Corp Wealth Management and Cambridge Investment Research, Inc. Outside of advisory work, he is involved in tax preparation through Nelsoncorp Tax Solutions LLC and participates in agricultural activities on his family farm. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals utilizing multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Andrew F

Series 66

Clinton, IA

Edward Jones

Andrew Feller is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He has a background that includes 18 years of self-employment and over 20 years with the City of Edwardsville Police Department. 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 through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated investment products.

College savings (529s, UTMA, etc.) Military & Veterans Doctor or Medical Professional Public Service Employee
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Tonya W

Series 66

Morrison, IL

Edward Jones

Tonya Wiersema is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she assists with bookkeeping for her husband’s farming business and volunteers as a bookkeeper for the Chadwick Milledgeville PTO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a range of investment strategies and affiliated financial services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Nathan W

CFP®, ChFC®, Series 66

Morrison, IL

Cetera

Nathan Wells is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is involved in managing an entertainment and bar business focused on axe throwing and owns an ATM business serving local bars and restaurants. Cetera Investment Advisers serves a diverse range of clients including individuals, 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, and fiduciary solutions, combining retirement and institutional capabilities within a broad 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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