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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

53 advisors near 16025

Out of 400,000+ nationwide

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Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Donovan S

Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bennett Associates Wealth Management. He has also been affiliated with Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies combining active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Collin R

CFP®, CFA®, Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Ethan L

Series 65

Renfrew, PA

C2 Private WEalth

Ethan Lane is a financial advisor with ASG Investment Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ASG Investment Management since 2018 and has been involved with Accurate Solutions Group, LLC since 2015, where he markets and sells insurance products. Lane also contributes to Advisors Excel, providing business training and marketing resources related to insurance and annuities. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily delivers portfolio management through third-party managers on the AssetMark turnkey platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement
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Curt K

Series 65

Renfrew, PA

C2 Private WEalth

Curt Knotick is a financial advisor at ASG Investment Management, LLC, holding a Series 65 designation with 14 years of industry experience. He has worked at ASG Investment Management since 2018 and previously held roles at Accurate Investment Solutions Inc. and Global Financial Private Capital LLC. Outside of his advisory work, he is the owner and managing member of CCK Holdings LLC, a property management and holding company. ASG Investment Management provides investment management and financial planning services to individuals, including high-net-worth clients, and some business clients. The firm primarily uses third-party managers through the AssetMark platform and offers financial plans, consultations, seminars, and a limited adviser-managed account option.

General retirement planning Retirement income strategy Income planning Social Security optimization Long-term care insurance Approaching retirement
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Steven S

Series 65

Butler, PA

Virtue Capital Management, LLC

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Retirement income strategy Social Security optimization Wealth management
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Brian S

Series 63, Series 65

Kittanning, PA

Pinnacle Investments, LLC

Brian Snyder is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Pinnacle Investments since 2019 and has concurrent experience with Global Investment Advisors, LLC and Essex Securities LLC since 2010. Outside of advising, Snyder manages and works as a bartender and cook at Stanley's Bar & Grille. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in regulatory assets under management and about 50 advisors serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis across a range of investment products.

Options & derivatives strategies Concentrated stock management Active portfolio management Wealth management Educators, Teachers, and Academics Founder/Business Owner
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Tyler F

Series 66

Butler, PA

GWN Securities Inc.

Tyler Funk is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at GA Investment Management and Lions Gate Wealth Management. Outside of advisory work, he is involved in life insurance sales through a related business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Michael D

Series 66

Butler, PA

OSAIC Institutions, INC.

Michael Dreveniak is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has 19 years of industry experience, including roles at OSAIC Institutions since 2015 and First Commonwealth Bank since 2009. Outside of his advisory work, he is involved with the First Commonwealth Trust Department, offering agency trust accounts through an unaffiliated banking institution. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm operates with a notable emphasis on non-discretionary assets and maintains extensive relationships with banks and credit unions to deliver a broad spectrum of financial solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jordan K

Series 66

Butler, PA

key Investment Services LLC

Jordan Kelly is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and Commonwealth Financial Network. Outside of finance, Kelly operated Interior Solutions, a home and business organizing service, for over a decade. Key Investment Services LLC provides wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm uses non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Carol M

Series 63, Series 66

Butler, PA

OSAIC Institutions, INC.

Carol Mayer is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Infinex Investments, KeyBank, LPL Financial, and First Niagara Bank. She is also involved with First Commonwealth Bank's Trust Division, contributing approximately eight hours per month. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions with a notable emphasis on non-discretionary assets and integrated lending and alternative investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Raymond W

Series 65

Chicora, PA

Brookstone Capital Management LLC

Raymond Winslow is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Star Financial Services Group LLC since 2013. Outside of advising, he is involved in income tax preparation and occasional bookkeeping and payroll services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Jennifer F

Series 63, Series 66

East Brady, PA

Empower Advisory Group

Jennifer Fletcher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked with firms including Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Mutual Group, and CUNA Brokerage Services, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alexandra P

Series 63, Series 65

Butler, PA

OSAIC Institutions, INC.

Alexandra Potts is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at First Commonwealth Bank, Infinex Investments, KeyBank, and LPL Financial. She is currently associated with First Commonwealth Bank as an investment-related activity. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and offers access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Butler, PA

Stratos Wealth Partners, Ltd

Christopher Cashell is a financial advisor with LPL Financial based in Pittsburgh, PA, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at LPL Financial since 2011 and is also affiliated with Stratos Wealth Partners, Ltd. Cashell has prior experience at Nextier Bank from 2004 to 2018. 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 variety 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) Tax-loss harvesting Founder/Business Owner Retired Executive
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James B

Series 63, Series 65

Butler, PA

OSAIC Institutions, INC.

James Bish is a financial advisor with OSAIC Institutions, INC. based in Butler, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at First Commonwealth Bank since 2019, where he also holds a sales manager position, and previously worked at Infinex Investments, Inc., Key Investment Services LLC, and LPL Financial. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm employs a combination of fundamental and technical analysis and offers both discretionary and predominantly non-discretionary asset management solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Joseph A

Series 63, Series 65

Butler, PA

PNC Wealth Management

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Kenneth B

Series 66

Butler, PA

Capital Analysts

Kenneth Bonus is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 credential and has previously worked at HD Vest Investment Services and KPMG. Outside of his advisory role, he owns Bonus Accounting LLC, providing accounting and tax services, and serves on several nonprofit boards including the Butler County Chamber of Commerce and the United Way of Southwestern Pennsylvania. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and other entities, offering a range of financial planning and investment management services through both discretionary and non-discretionary accounts.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Richard C

Series 63, Series 65

Butler, PA

LPL Financial

Richard Chambers Jr. is a financial advisor with LPL Financial based in Butler, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Clearview Federal Credit Union, Psecu, U.S. Bancorp Investments, CUNA Mutual Group, and BCU Wealth Advisors. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by in-house research and flexible portfolio management options.

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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Carson K

Series 66

Butler, PA

Morgan Stanley

Carson Kessler is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021, following four years at Edward Jones. Before his financial services career, he spent eleven years associated with Seneca Valley School District and Slippery Rock University. Outside of advising, Kessler is involved with Hardcore Elite Baseball LLC, a recreational baseball organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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