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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

25 advisors near 45891

Out of 400,000+ nationwide

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Erin G

Series 66

Van Wert, OH

OneAscent Financial Services LLC

Erin Gilbert is a financial advisor at OneAscent Financial Services LLC with nine years of industry experience. She holds the Series 66 designation and has worked at several firms, including Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. Gilbert is based in Bluffton, Indiana. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Kadin C

Series 65

Van Wert, OH

OneAscent Financial Services LLC

Kadin Cochran is a financial advisor at OneAscent Financial Services LLC with a Series 65 credential and one year of industry experience. Prior to joining OneAscent, he held roles in education and logistics and has recently been involved as an insurance agent through Strategence Capital. OneAscent Financial Services LLC manages approximately $2.61 billion across 57 advisors, offering a range of asset management, financial planning, and fiduciary services to individuals, institutional clients, and charitable organizations, using a combination of direct management and third-party solutions.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Erin L

CFP®, Series 63, Series 66

Van Wert, OH

OneAscent Financial Services LLC

Erin Laukhuf is a CFP® with 14 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC. Her prior roles include positions at Gateway Wealth Partners, LPL Financial, and Cetera Investment Services. She is also licensed as an insurance agent for non-variable insurance products. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion and supports a network of 57 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of asset management and financial planning services through customized portfolios and a combination of direct management and third-party solutions.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Timothy S

Series 63, Series 66

Van Wert, OH

OneAscent Financial Services LLC

Timothy Stoller is a financial advisor at OneAscent Financial Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gateway Wealth Partners, Advisors' Pride Inc., and LPL Financial. Outside of his advisory role, he serves as a trustee of the Van Wert County Foundation, chairman of the LifeWise Foundation, and is a board member of LifeWise Academy Inc. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients by providing tailored asset management, financial planning, and fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Ryan W

Series 65

Van Wert, OH

OneAscent Financial Services LLC

Ryan Wenninger is a financial advisor at OneAscent Financial Services LLC with a Series 65 designation. He has been with OneAscent since 2025 and has prior experience at Bashore, Reineck, Stoller & Waterman. Outside of his advisory role, he serves as a volunteer controller for Haven of Hope of Van Wert County, a nonprofit supporting homeless men. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Clara H

Series 66

Delphos, OH

Raymond James Financial

Clara Hanf is a financial advisor with Raymond James Financial in Delphos, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2009. In addition to her advisory role, she works as an independent contractor preparing tax returns for Hellman Nomina CPA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ross T

Series 66

Delphos, OH

Edward Jones

Ross Thompson is a financial advisor with Edward Jones in Delphos, Ohio. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones, he worked at Syngenta and Enterprise, and also spent time at Ohio Dominican University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of financial advisors and branch offices.

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

Series 66

Van Wert, OH

Edward Jones

George Scott is a financial advisor at Edward Jones in Van Wert, Ohio, holding a Series 66 designation with three years of industry experience. He previously worked at Van Wert Federal Savings Bank for five years and Van Wert City Schools for six years. Scott serves as a Member at Large for the Van Wert Area Economic Development Corp., participating in community economic development initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and services. The firm is notable for its extensive retail advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

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

Series 66

Van Wert, OH

Edward Jones

Veronica Cuevas is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previously worked with Van Wert City Schools, the City of Van Wert, and Bee Gee Realty & Auction Co Ltd. Outside of her advisory role, she was involved with LifeHouse Church for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement income strategy Early retirement planning Retired Founder/Business Owner Executive
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Sara M

Series 63, Series 65

Van Wert, OH

Thrivent Investment Management

Sara Mesing is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Thrivent, she worked in hospitality and wellness sectors, including roles at Blue Flame Hospitality and Beachbody. She also serves on the Endowment Committee for Saint Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services while keeping them separate.

Business ownership considerations
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Corey N

Series 66

Delphos, OH

Edward Jones

Corey Norton is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience and is based in Delphos, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 63, Series 65

Van Wert, OH

Thrivent Investment Management

Phillip Summersett is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2020. Prior to his current role, he was involved with Victory Worship Center and Pima County, AZ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without handling implementation. The firm emphasizes holistic, goal-based planning combined with optional managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Stephanie P

Series 66

Delphos, OH

Cetera

Stephanie Patton is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and Rahrig Financial Group. Outside of finance, she is a co-founder and partner of The Haunted Enthusiasts, a tourism and travel business focused on visiting and consulting with haunted attractions. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a variety of advisor-managed and model portfolio solutions.

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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Robert N

Series 63

Delphos, OH

Edward Jones

Robert North is a financial advisor at Edward Jones with 33 years of industry experience. He holds the Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, he is involved as a member or partner in several LLCs related to farming and commercial real estate, as well as a semi-private golf course, though these are passive holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and fiduciary services. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities including a trust company and proprietary mutual funds.

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

Series 66

Van Wert, OH

Thrivent Investment Management

Michael Etter is a Series 66-credentialed advisor with Thrivent Investment Management, based in Van Wert, Ohio. He has one year of industry experience and previously worked in roles including at Alliance Automation and The University of Toledo. Michael serves on the boards of the Van Wert County Tennis Foundation and The Church Van Wert. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, with an option to combine planning and managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Beth K

Series 66

Van Wert, OH

Thrivent Investment Management

Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Anthony R

CFP®, Series 66

Delphos, OH

Cetera

Anthony Rahrig is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has held roles at U.S. Bancorp Investments and operates Rahrig Financial Group and Rahrig Properties, LLC. Outside of financial services, he is involved with Carrie Rahrig Photography, LLC as a trustee and provides notary services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

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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Thaison L

Series 66

Van Wert, OH

Edward Jones

Thaison Leaser is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was with Van Wert Federal Savings Bank for six years. Outside of advising, he owns and manages rental properties through Leacon Properties LLC and TL Property Brothers LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Kendra G

Series 66

Van Wert, OH

Edward Jones

Kendra Goodlin is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She previously worked at Shultz Huber & Associates and served as a middle school volleyball coach in Van Wert, Ohio. At Edward Jones, she has been advising clients since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and supports its clients through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Jennifer M

Series 63

Delphos, OH

Ameriprise

Jennifer Moenter is a financial advisor with Ameriprise, holding a Series 63 designation and 11 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Moenter serves on the Board of Directors for the Bon Secours Mercy Health Foundation. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary recommendations, focusing on clients approaching or in retirement.

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

Series 63, Series 65, Series 66

Van Wert, OH

Thrivent Investment Management

Mark Laurent is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 licenses, and has 13 years of industry experience. He previously worked at Blackrock Sports Inc. for 12 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial areas, offering clients standalone planning or combined planning and managed-account options.

Business ownership considerations
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Eric H

CFP®, ChFC®, Series 66

Van Wert, OH

Edward Jones

Eric Hurless is a financial advisor at Edward Jones in Van Wert, OH, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Stahl Stoller Meyer Insurance Center from 2011 to 2017. Outside of his advisory role, he serves as a city council member for Van Wert and teaches two online courses per semester at Northwest State Community College. 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 operates a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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Ryan L

Series 63

Van Wert, OH

Edward Jones

Ryan Lindemann is a financial advisor at Edward Jones in Van Wert, Ohio, with 24 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2002. Outside of advising, he owns a drive-thru coffee shop and has ownership interests in a day spa and a chiropractic care center, as well as an investment in a wholesale tree nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of managed strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services supported by 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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Marshall M

Series 66

Van Wert, OH

LPL Financial

Marshall Marraccini III is a financial advisor with LPL Financial in Van Wert, Ohio, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Kansas City Life, The O.N. Equity Sales Company, Ohio National Financial Services, PNC Investments, and Nationwide. He is also involved with Citizens Wealth Management Group, a business related to his LPL activities. 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 wide range of investment solutions supported by an in-house research team and a comprehensive platform that accommodates various advisory and brokerage needs.

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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Kristi W

Series 66

Van Wert, OH

Edward Jones

Kristi Warnecke is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a 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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