Filters

Direct booking

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

5 advisors near 50659

Out of 400,000+ nationwide

user avatar
firm logo

Jolene H

Series 63, Series 66

Nashua, IA

Transamerica Financial Advisors

Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
firm logo

Clint W

Series 66

New Hampton, IA

Edward Jones

Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Tyler M

Series 66

New Hampton, IA

Edward Jones

Tyler Metcalf is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked for Farmers State Bank for five years and held roles at KWWL-TV and Wartburg College. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

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

Matthew M

Series 66

New Hampton, IA

Edward Jones

Matthew Mummelthei is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 credential and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with REM Capital, a multifamily investment property business based in Bradenton, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Angelina D

Series 63, Series 65

Nashua, IA

Cambridge Investment Research Advisors

Angelina Dietz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at FBL Financial Group, TIAA-CREF, and Cetera Investment Advisers. She serves as president and board member for several local organizations, including the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and is involved with charitable and community groups such as US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors serves 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 including financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and a combination of model portfolios and third-party strategists.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.