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

3 advisors near 74301

Out of 400,000+ nationwide

user avatar
firm logo

Jason B

Series 63, Series 65

Vinita, OK

Cornerstone Wealth Management, LLC

Jason Benson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, Inc., and Oklahoma State Bank. Outside of advising, he serves as a volunteer firefighter and owns a farm where he sells hay. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, third-party managers, and algorithm-driven models to deliver tailored investment advice and manages a high client load through a multi-brand operating model supported by LPL platform programs and technology.

Charitable giving & philanthropy Founder/Business Owner Retired
firm logo

Mike V

Series 66

Langley, OK

Edward Jones

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Engineering Professional
firm logo

Steven T

Series 66

Vinita, OK

Edward Jones

Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k) 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.