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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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Albert P

Series 63, Series 65

Hannibal, MO

Pettibone Wealth Management, LLC

Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning
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Shelby T

Series 66

Hannibal, MO

Stifel Independent Advisors, LLC

Shelby Terrill is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Stifel Independent Advisors since 2016 and previously worked at AXA Advisors, LLC from 2013 to 2016. Outside of his advisory role, he co-owns and operates a coffee shop and serves on the board of the Hannibal Regional Foundation, which supports the local healthcare system, as well as on the finance council of Holy Family Catholic Church and School. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary modeling to tailor asset allocation recommendations and delivers a wide range of financial services through its dual-registered status as a broker-dealer and SEC-registered investment adviser.

General retirement planning Income planning Wealth management
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Patrick B

Series 63, Series 65

Hannibal, MO

LPL Financial

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation, and he has been involved with Benson Financial Group since 2007. Outside of advising, he is engaged in a business entity that supports staff operations unrelated to investments. 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 in-house research and a broad platform that integrates advisory and brokerage services.

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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Bradley K

Series 66

Hannibal, MO

Edward Jones

Bradley Kurz is a financial advisor with Edward Jones in Hannibal, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, Kurz serves on the Board of Directors for Hannibal Regional Health System and is chairman of the Missouri United Methodist Conference Finance and Administration committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Hannibal, MO

LPL Financial

Aaron Hill is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors and Benson Financial Group. He also has an academic background with roles at Culver-Stockton College and East Central University. 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 combines large-scale advisory operations with non-advisory product activities.

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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Kathy Q

Series 66

Hannibal, MO

Edward Jones

Kathy Quinn is a financial advisor with Edward Jones in Hannibal, MO, holding the Series 66 designation and 19 years with the firm. She has two years of industry experience and also works part-time in customer service for a retail catalog company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

Series 63, Series 66

Hannibal, MO

Edward Jones

Anthony Straube is a financial advisor with Edward Jones in Hannibal, Missouri, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he participates as an event lead for the American Cancer Society’s Relay for Life in Marion County, Missouri. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide 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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Jordan F

Series 66

Hannibal, MO

Edward Jones

Jordan Fohey is a Series 66 licensed financial advisor with Edward Jones, based in Hannibal, MO, with 3 years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy for seven years. Outside of his advisory role, he serves on the boards of the Midland Institute of Entrepreneurs and the YMCA of Hannibal. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Doctor or Medical Professional
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Jeriod T

Series 66

Hannibal, MO

LPL Financial

Jeriod Turner is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Securities America Advisors and US Bank. He is also involved with several business entities related to financial and investment services in Hannibal, MO. 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 combines advisory services with non-advisory product offerings such as insurance and lending products.

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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Carissa J

Series 66

Hannibal, MO

Edward Jones

Carissa Junker is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has worked at Edward Jones since 2022 and previously held roles at Junction House and St. Louis University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed and advisory investment strategies and maintains a large network of financial advisors and branch offices across the country.

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

Series 66

Palmyra, MO

Edward Jones

Betsy Rush is a Series 66 licensed financial advisor with Edward Jones in Palmyra, MO, where she has worked since 2011, accumulating 14 years of industry experience. She is part of a large network of advisors at Edward Jones, a full-service wealth management firm serving more than four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Steven V

Series 63, Series 65

Hannibal, MO

Raymond James Financial

Steven Viorel is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Century Securities Associates, Inc. He is also a partner in Tri V Investments LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans developed through detailed client risk profiling and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Robert P

Series 63, Series 65

Hannibal, MO

Equitable Advisors

Robert Parker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Parker serves as a board member and deacon at Immanuel Baptist Church and is on the board of trustees at Hannibal LaGrange University. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor investment solutions based on client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Benjamin S

Series 66

Hannibal, MO

LPL Financial

Benjamin Strother is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial, Securities America Advisors, Securities America, Inc., and Benson Financial Group. In addition to his advisory work, he teaches at Hannibal LaGrange University. 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, combining large-scale advisory operations with various non-advisory product offerings.

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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Kerri W

Series 66

Hannibal, MO

LPL Financial

Kerri Willing is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2017 and also has experience with Investment Centers of America, William Woods University, and has been co-owner and manager of TW ACCOUNTING, LLC, a tax preparation and accounting firm, since 2017. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions through a large network of advisers, supported by an in-house research team and a platform that integrates advisory and brokerage services.

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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Kenneth G

Series 63, Series 65

Hannibal, MO

Raymond James Financial

Kenneth Greger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 47 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors Financial Network LLC and has operated G.S. Financial LLC since 2007. He also manages a 401(k) plan through a non-investment related entity involving himself and his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis, modeling tools, and firm research, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Alicia R

Series 66

Hannibal, MO

Edward Jones

Alicia Rollins is a financial advisor at Edward Jones in Hannibal, MO, with four years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2021, she worked for Hannibal Regional Healthcare System for 13 years. Outside of her advisory role, she is a Beachbody coach focused on online workouts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-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 investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Reid B

Series 63, Series 66

Hannibal, MO

Equitable Advisors

Reid Beaty is a financial advisor with Equitable Advisors in Hannibal, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously was employed at Axa Advisors and several other firms in various roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Justin G

Series 66

Hannibal, MO

LPL Financial

Justin Gibson is a financial advisor with LPL Financial in Hannibal, MO, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Gibson is also involved with Gibson Financial Consulting LLC and BFG OPERATIONS LLC, entities used for tax and investment purposes. 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 financial planning and asset management 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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