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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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Donald M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Donald Mclaughlin is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with McLaughlin Asset Management, Inc. and has worked at First National Bank of Danville since 1983. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a range of investment strategies including ETFs, mutual funds, bond ladders, and options overlays.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Old National Bank (formerly First Midwest Bank) for eleven years. Outside of his advisory role, he manages a rental property in Danville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is known for its large retail advisor and branch network and offers fiduciary advisory services alongside trust, lending, and mutual fund capabilities.

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

Series 66

Danville, IL

LPL Financial

Jarron Fleming is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at Shore Wealth Management since 2024 and has prior experience in education at multiple institutions, including Franklin University and Danville Area Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a wide range 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) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Douglas I

Series 63, Series 66

Danville, IL

LPL Enterprise

Douglas Ireland is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and The Prudential Insurance Company of America. Ireland is the owner of Ireland Financial Partners and Ireland Insurance and Accounting Group, which provide financial advisory and insurance services. LPL Enterprise delivers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Dean S

CFP®, Series 63

Danville, IL

LPL Financial

Dean Shore is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks LLC and Fidelity Brokerage Services LLC, and he has operated Shore Wealth Management since 2016. He serves as president of CASA of Vermilion County and is a member of the finance committee for the Danville Metropolitan Exposition Auditorium and Office Building Authority. 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 delivers services through 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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Lucas M

Series 66

Danville, IL

Morgan Stanley

Lucas Moriarty is a financial advisor at Morgan Stanley with a Series 66 designation and experience beginning in 2023. Prior to joining Morgan Stanley in 2024, he worked at the Ware Group and has held positions at several country clubs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations.

General estate planning guidance
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Karla G

Series 66

Danville, IL

Raymond James & Associates

Karla Gifford is a financial advisor with Raymond James & Associates in Danville, IL, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Dean H

Series 66

Fithian, IL

Thrivent Investment Management

Dean Hull is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as an Elder and member of the Board of Parish Life at Immanuel Lutheran Church, supporting the pastor and congregational care. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account programs while keeping these services distinct.

Business ownership considerations
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Stacey I

Series 66

Danville, IL

LPL Enterprise

Stacey Ireland is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Enterprise, she worked at Raymond James & Associates, Inc. for 16 years and has held roles at several other firms. Outside of her advisory work, Stacey is involved in property and casualty insurance sales and tax preparation through her Ireland Insurance & Accounting Group, and she also serves as a part-time educator on insurance topics. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with a broad range of securities and insurance products available through its affiliated broker-dealer and insurance agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Keith S

Series 63, Series 66

Danville, IL

LPL Financial

Keith Souza is a financial advisor with LPL Financial in Danville, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. 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 additional product offerings such as insurance and annuities.

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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Lesley S

Series 63, Series 65

Danville, IL

LPL Financial

Lesley Shore is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Outside of her advisory role, she operates Shore Wealth Accounting & Tax Services, LLC. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with a broad suite of financial products and 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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Devan F

Series 63, Series 65

Danville, IL

LPL Financial

Devan Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. for six years. Outside of advising, he is a business owner of Fox Venue LLC. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse 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) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Aaron I

CFP®, Series 66

Danville, IL

Edward Jones

Aaron Immke is a CFP® professional with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Windy Hill Ag, LLC, First Savings Bank of Danville, and Longview Bank & Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Marcus P

CFP®, Series 66

Danville, IL

Edward Jones

Marcus Provost is a CFP® professional with 16 years of industry experience. He has been with Edward Jones since 2009 in Danville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Chris K

Series 66

Danville, IL

Raymond James & Associates

Chris Kittell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2006. Kittell serves as an advisory board member for the Danville Police and Fire Pension Investment Funds, a mayor-appointed position involving oversight of pension plan administrative matters. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through a combination of non-discretionary advisory services and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tanya F

Series 66

Danville, IL

Edward Jones

Tanya Flannery is a financial advisor with Edward Jones in Danville, IL, holding a Series 66 designation and with two years of industry experience. She has worked with Edward Jones since 2002. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 63, Series 65

Danville, IL

LPL Financial

Eric Shore is a financial advisor with LPL Financial in Danville, Illinois, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC for five years. Shore also operates Shore Wealth Accounting & Tax Services, LLC, providing tax-related services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a broad range of investment solutions, 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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