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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

11 advisors near 26201

Out of 400,000+ nationwide

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William T

ChFC®, Series 63

Buckhannon, WV

CreativeOne Securities, LLC

William Thomas is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, he is president and co-owner of Down Under, a private club, and serves as a trustee for Chapel Hill United Methodist Church. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios through an affiliated RIA platform.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Jason B

Series 63, Series 65

Weston, WV

The huntington Investment company

Jason Beveridge is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, and WesBanco Securities. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting and tax-management overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Kolby A

CFP®, Series 66

Buckhannon, WV

J.P. Morgan Securities

Kolby Abruzzino is a CFP® with five years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First United Bank & Trust, Cetera, and Abruzzino Wealth Management Inc. He has also worked with the Genesis Youth Crisis Center Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Tiffany E

Series 66

Weston, WV

Edward Jones

Tiffany Elliott is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2019 and also operates a vacation rental business, managing guest reservations and property upkeep in Elkins, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a broad range of investment advisory programs and maintaining significant retail advisor and branch coverage.

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

Series 66

Buckhannon, WV

Edward Jones

Carter Glover is a financial advisor at Edward Jones in Buckhannon, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at Food Lion and Goodwill Industries. 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 discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 advisors.

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

ChFC®, Series 63, Series 66

Buckhannon, WV

Edward Jones

Lisa Cain is a financial advisor with Edward Jones in Buckhannon, WV, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Amanda R

Series 63, Series 66

Buckhannon, WV

J.P. Morgan Securities

Amanda Reese is a financial advisor with J.P. Morgan Securities. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining J.P. Morgan, she worked at Lockwood Law Office and the Child Development Center of North Central WV. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary wealth management alongside affiliated brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Thomas N

CFP®, ChFC®, Series 66

Weston, WV

Edward Jones

Thomas Newbrough is a CFP® and ChFC® with 10 years of experience in financial advising, currently with Edward Jones since 2015. He holds a Series 66 license. 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, offering a range of advisory programs, investment strategies, and affiliated services through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Oil & Gas Women Professionals Mid-Career Professionals
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Daniel A

Series 63, Series 66

Buckhannon, WV

J.P. Morgan Securities

Daniel Afzalirad is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank and University Village Apartments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Brendan C

Series 66

Buckhannon, WV

Edward Jones

Brendan Cain is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Duquesne University and the Upshur County Development Authority. Outside of his advisory work, he was involved with the Elkins Otters Swim Team and Randolph Area YMCA for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management ESG / Sustainable investing Founder/Business Owner
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Emily M

Series 66

Weston, WV

Edward Jones

Emily Miller is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2017 and previously worked for Ramsey Associated Petroleum, Inc. outside the financial sector. She has an interest in the oil and gas industry through a royalty interest in Diversified Oil & Gas. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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