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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

5 advisors near 49247

Out of 400,000+ nationwide

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Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Retirement income strategy Options & derivatives strategies Wealth management
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Thomas M

Series 63, Series 66

Pioneer, OH

Thrivent Investment Management

Thomas Mackinnon is a financial advisor with Thrivent Investment Management in Pioneer, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior firms include JP Morgan Securities, LPL Financial, Empower Financial Services, and Raymond James Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial plans covering topics such as retirement, estate, and tax planning, with the option to combine planning recommendations with managed-account services under a consolidated billing program.

Business ownership considerations
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Michelle J

ChFC®, Series 66

Hudson, MI

Edward Jones

Michelle Jedele is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Hibu Inc for 20 years. Outside of her advisory role, she coordinates marketing efforts for the Lenawee Community Chorus and works in advertising sales for Simply Hers magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Russell D

CFP®, Series 63

Adrian, MI

Cetera

Russell Dempsey is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of his advisory work, he is president of a CPA firm and serves as an advisory board member for Maya Indian Mission, Inc., a nonprofit organization. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm employs a combination of advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Michael D

CFP®, Series 63

Adrian, MI

Cetera

Michael Dempsey is a CFP® professional with 24 years of experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of advisory work, he is a shareholder at Dempsey & Dempsey, P.C., a CPA firm he has been involved with since 1994. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by proprietary model portfolios and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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