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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

4 advisors near 58854

Out of 400,000+ nationwide

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Shilo C

Series 66

Watford City, ND

LPL Financial

Shilo Chavez is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Michael A Lucy American Family Insurance. Chavez serves as a city council member for Watford City, ND. 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 investment 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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Douglas R

CFP®, Series 66

Watford City, ND

Edward Jones

Douglas Rolfson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including roles at Kinder Morgan and Lite Form Construction. Outside of his advisory work, he is involved with a family trust that holds oil royalties in Watford City, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a large 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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Erin G

Series 66

Watford City, ND

Edward Jones

Erin George is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and First International Bank & Trust. In addition to her advisory role, she is involved in accounting through East Rock Accounting and Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

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

Series 66

Watford City, ND

Raymond James Financial

Matthew Schultz is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Investment Centers of America. Schultz is president of Schultz Advisors Group LLC, which owns his book of business, and also operates under the Midwest Wealth brand. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and a range of implementation options supported by firm research and outside managers.

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