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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

7 advisors near 63775

Out of 400,000+ nationwide

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Kendra T

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Kendra Troncale is a financial advisor at Thrivent Investment Management with 27 years of industry experience. She has held her current roles at Thrivent Investment Management Inc and Thrivent Financial for Lutherans since 2002. She holds Series 63 and Series 66 designations. 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 planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Tristin J

Series 66

Perryville, MO

LPL Enterprise

Tristin Johnson is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Peoples Community Bank. His background also includes roles outside finance, such as positions at Southeast Missouri University and Greenville High School. LPL Enterprise provides 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 portfolios, and third-party asset management programs, combining advisory and brokerage services under one platform.

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

Series 63, Series 66

Perryville, MO

Edward Jones

Keith Lorenz is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Shane G

Series 66

Perryville, MO

Thrivent Investment Management

Shane Galeski is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Proctor & Gamble and Toyoda Gosei. Outside of his advisory role, he serves as a firefighter with the Perryville Fire Department. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
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Clay E

Series 63, Series 66

Perryville, MO

Thrivent Investment Management

Clay Eubanks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 certifications and over 18 years of combined experience, including a 15-year tenure at Procter and Gamble. He has been with Thrivent and its related entities continuously since 2020. 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 planning that covers a wide range of financial topics and allows clients to integrate planning with managed-account programs without discretionary trading authority.

Business ownership considerations
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Annette C

Series 63, Series 66

Perryville, MO

Edward Jones

Annette Coke Staggs is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Perryville, MO

Edward Jones

Christopher Mudd is a financial advisor with Edward Jones in Perryville, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Mudd serves as a member of Perryville Development Corp., a nonprofit organization focused on providing real estate for economic development in the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and services. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities including trust services and proprietary mutual funds.

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