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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 65084

Out of 400,000+ nationwide

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Lorraine M

Series 66

Gravois Mills, MO

LPL Financial

Lorraine Myers is a financial advisor at LPL Financial with a Series 66 designation and over a decade of industry experience. Her prior roles include positions at Stifel, the County of Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). She is also a commissioned Public Notary in the state of Colorado. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

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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Robin Y

ChFC®, Series 63, Series 66

Eldon, MO

Edward Jones

Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Young is involved in several community and nonprofit activities, including serving as Chairman of the University of Missouri Extension Board, President of the FMC Foundation, and volunteering with Our Father’s Table soup kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

CFP®, Series 63, Series 66

Eldon, MO

LPL Financial

Chalee Crouch is a CFP® professional with 22 years of industry experience, currently with LPL Financial since 2018. She has worked at INVEST Financial Corp since 2007 and has been associated with Central Bank since 1996. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.

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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Jacob S

Series 66

Versailles, MO

Edward Jones

Jacob Seidel is a financial advisor with Edward Jones in Versailles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Seidel is involved in cattle sales, raising, vaccinating, and selling cattle in Camdenton, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and a broad branch footprint.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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