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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

3 advisors near 67337

Out of 400,000+ nationwide

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Baylor M

Series 66

Coffeyville, KS

Edward Jones

Baylor Melchiori is a financial advisor with Edward Jones in Coffeyville, KS, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in landscape management and was involved with the YMCA of Norman. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Trevor W

Series 66

Coffeyville, KS

Edward Jones

Trevor Watson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at the Salina Country Club and FedEx. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

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

Series 66

Coffeyville, KS

Edward Jones

Brian Melchiori is a financial advisor at Edward Jones in Coffeyville, KS, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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