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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 75862

Out of 400,000+ nationwide

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Chester H

Series 63, Series 65

Trinity, TX

Ameritas Advisory Services, LLC

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a long tenure at Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2002. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Trevor M

CFP®, Series 66

Trinity, TX

Edward Jones

Trevor McCarley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior roles include positions at LPL Financial, JayKay Wealth Advisors, Wells Fargo Bank, and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a co-owner of a family timber property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing Intergenerational Families
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Don E

Series 63, Series 65

Trinity, TX

Edward Jones

Don Evans is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he has involvement in oil and gas royalties in Lake Charles, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

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