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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

6 advisors near 98840

Out of 400,000+ nationwide

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Donna C

Series 63, Series 65

Omak, WA

J.P. Morgan Securities

Donna Cox is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Jose H

CFP®, Series 66

Okanogan, WA

Edward Jones

Jose Hernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Big Bend Community College and the Washington Apple Education Foundation. Outside of his advisory role, he is an owner and landlord of rental property in Omak, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Sasha M

Series 66

Omak, WA

J.P. Morgan Securities

Sasha Mc Ginn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Mc Ginn worked at Edward Jones for three years and was involved with Trout Lake Farm LLC and Allicor Inc from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Krysta H

Series 66

Omak, WA

Edward Jones

Krysta Hulse is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Hulse Holdings, Inc. and Genesis Church. In addition to her advisory work, she was involved with Bean Me Up Expresso for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by 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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Michael H

Series 66

Omak, WA

Edward Jones

Michael Hulse is a Series 66 licensed financial advisor with Edward Jones, based in Omak, Washington. He has two years of industry experience, including a prior role at The Home Depot. Outside of finance, he works as an independent contractor travel agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services while operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jessica H

Series 66

Omak, WA

Edward Jones

Jessica Harriman is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, she held positions in automotive-related businesses including Jess Auto Family, LLC. She is also involved as an Associate Market Partner with Monat, a direct sales company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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