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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

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Brent F

Series 63, Series 65

Monticello, FL

Primerica Advisors

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert D

Series 63, Series 66

Monticello, FL

Edward Jones

Robert Davison is a financial advisor with Edward Jones in Monticello, Florida, holding Series 63 and Series 66 credentials and with 35 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as President of the Monticello/Jefferson County Chamber of Commerce, is a Committeeman for the Republican Party of Jefferson County, and acts as Secretary for the Kiwanis Club of Monticello. 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 wide range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Brian U

Series 63, Series 65

Tallahassee, FL

Ameriprise

Brian Urban is a financial advisor with Ameriprise in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at LPL Financial, Capital City Banc, and INVEST Financial Corporation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Trent R

Series 66

Monticello, FL

Edward Jones

Trent Roberts is a financial advisor with Edward Jones in Monticello, FL, holding a Series 66 designation. He operates within a large institution known for its extensive network and broad client base. 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 investment strategies and affiliated services under a fiduciary standard.

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