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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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Micah M

Series 65

Summersville, WV

Legacy Advisors

Micah Mysiuk is a Series 65-licensed advisor at Legacy Advisors with two years of industry experience. His prior work includes roles at Charm City Capital, LLC and the University of Baltimore's Bob Parson Veteran Center. Legacy Advisors provides long-term portfolio management, retirement planning, and ongoing financial planning to individuals, families, small businesses, and trusts. The firm employs a risk-aware investment approach using ETFs, mutual funds, bonds, individual stocks, and options strategies, with a focus on both discretionary and non-discretionary management.

Options & derivatives strategies
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Corey B

Series 63, Series 66

Summersville, WV

United Brokerage Services, INC

Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.

Tax-loss harvesting Wealth management
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Steven T

Series 66

Mount Lookout, WV

Equitable Advisors

Steven Tisdell is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors, LLC. He is the managing partner of Licentia Financial, LLC, an entity he owns but does not actively use for business purposes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jeffrey R

Series 63, Series 66

Summersville, WV

Equitable Advisors

Jeffrey Rader is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of experience to his role. Prior to joining Equitable Advisors in 2021, he worked at West Virginia University and Ferguson Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing a range of advisory programs and third-party tools to tailor services to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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