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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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Patricia O

Series 63, Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Patricia Omalley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Abilene, Kansas. She holds Series 63 and Series 66 licenses and has 34 years of industry experience, including over a decade at Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Amanda C

Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Amanda Cormack is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she serves as a substitute pianist and preacher at the First United Methodist Church of Abilene. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Bryce K

CFP®, Series 66

Abilene, KS

Edward Jones

Bryce Koehn is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, working out of Abilene, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey H

CFP®, Series 63, Series 66

Abilene, KS

Ameriprise

Jeffrey Hoover is a CFP® professional with 30 years of industry experience, currently serving at Ameriprise since 2013. He holds Series 63 and Series 66 licenses and is based in Abilene, KS. Hoover is also involved in fiduciary activities as a trustee. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies, primarily for clients with assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nicole P

ChFC®, Series 66

Junction City, KS

Edward Jones

Nicole Printz is a financial advisor at Edward Jones in Junction City, KS, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2016, she worked at Nuance Transcription Services for five years. Outside of advisory work, she owns a small part-time photography business providing portraits and serves as managing member of NJP, LLC, overseeing a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated services including a trust company, mutual funds, and securities-based lending.

Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Travis S

Series 66

Abilene, KS

LPL Financial

Travis Sawyer is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, he has served as a trustee in a fiduciary capacity and participated in local community organizations such as the City of Abilene Planning Commission and the Abilene Area Chamber of Commerce. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Diana M

CFP®, Series 66

Abilene, KS

Ameriprise

Diana Miller is a CFP® and Series 66-registered advisor with Ameriprise in Abilene, Kansas, bringing 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she serves as Treasurer on the Junior League board and is a member of the St. Andrews School Board Council. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ann S

Series 63, Series 65

Abilene, KS

LPL Financial

Ann Strunk is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Waddell & Reed, INC. and various insurance carriers. Outside of her advisory role, she has been involved with the Abilene Lions Club and Abilene Parks and Recreation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Anita M

Series 66

Enterprise, KS

Ameriprise

Anita Miller is a Series 66-licensed financial advisor with Ameriprise in Enterprise, Kansas, bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 1998. Outside of her advisory role, she serves on the boards of the Community Foundation of Dickinson County and the Memorial Health System Foundation, and is involved in co-owning and managing local business ventures. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Angela H

Series 66

Abilene, KS

Ameriprise

Angela Holt is a financial advisor with Ameriprise in Abilene, Kansas, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Holt serves on the Board of Directors for the Dickinson County 4-H Foundation and co-owns First Street Management Group, LLC. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven, tax-efficient strategies with algorithmic tools and personalized recommendations delivered through a centralized consulting team.

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