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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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Jeffrey P

Series 63, Series 66

North Bend, NE

Cambridge Investment Research Advisors

Jeffrey Peters is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to joining Cambridge in 2016, he worked at D.A. Davidson & Co. and Smith Hayes Advisers. He is also involved with Peters Wealth Management, where he serves as an investment adviser representative. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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James G

Series 66

North Bend, NE

LPL Financial

James Gilbert is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2020 and has been involved with Securus, Inc. and Securities America Advisors Inc. since 1999. 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 solutions supported by an in-house Research team and a broad 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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