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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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Jesse H

Series 66

Sunnyside, WA

Hernandez Financial

Jesse Hernandez is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has operated Hernandez Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 1999. Hernandez also maintains an active insurance brokerage role, selling non-variable insurance products. Hernandez Financial serves primarily individual clients, including middle-income households, high-net-worth individuals, and business clients, offering financial planning and discretionary portfolio management. The firm builds customized portfolios using a mix of general securities, mutual funds, ETFs, and government securities, employing tools such as Riskalyze and Morningstar for risk and fund analysis.

General tax planning General retirement planning Wealth management
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Thomas W

CFP®, PFS™

Sunnyside, WA

White & Company Financial Planning, Inc.

Thomas White is a CERTIFIED FINANCIAL PLANNERâ„¢ and Personal Financial Specialistâ„¢ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Misti W

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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James P

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Gregory V

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Brian B

Series 63, Series 65, Series 66

Sunnyside, WA

Edward Jones

Brian Bliesner is a financial advisor with Edward Jones in Sunnyside, WA, holding Series 63, 65, and 66 licenses and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advisory work, he is part owner of Snipes Mountain Restaurant, a family business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Prosser, WA

Edward Jones

Maloree Kilian is a financial advisor with Edward Jones in Prosser, WA, holding CFP® and Series 66 designations and having three years of industry experience. Prior to joining Edward Jones, she worked in education at Sunnyside School District and Hermiston School District and taught at Eastern Oregon University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Christina V

Series 66

Prosser, WA

Edward Jones

Christina Viera is a financial advisor at Edward Jones in Prosser, Washington, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Umpqua Bank and Columbia Bank, as well as ownership of Viera's Bakery and Deli, LLC, a business she has overseen since 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Landra M

Series 66

Prosser, WA

Ameriprise

Landra Macy is a financial advisor with Ameriprise in Prosser, WA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. She serves on the Board of Directors for the Princess Theatre in Prosser. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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