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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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Kyle I

Series 66

Two Harbors, MN

Cetera

Kyle Imholte is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has held roles at various firms including Avantax and 1st Global, and currently works with Haga Kommer, Ltd, a CPA firm where he provides accounting, tax, and consulting services. Imholte is also managing partner at Imholte Financial, LLC and serves as a financial advisor with HK Wealth Management LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and firm-sponsored investment solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jacob M

Series 66

Two Harbors, MN

Edward Jones

Jacob Marxhausen is a financial advisor with Edward Jones in Two Harbors, MN, holding a Series 66 credential and bringing 17 years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Prudential Insurance Co of America, SSC Corporation, and Wells Fargo Advisors. Outside of his advisory work, he serves as a volunteer fireman with the Amery Fire Department in Wisconsin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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