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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

6 advisors near 24091

Out of 400,000+ nationwide

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Mark T

Series 63, Series 65

Indian Valley, VA

OneAscent Financial Services LLC

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020, and previously spent six years at Next Financial Group Inc. OneAscent Wealth Management is a team-based firm with nine advisors that provides wealth management services.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Jeremiah S

Series 65, Series 66

Riner, VA

LPL Financial

Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He is also involved with Seagle Financial Services LLC, a business entity used for tax and investment purposes. 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 variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive 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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Warner W

Series 66

Floyd, VA

LPL Financial

Warner Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

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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David C

Series 66

Floyd, VA

Edward Jones

David Cross is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Sweet Frog for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Patrick B

CFP®, Series 63

Floyd, VA

LPL Financial

Patrick Beauchamp is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Prior to his current roles, he worked at INVEST Financial Corp and Southern Farm Bureau Life Insurance Company. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of delivery options, including financial planning, model-portfolio advisory programs, and third-party asset management.

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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Richard S

Series 66

Woolwine, VA

Edward Jones

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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