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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

17 advisors near 47567

Out of 400,000+ nationwide

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Lisa C

Series 63, Series 66

Velpen, IN

Champion Financial Inc.

Lisa Clark is a financial advisor at Champion Financial Inc. in Velpen, Indiana, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Champion Financial since 2011. Champion Financial, Inc. is an independent registered investment adviser serving individual and high-net-worth clients through financial coaching, investment, and financial planning. The firm emphasizes broad diversification based on Modern Portfolio Theory and the Efficient Market Philosophy, providing asset allocation recommendations and monitoring while outsourcing portfolio management and custody to a third party.

General retirement planning Income planning Long-term care insurance
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Clifford Y

ChFC®, Series 63, Series 66

Vincennes, IN

Cwm, Llc

Clifford York is a financial advisor with CWM, LLC in Vincennes, IN, holding a ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Cetera Advisor Networks LLC and LPL Financial. York serves as a board member on the marketing committee for Knox County Development Corp and provides notary services. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and leverages in-house models, third-party sub-advisors, and technology partners.

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Andrew E

CFP®, Series 66

Vincennes, IN

Kestra Advisory

Andrew Ellermann is a CFP® with 20 years of industry experience. He currently serves as an advisor at Kestra Advisory and Kestra Investment Services, LLC, having joined in 2023 after 14 years at LPL Financial and Old National Bank. Ellermann is also active in his community, serving on the boards of two local nonprofit organizations, Helping His Hands and the South Knox Education Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, supporting recommendations with thorough due diligence and serving clients that include large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Eric B

CFP®, Series 63, Series 66

Washington, IN

Edward Jones

Eric Bassler is a CFP® with 25 years of experience in financial advisory services, currently with Edward Jones. He has been with the firm since 2000. Outside of his advisory role, he serves as a State Senator in Indiana and holds board positions with the Heart of City organization and the Wabash Valley Correctional Facility advisory board. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Troy S

CFP®, Series 63, Series 65

Washington, IN

OSAIC

Troy Stoll is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Outside of his advisory role, he is the treasurer and a board member of Sandborn First Christian Church and owns a sole proprietorship providing bookkeeping and financial statement preparation services. He also operates a firearms transfer business as a hobby. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers who serve a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Tyler V

CFP®, Series 66

Vincennes, IN

Edward Jones

Tyler Vieke is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management 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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Sarah B

Series 63, Series 66

Washington, IN

Edward Jones

Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Grant S

Series 63, Series 66

Washington, IN

Edward Jones

Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Alex K

Series 66

Washington, IN

LPL Financial

Alex Knepp is a financial advisor with LPL Financial in Washington, Indiana, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and also has a longstanding affiliation with German American Bank beginning in 2002. Knepp serves on the Barr-Reeve School Board, a nonprofit position he has held since 2017. LPL Financial provides advisory and brokerage services to a diverse range of clients including individuals, retirement plans, institutions, and high-net-worth households. The firm offers multiple investment delivery options supported by an in-house research team, combining large-scale advisory operations with a variety of product offerings and service capabilities.

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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Nathan R

Series 66

Washington, IN

LPL Financial

Nathan Raber is a Series 66-licensed financial advisor with LPL Financial, based in Washington, Indiana, and has one year of industry experience. Prior to joining LPL Financial and German American Bancorp in 2025, he worked in various educational roles from 2015 to 2024. He is also involved with German American Investment Services Group, a DBA related to his LPL business. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and charities. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

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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Kristin M

CFP®, Series 66

Washington, IN

Edward Jones

Kristin Miles is a CFP®-certified financial advisor with Edward Jones, based in Washington, IN, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at AES Corporation for nine years. She serves as a board member for both Daviess Community Hospital and the Daviess County Alcoholic Beverage Commission. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Kendall V

Series 66

Vincennes, IN

Edward Jones

Kendall Vieke is a financial advisor with Edward Jones in Vincennes, Indiana, holding a Series 66 designation and eight years of industry experience. His work history includes multiple periods at Edward Jones, with other roles at Princeton One and the Country Club of Old Vincennes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Timothy V

Series 63

Vincennes, IN

Edward Jones

Timothy Vieke is a financial advisor with Edward Jones in Vincennes, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he is a member of Cypress Hills Golf Club LLC, a golf course business in Vincennes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

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

ChFC®, Series 66

Washington, IN

Edward Jones

Tara Parsons is a financial advisor with Edward Jones in Washington, IN, holding a ChFC® designation and a Series 66 license. She has 19 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory work, she is involved in managing rental property through LLCs. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Scott C

Series 66

Washington, IN

Edward Jones

Scott Cordova is a financial advisor with Edward Jones in Washington, Indiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an offensive line football coach for Washington Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and is notable for its large nationwide advisor network and affiliated financial services beyond traditional advisory offerings.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Douglas B

Series 66

Washington, IN

Edward Jones

Douglas Bubalo is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary 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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Thomas W

Series 66

Petersburg, IN

Edward Jones

Thomas Willis is a financial advisor with Edward Jones in Petersburg, IN, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Willis is involved in family business activities including management roles in real estate and farming entities. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, investment products, and affiliated services through a large nationwide network of financial advisors and branch offices.

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