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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

19 advisors near 47591

Out of 400,000+ nationwide

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Darwin L

CFP®, ChFC®, Series 63, Series 66

Vincennes, IN

Lindsey Wealth Management

Darwin Lindsey is the principal of Lindsey Wealth Management, an independent registered investment adviser based in Vincennes, IN. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Since founding Lindsey Wealth Management in 2014, he has also worked as an independent insurance agent offering life, disability, and long-term care insurance. Lindsey Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm emphasizes customized advice through one-on-one interviews and written investment policy statements, using diversified portfolios primarily composed of exchange-traded funds and model portfolios with tactical asset allocation and ongoing monitoring.

Options & derivatives strategies Factor investing / smart beta Tax-loss harvesting Retirement income strategy General estate planning guidance
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Brian B

Series 66

Vincennes, IN

KCPAG Financial Advisors LLC

Brian Bouillet is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2008 and has also held roles with Securities America, Inc., KCPAG Insurance Services LLC, and Kemper Capital Management LLC. Outside of finance, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients by providing personalized financial planning, discretionary asset management, and retirement plan consulting. The firm employs a combination of fundamental analysis and trading strategies while offering access to institutional model portfolios and third-party advisory platforms.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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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Philip D

Series 63, Series 65

Lawrenceville, IL

Edward Jones

Philip David is a financial advisor at Edward Jones with 34 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Edward Jones since 1993. Outside of his advisory work, he is involved in oil production and owns several local businesses, including a car wash and real estate ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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David S

Series 63, Series 66

Vincennes, IN

Edward Jones

David Skinner is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 66 licenses and totaling 44 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1981. Outside of his advisory work, Skinner serves as president of the Vincennes School Building Corporation, overseeing bond financing and related financial decisions. 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 wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Vincennes, IN

Edward Jones

Leslie Funk is a financial advisor at Edward Jones with three years of industry experience. Prior to rejoining Edward Jones in 2023, Leslie worked there from 2017 to 2023 and held positions at Boyd & Company and First Financial Bank. Leslie holds a Series 66 designation. 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. 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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Tyler V

CFP®, Series 66

Vincennes, IN

Edward Jones

Tyler Vieke is a CERTIFIED FINANCIAL PLANNER™ 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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Matthew P

Series 63, Series 66

Lawrenceville, IL

Raymond James Financial

Matthew Pargin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2005. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jack S

Series 66

Vincennes, IN

Edward Jones

Jack Skinner is a financial advisor at Edward Jones in Vincennes, Indiana, holding a Series 66 designation with seven years of industry experience. His prior work includes a brief role with Alpha Tau Omega and a student position before joining Edward Jones in 2017. 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 under management 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 General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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John T

ChFC®, Series 63

Vincennes, IN

LPL Enterprise

John Thomas is a financial advisor with LPL Enterprise, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for over three decades. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard D

Series 63

Vincennes, IN

Ameriprise

Richard Dobbyn is a financial advisor with Ameriprise in Wheatland, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a farm that rents land for corn, soybean, and wheat sharecropping. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

PFS™, Series 63, Series 66

Vincennes, IN

Cetera

Dirk Yoder is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has been with Cetera since 2008 and has operated his own CPA firm since 1983. In addition to his advisory work, he owns and manages a CPA firm in Vincennes, IN. 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 a combination of advisor-managed accounts, model portfolios, and third-party 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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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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Tandy H

Series 66

Lawrenceville, IL

Edward Jones

Tandy Hughes is a Series 66 licensed financial advisor with Edward Jones in Lawrenceville, IL, bringing 14 years of experience with the firm. Hughes has been with Edward Jones since 2012. 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 and investment solutions, managing approximately $1.01 trillion in assets through 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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John H

Series 66

Lawrenceville, IL

Edward Jones

John Hubbard is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in educational administration and served in the Indiana National Guard for eleven years. Outside of his advisory role, he serves as Post Commander for VFW Post 4226 and is a board member of the Carle Health Center for Philanthropy, assisting in local healthcare fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Dana W

Series 63, Series 65

Vincennes, IN

Edward Jones

Dana Worland is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of over 23,700 financial advisors across 15,000+ branches nationwide.

Retirement income strategy Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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George A

CFP®, Series 66

Vincennes, IN

Edward Jones

George Ansloan is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Ansloan works as a music DJ in Evansville, Indiana. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans
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