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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

15 advisors near 61356

Out of 400,000+ nationwide

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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of industry experience. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, and Northwestern Mutual Investment Services, among others. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside financial and estate-planning services. The firm employs customized portfolios using proprietary investment models and provides ongoing financial planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Stephen B

Series 63, Series 65

Princeton, IL

Kestra Advisory

Stephen Bouslog is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Kestra Advisory since 2017 and previously at Wfg Investments. Bouslog serves as president of CAMS Real Estate, Inc. and is a board member of the Bureau County Historical Society. He also serves as president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

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

CFP®, Series 66

Princeton, IL

Kestra Advisory

Ian Legner is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Sterling Land Company and Kestra Investment Services, LLC. He serves on the board of the Princeton Public Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a wide range of investors, including large institutional clients.

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

Series 66

Princeton, IL

Edward Jones

Tracy Robbins is a financial advisor at Edward Jones in Princeton, IL, holding a Series 66 designation with nine years at Edward Jones and a prior 19-year career at State Farm Insurance. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Steven B

Series 63, Series 66

Princeton, IL

Thrivent Investment Management

Steven Becker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Becker serves as a trustee for the Kewanee Community Fire Department, where he assists with budgeting, auditing, and operational oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs through a consolidated billing option.

Business ownership considerations
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Ryan B

CFP®, Series 66

Princeton, IL

Edward Jones

Ryan Blume is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016, working out of Princeton, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Louis W

Series 63, Series 66

Hennepin, IL

LPL Financial

Louis Wasilewski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Centers Of America, Inc. from 2014 to 2017. Wasilewski also serves as an independent agent offering life, disability, and long-term care insurance as well as fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

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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Tucker N

Series 66

Princeton, IL

Edward Jones

Tucker Nichols is a financial advisor with Edward Jones in Princeton, Illinois, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mike Nichols State Farm and Kurt Lenschow State Farm. 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 programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Joshua S

Series 66

Tiskilwa, IL

Edward Jones

Joshua Smucker is a financial advisor with Edward Jones based in Tiskilwa, IL. He holds a Series 66 designation and has 16 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and services through a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary advisory programs under a fiduciary standard.

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

Series 63, Series 66

Princeton, IL

Edward Jones

Chris Kieffer is a financial advisor with Edward Jones in Princeton, Illinois, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Kieffer serves as president of Princeton Ambassadors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branches.

General retirement planning Income planning Retired Founder/Business Owner Executive
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Paul B

Series 66

Princeton, IL

Edward Jones

Paul Brandenburg is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2021, he held positions at Rousselot, Colony Brands, and several government and environmental organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm has approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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