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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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Jared T

Series 63, Series 65

Pana, IL

Trexler Financial Advisors LLC

Jared Trexler is a financial advisor with Trexler Financial Advisors LLC in Pana, Illinois, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC before founding his current firm in 2018. In addition to his advisory role, he is a CPA and vice president at Trexler & Company, P.C., where he performs general accounting and tax return duties. Trexler Financial Advisors is an independent, state-registered investment adviser offering discretionary investment management and financial planning. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities, integrating tax preparation services through its affiliated CPA firm as part of its wealth management offering.

Cash flow / budgeting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Chad S

CFP®, Series 66

Pana, IL

Commonwealth Financial Network

Chad Sutton is a CFP® professional with 19 years of industry experience, currently serving at Commonwealth Financial Network since 2017. He previously worked at Investment Centers of America for 11 years and is the owner and CEO of Endurance Capital. Outside of his advisory work, Sutton coaches junior high cross country and track in Taylorville, IL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who offer customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kristen H

Series 66

Pana, IL

Commonwealth Financial Network

Kristen Hartman is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2018. Prior to that, she spent 19 years at Dieterich Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, trading, technology, investment management, and compliance platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley A

CFP®, Series 66

Nokomis, IL

OSAIC

Bradley Arndt is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked with Securities America Advisors and First National Bank of Nokomis. Outside of his advisory role, Arndt volunteers with the New Life Pregnancy Center and serves as an archery instructor for a local 4-H shooting sports program. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charities. The firm utilizes a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization, and offers access to a wide range of investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Jessica F

CFP®, Series 66

Pana, IL

Edward Jones

Jessica Fritcher is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked at Wells Fargo Advisors and has experience outside finance in pharmacy and restaurant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Travis M

ChFC®, Series 66

Taylorville, IL

Edward Jones

Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Jaclyn D

Series 66

Taylorville, IL

Equitable Advisors

Jaclyn Deem is a financial advisor with Equitable Advisors in Taylorville, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2005 and was affiliated with Axa Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored services based on clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kerri A

Series 66

Taylorville, IL

Edward Jones

Kerri Austwick is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones continuously since 2008. Austwick owns the building where her Edward Jones office is located. 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 with a broad network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Nicole H

Series 66

Taylorville, IL

Edward Jones

Nicole Helm is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at firms including Rockton Software, State Farm, and Hobby Lobby. Outside of her advisory role, she is involved with Wipe Wear, LLC, a product business based in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies. The firm has a large nationwide presence with over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Bradley D

ChFC®, Series 63, Series 65

Taylorville, IL

Edward Jones

Bradley Davis is a financial advisor at Edward Jones in Taylorville, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Edward Jones since 2001. 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, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Blaine L

CFP®, Series 66

Taylorville, IL

Edward Jones

Blaine Lacy is a CFP® professional at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is a member and registered agent of L&M Capital Solutions LLC, a real estate business based in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Benjamin M

CFP®, Series 66

Pana, IL

Edward Jones

Benjamin Moore is a CFP®-certified financial advisor with 10 years of industry experience, currently serving clients at Edward Jones since 2015. He holds a Series 66 license and is based in Pana, IL. Outside of his advisory work, he owns an office building that he leases to other Edward Jones financial advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Blake D

CFP®, Series 66

Taylorville, IL

Edward Jones

Blake Davis is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as a board member of the Gridiron Club Inc. in Taylorville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles H

CFP®, Series 63

Taylorville, IL

CSH Investment Management

Charles Henry is a CFP® with 28 years of industry experience. He has been with CSH Investment Management since 2014 and has longstanding roles at CSH Properties Inc. and H&R Block. In addition to his advisory work, he serves as president of CSH Holdings Inc., managing tax and accounting franchises. CSH Investment Management provides portfolio management and investment advisory services to individual clients, including high-net-worth households. The firm manages approximately $67.2 million in assets across about 290 client accounts and emphasizes fee transparency through detailed reporting.

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Robbie J

Series 65, Series 66

Taylorville, IL

CSH Investment Management

Robbie Johnson is a financial advisor at CSH Investment Management with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Tax Tech from 2016 to 2019. CSH Investment Management provides investment advisory and portfolio management services to individual clients, including high-net-worth households, managing approximately $67.2 million in assets across about 290 client accounts. The firm emphasizes fee transparency by documenting calculated fees on custodial statements and offering clients detailed itemized fee breakdowns upon request.

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