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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

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Bradley K

CFP®, Series 63

Bolivar, TN

Kessler Planning Group

Bradley Kessler is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Kessler Planning Group. He previously worked at Silver Oak Securities and Jaffe Financial Services. He is also a licensed insurance agent. Kessler Planning Group provides ongoing portfolio management and standalone financial planning primarily for individual and high-net-worth clients. The firm uses a mix of fundamental analysis, modern portfolio theory, quantitative and technical techniques with a long-term trading approach, managing discretionary portfolios that typically include mutual funds, ETFs, equities, fixed income, and annuities.

Annuities
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Megan R

Series 66

Bolivar, TN

Edward Jones

Retirement income strategy Divorce financial planning General retirement planning
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