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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

Advisors near 47203

Out of 400,000+ nationwide

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Jimmy K

Series 63, Series 65

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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John E

Series 63

Columbus, IN

Kessler Investment Group, LLC

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Cheryl M

Series 66

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Craig K

Series 63, Series 66

Columbus, IN

Kessler Investment Group, LLC

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Matthew R

Series 65

Columbus, IN

Kessler Investment Group, LLC

Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Bryce F

Series 65

Columbus, IN

SMI Advisory Services, LLC

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Passive / index investing Active portfolio management Private / alternative investments
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Brian M

Series 65

Columbus, IN

SMI Advisory Services, LLC

Brian Mondics is a financial advisor at SMI Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has previously worked at Higher Level Financial Services LLC and Accuray. SMI Advisory Services manages approximately $949 million in discretionary assets, serving mostly non–high‑net‑worth individual investors through separately managed accounts and a family of open-end mutual funds. The firm uses quantitative, mechanical analysis and momentum-based algorithms to construct portfolios and simultaneously manages its own mutual funds while advising investment company clients.

Passive / index investing Active portfolio management Private / alternative investments
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Margaret K

CFP®

Columbus, IN

Kirr, Marbach & Company, LLC

Margaret Kamman is a CFP® professional with eight years of experience, currently serving at Kirr, Marbach & Company, LLC since 2018. Prior to joining the firm, she worked at Cummins Engine Business and Cummins Emissions Solutions. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans and a registered investment company. The firm employs a long-term, value-oriented equity strategy across market capitalizations and utilizes defined-maturity ETFs for fixed income allocations.

Active portfolio management Concentrated stock management Passive / index investing
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Sandra M

Series 65

Columbus, IN

SMI Advisory Services, LLC

Sandra Morrison is a financial advisor at SMI Advisory Services, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Unified Financial Securities since 2014 while also being with SMI Advisory Services since 2011. SMI Advisory Services manages approximately $949 million in discretionary assets, serving over 1,000 clients primarily composed of non–high‑net‑worth individuals. The firm employs quantitative and momentum-based strategies derived from the Sound Mind Investing newsletter and manages portfolios through separately managed accounts and a family of open-end mutual funds.

Passive / index investing Active portfolio management Private / alternative investments
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Paul W

CFP®, CFA®, Series 63

Columbus, IN

SMI Advisory Services, LLC

Paul Wilkin is a CFP®, CFA®, and Series 63 licensed financial advisor with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Hammond Associates since 2005. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm applies quantitative, mechanical analysis and momentum-based algorithms to portfolio construction and manages both separately managed accounts and a family of mutual funds.

Passive / index investing Active portfolio management Private / alternative investments
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