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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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Mark W

Series 65

Oscoda, MI

Brookwood Financial Services

Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.

Options & derivatives strategies Real estate investing Annuities Wealth management General tax planning
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Allison M

Series 63, Series 65

Oscoda, MI

The huntington Investment company

Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Warren B

Series 63, Series 66

East Tawas, MI

LPL Enterprise

Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark S

Series 63, Series 66

Oscoda, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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Mary G

CFP®, Series 66

East Tawas, MI

Edward Jones

Retirement income strategy Wealth management
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Sheila M

Series 66

Tawas City, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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Savannah B

Series 66

East Tawas, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Dustin C

Series 63, Series 65

Oscoda, MI

PNC Wealth Management

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Joseph B

Series 63, Series 65

East Tawas, MI

Edward Jones

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