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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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Eaton M

CFP®, Series 63, Series 65

Blooming Prairie, MN

PlanWell Financial Guidance, LLC

Eaton Miller is a CFP®-certified financial advisor with 12 years of industry experience. He is the sole advisor at PlanWell Financial Guidance, LLC, where he has worked since 2018. Prior to that, he was with Superior Financial LLC for seven years. Outside of his advisory role, Miller manages a property management business, ELATIONPLACE LLC. PlanWell Financial Guidance, LLC provides financial planning and investment advisory services to individuals, charitable organizations, and businesses. The firm emphasizes passive investment management informed by fundamental analysis and offers a range of financial planning packages and ongoing advisement subscriptions.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Newlywed/Engaged
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Joshua T

Series 66

Blooming Prairie, MN

LPL Enterprise

Joshua Thoreson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has four years of industry experience, previously working at Prudential Insurance Company of America and Thrivent Financial. Outside of his advisory role, he serves as an on-call volunteer firefighter and emergency medical services instructor and works as an on-call K-12 classroom teacher in Blooming Prairie, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Sheryl N

Series 63

Brownsdale, MN

UBS Financial Services

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