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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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Chad C

Series 65

Slayton, MN

Avalon Financial LLC

Chad Conway is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Avalon Financial LLC, an independent firm based in Slayton, MN, where he has worked since 2020. Prior to this, he operated Conway Financial Consulting, LLC, and was employed at YMCA and Southwest Minnesota State University. Avalon Financial serves private individual clients across taxable, retirement, and education accounts, managing approximately $4.2 million for about 28 clients. The firm employs a discretionary portfolio management approach focused on individualized risk assessment, fundamental analysis, direct stock ownership, and tax-aware holding strategies, supplemented by comprehensive financial planning and regular client communications.

College savings (529s, UTMA, etc.) General retirement planning Annuities
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Loretta G

Series 66

Slayton, MN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Women Professionals Women's Finance Religious/faith focused
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Mary A

Series 66

Slayton, MN

Edward Jones

College savings (529s, UTMA, etc.)
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