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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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Craig A

CFP®, Series 63, Series 65

Jacksonville, IL

Investment Advisors Group, LLC

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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Todd E

Series 63, Series 66

Springfield, IL

Berger Financial Group

Todd Ernst is a financial advisor at Berger Financial Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CETERA Financial Specialists LLC. Outside of advising, he is involved in tax and accounting services as a tax manager at Quorum Consulting, LLC, and owner of Ernst Tax & Financial Services, where he represents clients before the IRS. Berger Financial Group provides wealth management, retirement and succession planning, income tax planning, and consulting for individuals, families, trusts, businesses, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term strategies, with a notable ownership structure involving an Employee Stock Ownership Plan Trust and a team that includes Certified Public Accountants offering separate tax services.

Retirement income strategy Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Brent B

Series 66

Jacksonville, IL

Kingsview Wealth Management, LLC

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Retired
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Robert B

Series 63, Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Julie W

ChFC®, Series 66

Petersburg, IL

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Matthew G

Series 63, Series 65

Ashland, IL

LPL Financial

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James B

CFP®

New Berlin, IL

Blankenship Financial Planning, Ltd.

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Sterling R

CFP®, ChFC®, Series 63, Series 65

New Berlin, IL

Blankenship Financial Planning, Ltd.

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Thomas H

Series 66

Jacksonville, IL

Edward Jones

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Timothy F

Series 63, Series 66

Jacksonville, IL

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