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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 Retired

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Wenjie W

Series 63, Series 65

New York, NY

Acrylic Financial, Inc.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Ronald M

ChFC®, Series 63, Series 65

Garfield, NJ

Acrylic Financial, Inc.

Ronald Murtha is a financial advisor with Acrylic Financial, Inc. He holds the ChFC® designation and Series 63 and 65 licenses. Murtha is based in Garfield, NJ, and has experience working within a team of 19 advisors at Acrylic Financial. Acrylic Financial provides portfolio management and financial planning services to individuals, including high-net-worth clients, corporations, other advisers, and pooled investment vehicles. The firm combines asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models, and manages firm-sponsored private pooled vehicles alongside third-party manager selections.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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