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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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Hazel S

CFP®, Series 63, Series 65

Hoboken, NJ

Align Financial Solutions

Hazel Secco is a CFP® professional with 12 years of industry experience, currently serving as the principal of Align Financial Solutions. Her prior roles include positions at The Astorino Financial Group, LPL Financial, Massachusetts Mutual Life Insurance Company, and Prudential Insurance Company of America. She is a licensed insurance agent in New Jersey but is no longer active in selling insurance products. Align Financial Solutions provides asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm integrates Modern Portfolio Theory with fundamental and mutual fund/ETF analysis, utilizing sub-advisors and model portfolios, and offers educational seminars and co-advisory services on a third-party platform.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Divorce financial planning
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