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Expressive Wealth LLC

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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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Kaitlin M

CFP®, Series 66

Belle Harbor, NY

Expressive Wealth LLC

Kaitlin Martinez is a CFP® with 12 years of industry experience, currently serving at Expressive Wealth LLC. Her prior experience includes roles at J.P. Morgan Securities and OREKA Wealth, LLC. Outside of financial advising, she is the Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales. Expressive Wealth LLC serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and ERISA 3(38) fiduciary services. The firm employs a discretionary investment process tailored to client goals, incorporating fundamental, technical, and cyclical analysis, and utilizes Sub-Advisors while maintaining active oversight of risk factors such as leverage.

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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