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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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Falk L

Series 65

New York City, NY

Freedom Investments, Corp.

Falk Laube is a Series 65-licensed advisor at Freedom Investments, Corp. with two years of industry experience. He previously worked at R.G. Niederhoffer Capital Management for seven years and has been involved with Fantagora, a software development and technology consulting firm, as a director and consultant since 2020. Freedom Investments, Corp. provides advisory services focused on pooled vehicles and institutional strategies, while offering consulting and portfolio review services to individuals and corporate clients. The firm emphasizes non-discretionary, project-based engagements, including fund structuring, capital formation support, and investment technology development.

Active portfolio management Private / alternative investments
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Michael P

Series 63, Series 65

New York City, NY

Freedom Investments, Corp.

Michael Picardi is a financial advisor at Freedom Investments, Corp. with 2 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Sanford C. Bernstein & Co., LLC and Dalmore Group LLC. Freedom Investments, Corp. offers advisory services focused on pooled vehicles and institutional strategies, alongside consulting and portfolio review for individuals and businesses. The firm emphasizes non-discretionary, project-based work, including fund structuring, capital-formation support, and investment technology development.

Active portfolio management Private / alternative investments
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