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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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Sidney K

Series 63

New York, NY

Lincoln Investment

Sidney Kaufman is a financial advisor at Lincoln Investment in New York, NY, with 38 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment since 2010. Kaufman also operates a tax preparation business as an enrolled agent, preparing tax returns and serving as a New York Department of State process agent. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a combination of advisor-managed portfolios, model strategies, and third-party management options.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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