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Madison Asset Advisors, 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

1 advisor near New York, NY

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Joao C

CFA®

New York, NY

Madison Asset Advisors, LLC

Joao Correia is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Madison Asset Advisors, LLC, an independent firm based in New York, NY. In addition to his advisory role, he provides financial instruction through Financial Edge Training/IB Hero. Madison Asset Advisors offers investment advisory services to individual clients and related entities, focusing on discretionary portfolio management and financial planning. The firm employs a Modern Portfolio Theory-based approach emphasizing diversified asset allocation, periodic rebalancing, and long-term investment strategies tailored to clients' risk tolerance.

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