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Mutual of Omaha Investor Services, Inc.

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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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Michael S

Series 65, Series 66

Staten Island, NY

Mutual of Omaha Investor Services, Inc.

Michael Sherman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has been with Mutual of Omaha since 2010 and also has a long tenure at Pathmark dating back to 1985. Sherman serves as a board member of his condominium’s Home Owners Association, a voluntary role involving oversight of property management and maintenance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through its network of advisors who recommend approved products and managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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