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Pelican Bay Asset Management, 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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Mark R

Series 63, Series 65

New York City, NY

Pelican Bay Asset Management, Inc.

Mark Reisman is the sole advisor at Pelican Bay Asset Management, Inc., an independent firm based in New York City. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with Pelican Bay since 1999. Pelican Bay Asset Management serves a small client base that includes corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages separate accounts with a non-discretionary, long-term buy-and-hold approach tailored to each client's financial situation, focusing on publicly traded equities, bonds, and mutual funds.

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