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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

12 advisors near New York, NY

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Karen W

Series 63, Series 65

New York, NY

Sanctuary Advisors, LLC

Karen Winfrey Leake is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her prior roles include positions at Bruderman Asset Management LLC and Merrill. Outside of finance, she is involved in several entrepreneurial ventures including art sales, music DJing, lecturing on Wall Street careers, and podcasting on investment basics. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and leverages a broad network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Catarina W

Series 66

New York, NY

Sanctuary Advisors, LLC

Catarina Wolf Rohde is a financial advisor at Sanctuary Advisors, LLC based in New York, NY. She holds a Series 66 designation and has experience working at Kennedy Lewis from 2022 to 2024. Prior to her financial industry roles, she spent 15 years at the Pan American School of Porto Alegre and four years at the University of Notre Dame. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs delivered through various account types and employs a range of sub-advisors and third-party model platforms to implement strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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John A

Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he serves on the board and as treasurer for Eva’s Village, a nonprofit focused on feeding the hungry, sheltering the homeless, and supporting addiction recovery, where he leads fundraising committees. He is also a trustee on the board of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a platform of independent advisors, sub-advisors, and third-party models to implement diverse investment strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Angel T

CFP®, Series 63, Series 65

Jersey City, NJ

Sanctuary Advisors, LLC

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, Merrill, and New York Life Insurance Company. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by a large network of independent advisors and an integrated affiliate structure.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Andrew L

Series 63, Series 65

New York, NY

Sanctuary Advisors, LLC

Andrew Leblanc II is a financial advisor at Sanctuary Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill for 22 years before joining Bruderman Asset Management LLC and Bruderman Brothers LLC in 2017. He has been with Sanctuary Advisors since 2022. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses both discretionary and non-discretionary arrangements, supported by a large network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Juan B

Series 63, Series 65

Paramus, NJ

Sanctuary Advisors, LLC

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He previously worked at Goldman Sachs & Co. LLC for seven years and has held roles at Bergenfield Billiards and Quinnipiac College. Becerra holds Series 63 and Series 65 licenses. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Brian F

Series 66

New York, NY

Sanctuary Advisors, LLC

Brian Fagella is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Blue Owl Capital, CION Investments, and Raymond James. Prior to his financial services career, he was employed by Wake Forest University and Greenwich Public Schools. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated entities to deliver both advisory and brokerage services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Lisa C

CFP®, Series 65, Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

Lisa Crosta is a CFP® professional at Sanctuary Advisors, LLC with 11 years of industry experience. She has held roles at Sanctuary Securities, Mass Mutual Life Insurance Company, Mutual Securities, and Hennion & Walsh Inc. Outside of her financial advisory work, she has been involved with Arbonne International as an independent contractor in direct sales. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Jason G

Series 66

Jersey City, NJ

Sanctuary Advisors, LLC

Jason Greenfield is a financial advisor with Sanctuary Advisors, LLC in New York, NY, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2023. Outside of finance, his background includes roles in various industries such as hospitality and cultural arts. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through a variety of account types and uses a network of independent advisors alongside affiliated broker-dealer and asset-management services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Michael S

Series 66

Paramus, NJ

Sanctuary Advisors, LLC

Michael Stabinski is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. Outside of his advisory role, he is the owner of Questar Stabinski LLC, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and employs a range of investment philosophies supported by sub-advisors and third-party platforms.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Christoph S

Series 66

Paramus, NJ

Sanctuary Advisors, LLC

Christoph Stadler is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. His career includes roles at Edward Jones since 2024, Thrivent Financial in 2023, and logistics companies Schenker Inc and DB Schenker from 2014 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Executive Women Professionals Women Business Owners
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Michael M

CFA®, Series 63, Series 65

New York, NY

Sanctuary Advisors, LLC

Michael Murphy is a financial advisor at Sanctuary Advisors, LLC in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bruderman Private Wealth and Bruderman Asset Management. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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