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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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Robert P

Series 63

New York, NY

The AmeriFlex Group

Robert Peller is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory, Cetera, and Premier Exhibitions Inc. Outside of his advisory work, he serves as treasurer of the Peller Family Foundation and manages a tax and accounting firm, Peller and Company, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Ryan W

Series 66

New York, NY

The AmeriFlex Group

Ryan Wrynn is a financial advisor with The AmeriFlex Group and holds the Series 66 designation. He has been active in the industry since 2024, with prior experience at firms including Cambridge Investment Research, Kestra Advisory, and Wealthspire Advisors. Outside of finance, Ryan has experience in the hospitality and sports sectors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Bryan D

Series 63, Series 65, Series 66

New York, NY

The AmeriFlex Group

Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Cambridge Investment Research, Kestra Investment Services, and Cetera. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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