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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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Elena L

CFP®, Series 66

New York, NY

Veris Wealth Partners, LLC

Elena Ladygina is a CFP® and Series 66-registered financial advisor at Veris Wealth Partners, LLC with 13 years of industry experience. She previously worked at Pinnacle Associates, Ltd. and Withum Wealth Management. Elena serves on the Board of Directors and the Investment, Audit, and Finance Committee of Springpoint Senior Living, a nonprofit providing senior housing and care services. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies and is a majority woman-led Certified B Corporation.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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Richard C

Series 65

New York, NY

Veris Wealth Partners, LLC

Richard Chen is a financial advisor at Veris Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Veris Wealth Partners since 2020. In addition to his advisory role, Chen is president of Richard L. Chen PLLC, a law firm he has operated since 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, incorporating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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Timothy K

CFP®, Series 65

New York, NY

Veris Wealth Partners, LLC

Timothy Kingsbury is a CFP® and holds a Series 65 license, with seven years of industry experience. He has been with Veris Wealth Partners, LLC since 2019 and previously worked at Wetherby Asset Management from 2013 to 2019. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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Lori C

CFA®

New York, NY

Veris Wealth Partners, LLC

Lori Choi is a CFA® charterholder with 11 years at Veris Wealth Partners, LLC and four years of industry experience. She is a co-founder of WISE Community, LLC, a professional network focused on advancing women’s leadership in sustainable investing. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing investment management, OCIO services, financial planning, and philanthropic advisory support. The firm specializes in sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

ESG / Sustainable investing Charitable giving & philanthropy College savings (529s, UTMA, etc.) Elder care planning Retirement income strategy Founder/Business Owner Women Professionals Values-based investing
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