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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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Thomas H

Series 63, Series 66

Beaver Cove, ME

Latitude Advisors, LLC

Thomas Hopkins is a financial advisor at Latitude Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Latitude Advisors and GWN Securities Inc. since 2010. Outside of his advisory role, he is involved in insurance sales focusing on long-term care, life, and disability policies, and owns a vacation property rental. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Amie S

Series 63, Series 65

Greenville, ME

Newedge Advisors

Amie Snyder is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2021, following 15 years at Mid Atlantic Financial Management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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