Ryan Earley

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.

Brandon Allen is a financial advisor at AAIM Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Benefits Plus and TriCities Advisors. In addition to his advisory role, he is an insurance agent and agency owner involved in selling Medicare and group health insurance products. AAIM Financial provides portfolio management services primarily to individual and high-net-worth clients, developing customized Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options trading and model portfolios.

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Anthony Echang is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory career, he served 20 years in the US Navy. He is also a registered insurance agent involved in providing insurance products for personal asset protection and management. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients, as well as other financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and offers technology-driven managed account programs, portfolio management, and back-office services to advisors and institutions.

Justin O'Keefe is a ChFC® credentialed advisor at Simplicity Wealth with one year of experience in the financial services industry. Prior to joining Simplicity Wealth, he managed preplan funeral sales at Bradford-O'Keefe Funeral Home for 15 years. He serves on the Board of Directors and Finance Committee of the Ohr-O'Keefe Museum of Art. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and operates a technology platform that supports advisers with managed account programs and back-office services.