Tricia Kollath

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.

Dieter Scherer is a CFP® with 13 years of experience in the financial services industry. He is the sole advisor at Adaptive Wealth, LLC, an independent registered investment adviser based in Charleston, SC, where he has worked since 2013. Adaptive Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and other client entities. The firm employs a formulaic, quantitative investment approach using proprietary algorithms and tactical asset-allocation models, combining technical, fundamental, and macroeconomic analysis with risk controls.

James Dupuis is a financial advisor at Summit Financial Wealth Advisors with 25 years of industry experience. He previously worked at LPL Financial for 16 years and spent 40 years at Wright, Moore DeHart, Dupuis & Hutchinson, CPA. Outside of his advisory role, Dupuis manages several investment-related LLCs that hold securities and industrial real estate properties. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acts as an ERISA fiduciary, and offers non-investment services such as business management and divorce financial consulting.

Savannah Cooper is a CFP® certificant with eight years of experience in financial advising. She has worked at CogentBlue Wealth Advisors since 2025 and previously held roles at Morris Financial Concepts, Bank of America, and D.A. Davidson & Co. before that. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and integrates third-party managers and technology solutions to support portfolio management.

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.