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Claris Advisors, LLC

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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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Scott K

Series 63

New York, NY

Claris Advisors, LLC

Scott Krim is a financial advisor at Claris Advisors, LLC with 35 years of industry experience. He holds the Series 63 designation and has worked at Kestra Advisory Services, LLC and NFP Advisor Services, among other firms. Outside of his advisory role, he is involved in insurance-related business activities, including serving as president and owner of Insurance Portal.AI. Claris Advisors, LLC provides consultative financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers comprehensive and modular written plans focused on areas such as estate protection, business succession, retirement planning, and employee benefits, operating on a planning-only, fixed-fee model without managing client accounts.

Business succession planning General estate planning guidance Charitable giving & philanthropy Life insurance needs analysis
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