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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

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Alexandra L

Series 66

Remote

ALG Financial

Alexandra Leon Guerrero is a financial advisor at ALG Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at BG Investment and Insurance Services, Inc. and Money Concepts Capital Corp. ALG Financial provides comprehensive portfolio management and financial planning services to individuals and a variety of institutional clients, including government entities, charitable organizations, pension and profit-sharing plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis, regularly reviews and rebalances accounts, and sponsors a wrap fee program while occasionally engaging third-party asset managers.

Active portfolio management Cash flow / budgeting
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Jonathan U

Series 63, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Sophie B

CFP®, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Jonathon H

Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Jonathon Holm is a financial advisor at Asia Pacific Financial Management Group, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at the University of Guam, Macy’s Inc., and Netopia Internet Cafe. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses a disciplined, low-cost, diversified buy-and-hold investment approach focused on exchange-traded funds and mutual funds, tailoring portfolios to clients' risk tolerance and time horizons.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Sandra M

Series 65, Series 66

Remote

Asia Pacific Financial Management Group, Inc.

Sandra Mckeever is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with the firm since 1999. Outside of her advisory role, she serves as Vice President and Administrator of Prometi, LLC, which engages in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group, Inc. provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in assets and employs a disciplined, low-cost diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizon.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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