Thomas Dohogne

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Parker Jackson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before his current position. Parker is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the Air Force Academy. His approach to financial planning centers on understanding clients' stories and goals to develop tailored financial plans. Outside of his professional role, Parker spends time with his wife, son, twin daughters, and their black lab in the mountains. His personal interests include family activities, fitness, golf, military service, reading, and skiing.

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Kristin Simpson is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds expectations, leveraging Fidelity's trusted brand and advanced technology. Her career in financial services spans over two decades, beginning in 2003 at T. Rowe Price where she worked in Investment Services and progressed through roles including Investment Guidance and Retirement Plan Coordinator until 2012. She then joined Fidelity Investments, where she has held multiple roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Vice President, Branch Leader. Details regarding Kristin Simpson's education, credentials, personal interests, or community involvement were not provided.

Kyle Smith is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2016, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Financial Representative, Full Trader. Kyle's professional experience encompasses financial consulting and investment planning, focusing on retirement planning and customized investment strategies tailored to clients' goals for growth, income, and protection. He emphasizes providing education and motivation to help clients make informed decisions regarding their financial accounts. Outside of his professional role, Kyle's personal interests include camping, fishing, football, outdoor adventures, parenthood, and traveling.

Justin Joseffy is Vice President and Wealth Planner at Fidelity Investments, where he currently applies his expertise to assist clients in developing comprehensive financial plans. He has been with Fidelity since 2015, progressing through roles including Portfolio Specialist, Financial Consultant in Portfolio Advisory Services, and Financial Consultant before his current position. With 18 years of experience in financial services, Justin has worked in various capacities including financial advisor at Merrill Lynch and in investment guidance and sales at T. Rowe Price. He holds insurance licenses in Arkansas and California. Justin aims to build long-term relationships with clients and their families by leveraging Fidelity's investment resources to create financial plans that support clients' personal goals.