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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

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.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

4 advisors near 38843

Out of 400,000+ nationwide

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John E

Series 63, Series 65

Fulton, MS

First Heartland Consultants, Inc.

John Ellis is a financial advisor with First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 credentials and having nine years of industry experience. His prior roles include positions at Woodmen Financial Services, Inc., Woodmen Of The World Life Insurance Society, and Whelin Security. Outside of advisory work, he serves as a volunteer board member of the Itawamba County Development Council and assists with family farm operations. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a range of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Scottie C

Series 63, Series 65

Saltillo, MS

First Heartland Consultants, Inc.

Scottie Clark is an investment adviser representative at First Heartland Consultants, Inc. with 20 years of industry experience. He has worked at Covenant Financial Group since 2018 and previously held roles at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. Clark serves as Vice Mayor and Alderman in Saltillo, Mississippi. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Constance A

Series 63, Series 66

Saltillo, MS

Thrivent Investment Management

Constance Ashmore is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016, previously working at Premier Properties of Oxford, Isagenix, and Mary Kay Cosmetics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial plans without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services and conducting periodic plan reviews.

Business ownership considerations
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Edwin M

ChFC®, Series 63

Saltillo, MS

LPL Enterprise

Edwin Mason is a financial advisor with LPL Enterprise in Franklin, TN, holding the ChFC® and Series 63 designations. He has over seven years of experience in the financial services industry, including roles at Transamerica, Midsouth Extracts, and SelectQuote. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice typically centered on model portfolios and discretionary implementation through various programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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