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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

12 advisors near 43351

Out of 400,000+ nationwide

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Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 30 years of industry experience. He holds a Series 66 designation and has worked previously at Premier Bank, LPL Financial LLC, Money Concepts Capital Corp., and Investment Professionals, Inc. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, employing various analytical methods and investment strategies while serving approximately 842 clients with $166 million in assets under management.

Options & derivatives strategies ESG / Sustainable investing
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Martin S

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Martin Stansbery is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Baker Financial Services and New York Life. Outside of his advisory work, he serves as Board President of the Upper Sandusky Rotary Club and volunteers on the advisory council for United Way of Wyandot County. Eagle Strategies serves individual clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Chad B

Series 63, Series 65

Upper Sandusky, OH

Eagle Strategies (NY Life)

Chad Baker is a financial advisor with Eagle Strategies (NY Life) based in Upper Sandusky, Ohio, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been involved with New York Life Insurance Company and Nylife Securities Inc. since 1999 and operates Baker Financial Services, LLC under the Baker Moyer Financial Group and Baker Financial Group names. Outside of his advisory work, he is a member of an LLC that owns a hunting camp with other partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering services through a large network of advisors and programs tailored for various client needs.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Emily W

Series 66

Upper Sandusky, OH

Eagle Strategies (NY Life)

Emily Wurm is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds the Series 66 designation and has previously worked at NYLIFE Securities LLC, Baker Financial Group, Century 21 Bolte Real Estate, Nationwide Insurance, Eagle Engineered Solutions, and Mt Vernon Nazarene University. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of the end of 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Brent B

Series 63, Series 65

Upper Sandusky, OH

Cetera

Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cetera and its related entities since 2012 and has also been affiliated with First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers, supported by a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Hilary O

Series 66

Carey, OH

Edward Jones

Hilary Orians is a financial advisor with Edward Jones in Carey, OH, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, Orians worked for nine years at City Apparel, Inc. as part of the apparel and promotional sales sector. Outside of financial advising, Orians maintains a contract role with City Apparel on a limited, weekend basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and provides a range of investment advisory solutions, operating under a fiduciary standard.

Retirement income strategy Founder/Business Owner
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Daniel B

CFP®, Series 66

Carey, OH

Edward Jones

Daniel Beach is a CFP® professional with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather S

Series 66

Upper Sandusky, OH

Edward Jones

Heather Skaggs is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at The First Citizens National Bank and Peoples Savings and Loan Company. She is a partner in a family meat processing business and also serves as an office administrator for the family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Retirement income strategy Government Employee
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Kurtis M

Series 63, Series 66

Upper Sandusky, OH

Cetera

Kurtis Miller is a financial advisor at Cetera with Series 63 and Series 66 licenses and over a decade of experience spanning roles at The First Citizens National Bank, US Bank, and Western & Southern. His work history also includes positions outside the financial sector, such as at ZF Active Safety US Inc. and the City of Canton. Cetera Investment Advisers LLC serves a diverse client base, including individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple programs and platforms, supported by extensive resources and a broad network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Christopher D

Series 66

Upper Sandusky, OH

Edward Jones

Christopher Daris is a Series 66-licensed financial advisor with Edward Jones in Upper Sandusky, OH, where he has worked since 2007, accumulating 19 years of industry experience. Outside of his advisory role, he owns a finance-related rental property in Upper Sandusky. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather B

Series 66

Morral, OH

Cambridge Investment Research Advisors

Heather Bussey is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 14 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. Outside of her advisory role, she is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Tristan J

CFP®, Series 66

Upper Sandusky, OH

Edward Jones

Tristan Joy is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is associated with MA Minerals LLC in Minerva, Ohio, though he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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