Filters

Direct booking

firm logo

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

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Donald C

Series 63, Series 65

Rochester, IN

Advisor Share Wealth Management, LLC

Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, a business he has been involved with since 1995. In addition to his advisory work, he is an agent involved in the sale of life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform that supports independent advisers and employs a manager selection process based on quantitative and qualitative criteria to implement client strategies.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
firm logo

Lance N

Series 63, Series 66

Rochester, IN

Edward Jones

Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Justin B

Series 66

Rochester, IN

Edward Jones

Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Planning for children with special needs Military & Veterans Founder/Business Owner
user avatar
firm logo

Kelly W

CFP®, Series 63, Series 65

Star City, IN

Mass Mutual Investors Services

Kelly Weaver is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Kelly also serves as a Notary Public. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
firm logo

Jon C

Series 63, Series 66

Winamac, IN

Edward Jones

Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ashleigh H

Series 66

Winamac, IN

Edward Jones

Ashleigh Hoover is a financial advisor at Edward Jones in Winamac, Indiana, with one year of industry experience. Prior to her current role, she worked at Edward Jones from 2019 to 2024 and has experience at Leeman Law Office and Maurices/Ascena Retail. She holds the Series 66 designation. 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 under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Chas N

Series 66

Rochester, IN

Edward Jones

Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Matthew B

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2010 to 2020. Outside of his advisory role, Berry owns and operates several local businesses, including an excavating company and a land consulting firm, and he also serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various delivery models tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Bryan B

Series 63, Series 65

Rochester, IN

LPL Financial

Bryan Bell is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial and First Federal Savings Bank since 2018. Prior to this, he was employed by the Social Security Administration from 2009 to 2017. Outside of his advisory role, he serves as a bookkeeper for Plymouth Family Eyecare, a family business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
firm logo

Alyssa C

Series 66

Winamac, IN

Edward Jones

Alyssa Chapman is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Alliance Bank and BraunAbility. Outside of financial advising, she is an independent beauty consultant for Mary Kay, selling skin care and cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies and is noted for its extensive national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Grant G

Series 66

Rochester, IN

LPL Financial

Grant Gohmann is a financial advisor with LPL Financial in Rochester, Indiana. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Parkland Securities, LLC and First Federal Savings Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.