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.

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.

Joshua Brungardt is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on building trusted relationships with clients and their families, emphasizing open communication and transparency to help them achieve their financial goals. Prior to his current role, Joshua gained experience at Fidelity Investments in various positions, including Planning & Advice Help Desk from 2022 to 2025 and Investment Solutions Representative from 2020 to 2022. Before joining Fidelity, he worked as a High Net Worth Client Case Representative, Senior Associate at The Vanguard Group from 2018 to 2020. He holds an AR Insurance License. Outside of his professional work, Joshua enjoys family activities, football, hiking, outdoor adventures, pets, and running.

Christopher Roehrkasse is a Financial Consultant at Fidelity Investments, bringing extensive experience in financial services since 2011. He has held various roles within Fidelity, including Financial Consultant, Portfolio Specialist, Client Management Representative, Relationship Manager, and Private Client Specialist, demonstrating a comprehensive understanding of client needs and portfolio management. Christopher holds insurance licenses in Arkansas and California, supporting his ability to provide clients with a broad range of financial solutions. He is committed to helping clients develop comprehensive financial plans tailored to their personalized goals, emphasizing experience, dedication, and integrity. Outside of his professional role, Christopher enjoys cooking and baking, golf, skiing, and volunteering, reflecting a balance between his career and personal interests.