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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 Mid-Career Professionals Divorced

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John W

Series 65

Davin, WV

Bianco Capital Management, LLC

John White is the principal of Bianco Capital Management, LLC, an independent advisory firm based in Davin, WV. He holds a Series 65 designation and has six years of experience in the financial advisory industry. Outside of his advisory role, Mr. White serves as President and Corporate Secretary of White Armature Works, Inc., a business he has been involved with since 2004. Bianco Capital Management serves individual investors, including high-net-worth clients, and small businesses through discretionary portfolio management and investment-education workshops. The firm employs a Core+Satellite investment strategy that integrates passive index funds with active or alternative investments, using fundamental, technical, and cyclical analyses to guide portfolio management.

Passive / index investing Active portfolio management Real estate investing
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Jonathan D

Series 63, Series 66

Pineville, WV

LPL Financial

Jonathan Dorsey is a financial advisor with LPL Financial in Princeton, WV, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining LPL Financial and Summit Financial Services in 2020, he worked at JP Morgan Chase Bank, JP Morgan Securities, Raleigh County Animal Hospital, United Brokerage Services, First Community Bank, and Raymond James Financial Services. 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 financial planning and advisory programs supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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