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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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Brian S

Series 63, Series 65

Mccall, ID

Core Asset Managnement LLC

Brian Stoll is a financial advisor with Core Asset Management LLC in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Silber Bennett Financial since 2015 and has been involved with Core Asset Management Strategies since 2010. Outside of his advisory role, he serves as Chief Operations Officer at ORE Asset Management, where he manages advisory and operational duties. Core Asset Management Strategies provides investment supervisory services primarily to individual and high-net-worth clients through discretionary portfolio management. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering both group and individual investment models that include dynamic risk allocation and a range of trading strategies such as short sales and options writing.

Active portfolio management Options & derivatives strategies
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Garth K

Series 63, Series 66

New Meadows, ID

Independent Financial Group, LLC

Garth Krieger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as an independent contractor offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tama L

Series 66

Mc Call, ID

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Michael V

CFP®, ChFC®, Series 66

Mc Call, ID

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
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Patrick M

Series 63, Series 65

Mc Call, ID

Ameriprise

Patrick Mc Keown is a financial advisor at Ameriprise with 39 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1986. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jack R

Series 66

Mccall, ID

LPL Financial

Jack Richelieu is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and has background experience as a Bureau of Land Management Fire Technician and in construction. 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 wide range of investment solutions supported by an in-house Research team, delivering services through 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
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Audrey B

Series 66

Mc Call, ID

Edward Jones

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John T

Series 63, Series 65

Mc Call, ID

Morgan Stanley

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Thomas F

Series 63, Series 65

Mc Call, ID

UBS Financial Services

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Lawrence Z

Series 63, Series 65

Donnelly, ID

UBS Financial Services

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