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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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Out of 400,000+ nationwide

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Cheryl B

Series 66

Ridgecrest, CA

Elevated Capital Advisors, LLC

Cheryl Battung is a financial advisor at Elevated Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera Investment Advisers LLC and Summit Financial Group Inc. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay consultant and works as a food delivery driver for DoorDash. Elevated Capital Advisors, LLC serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, delivering services through a network of independent advisors.

Tax-loss harvesting Wealth management
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Jennifer V

ChFC®, Series 63

Ridgecrest, CA

SPC

Jennifer Vargas is a financial advisor at SPC with 27 years of industry experience. She holds the ChFC® and Series 63 designations. Jennifer is also the owner of Q4 Insurance & Financial Services, Inc., where she has been involved for over two decades, and she provides notary public services in California. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and retirement plan services through a network of over 460 advisers, employing strategies that include discretionary management with regular monitoring and rebalancing.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Alice H

Series 66

Ridgecrest, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning
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Justin B

CFP®, Series 66

Ridgecrest, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Startup equity planning Wealth management Business ownership considerations Founder/Business Owner
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Suzan H

Series 63, Series 66

Ridgecrest, CA

Edward Jones

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