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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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Jesse H

Series 66

Sunnyside, WA

Hernandez Financial

Jesse Hernandez is the sole advisor at Hernandez Financial in Sunnyside, WA, holding a Series 66 designation with 26 years of industry experience. He has operated Hernandez Financial since 2011 and has worked with various insurance carriers through W & R Insurance Agencies since 1999. Hernandez also maintains an active insurance brokerage role, selling non-variable insurance products. Hernandez Financial serves primarily individual clients, including middle-income households, high-net-worth individuals, and business clients, offering financial planning and discretionary portfolio management. The firm builds customized portfolios using a mix of general securities, mutual funds, ETFs, and government securities, employing tools such as Riskalyze and Morningstar for risk and fund analysis.

General tax planning General retirement planning Wealth management
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Thomas W

CFP®, PFS™

Sunnyside, WA

White & Company Financial Planning, Inc.

Thomas White is a CERTIFIED FINANCIAL PLANNERâ„¢ and Personal Financial Specialistâ„¢ with 25 years of experience in the financial services industry. He has been with White & Company Financial Planning, Inc. since 2000 and has worked with its affiliated firm, White & Company, Pc, since 1994. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and actively managed funds, and it maintains a close relationship with an affiliated accounting practice.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Misti W

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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James P

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Gregory V

Series 65

Sunnyside, WA

White & Company Financial Planning, Inc.

Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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Maloree K

CFP®, Series 66

Prosser, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management
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Christina V

Series 66

Prosser, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Landra M

Series 66

Prosser, WA

Ameriprise

Landra Macy is a financial advisor with Ameriprise in Prosser, WA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. She serves on the Board of Directors for the Princess Theatre in Prosser. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian B

Series 63, Series 65, Series 66

Sunnyside, WA

Edward Jones

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