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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 Retired Mid-Career Professionals Divorced

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Alfred F

Series 65

New York, NY

Allegory Advisory

Alfred Fortunato is the sole advisor at Allegory Advisory, an independent firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Since 2010, he has been with Allegory Advisory, where he provides customized financial planning and portfolio management services. Allegory Advisory serves individual and high-net-worth clients, managing approximately $34.6 million across about 30 client relationships. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing low-cost, diversified mutual funds and index funds combined with tax-aware strategies and quantitative portfolio monitoring.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting
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