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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

8 advisors near New York, NY

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Devin S

Series 65

New York, NY

Farther

Devin Satterthwaite is a financial advisor at Farther in New York, NY, holding a Series 65 designation with one year of experience at the firm. Prior to joining Farther, he worked at Workday for over eight years across multiple roles. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm's investment approach is based on Modern Portfolio Theory, utilizing proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Manav B

Series 65

Long Island City, NY

Farther

Manav Bhatia is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and held roles at the National Fire Protection Association and Hofstra University. He is also an insurance agent for Farther Insurance Group, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Kevin H

CFP®, Series 63, Series 65

New York, NY

Farther

Kevin Hoegler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Olga R

CFP®, Series 63, Series 65

New York, NY

Farther

Olga Raykhelson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Farther. She has worked at Financial Life Focus since 1998 and joined Farther Finance Advisors in 2024. In addition to her advisory work, she is a licensed real estate agent with the Corcoran Group in New York. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Dennis M

Series 65

New York, NY

Farther

Dennis Mykytyn is a Series 65-licensed financial advisor at Farther with 10 years of industry experience. He previously worked at Modern Capital Group LLC for over a decade before joining Farther in 2026. Outside of advisory work, he is a partner at IHC Creative Inc., a creative agency where he provides business advice to the founder. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Bryan D

Series 66

New York, NY

Farther

Bryan Dalessandro is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Bank of America, Merrill, and as a sole proprietor. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Andrew K

CFP®, Series 63, Series 66

Brooklyn, NY

Farther

Andrew Karasyk is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Gladstone Wealth Partners, Cresset Asset Management, First Republic Investment Management, and Suntrust Robinson Humphrey. He serves as Co-Chair of the Finance for Israel Committee at Jewish National Fund USA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm’s offerings include a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Terence G

Series 63, Series 66

New Yorkn, NY

Farther

Terence Gallagher is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Farther in 2024, he worked at Cetera and Allied Wealth Partners. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds, using an investment approach based on Modern Portfolio Theory and algorithmic model portfolios.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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