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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

2 advisors near New York, NY

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Adam S

Series 65

New York, NY

Huygens Capital LLC

Adam Spilka is the sole advisor at Huygens Capital LLC in New York, NY, holding a Series 65 designation with four years of industry experience. He has worked at Huygens Capital since 2012. Huygens Capital provides discretionary portfolio management through separately managed accounts and a web-based robo-adviser platform for individuals, family offices, registered investment advisers, corporations, and fund clients. The firm employs a fully systematic, low-frequency investment approach using proprietary market-stress indicators and statistical analysis to adjust exposures across U.S. equities, Treasury ETFs, volatility-linked products, and Ethereum, with a focus on downside risk management.

Active portfolio management Options & derivatives strategies Private / alternative investments Passive / index investing
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Walter V

Series 65

New York, NY

Huygens Capital LLC

Walter Vester is the sole advisor at Huygens Capital LLC in New York, NY, holding a Series 65 credential with four years of industry experience. Since 2012, he has managed Huygens Capital and also serves as a Director of Operations Services Excellence at Boston Consulting Group, focusing on internal change programs. Huygens Capital provides discretionary portfolio management through separately managed accounts and a web-based robo-adviser platform serving individuals, family offices, registered investment advisers, corporations, and fund clients. The firm employs a fully systematic, low-frequency investment approach using proprietary market-stress indicators and statistical analysis to adjust exposures across U.S. equities, Treasury ETFs, volatility-linked products, and Ethereum, with trades executed on a limited number of days annually.

Active portfolio management Options & derivatives strategies Private / alternative investments Passive / index investing
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