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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

11 advisors near 47250

Out of 400,000+ nationwide

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Chad L

CFP®, Series 66

Madison, IN

Edward Jones

Chad Lewis is a CFP®-credentialed financial advisor with Edward Jones in Madison, IN, with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ivy Tech Community College and held various roles with the State of Indiana. Outside of his advisory role, he serves on the Board of Directors for LifeSpring Health Systems and on the Board of Trustees for Ivy Tech Community College, and coaches middle school basketball. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William E

Series 66

Madison, IN

LPL Financial

William Eccles is a financial advisor with LPL Financial in Madison, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he serves as president of BE Dream Homes, LLC, a home-based business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joshua M

Series 63, Series 65

Madison, IN

LPL Financial

Joshua Mahoney is a financial advisor with LPL Financial in Madison, Indiana, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Investment Centers of America from 2014 to 2017 before joining LPL Financial. Outside of his advisory work, he raises show pigs for local 4-H members. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James L

Series 66

Madison, IN

Robert Baird & Co.

James Leveille II is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has a total of 14 years of industry experience, including 10 years at Bradley Associates. Outside of his advisory role, he serves as a board member and treasurer for the Big Oaks Conservation Society in Madison, Indiana. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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William H

Series 66

Madison, IN

LPL Financial

William Hensler is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to his current role, he held positions at AgilQuest Corporation and Batesville Casket Co. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Nicholas S

CFP®, Series 66

Madison, IN

Edward Jones

Nicholas Schafer is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. He is involved in community activities, including organizing food vendors and assisting with budgeting and investment selection for the annual Chautauqua Festival in Madison, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages over $1 trillion in assets with a large network of advisors, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Jonathan L

Series 63, Series 66

Madison, IN

Edward Jones

Jonathan Louis is a financial advisor with Edward Jones in Madison, IN, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at ProEquities, Inc and Protective Life from 2008 to 2019. Outside of advising, he owns a residential rental property in Cold Spring, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm has a large national presence with more than 23,700 advisors and offers affiliated mutual funds, a trust company, and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kyle L

Series 66

Madison, IN

Robert Baird & Co.

Kyle Lanter is a financial advisor with Robert W. Baird & Co. in Madison, Indiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Hilliard Lyons, Raymond James Financial Services Advisors Inc., Raymond James Financial Services, Inc., and MainSource Bank. Outside of his advisory work, he serves as Treasurer and board member for the Madison Fairmount Cemetery and the Hebron Cemetery Association. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacob F

Series 66

Madison, IN

Raymond James Financial

Jacob Fedor is a financial advisor with Raymond James Financial in Madison, IN, holding a Series 66 designation and 26 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2009. Outside of his advisory role, he serves on a committee at Harrison Lake Country Club that provides feedback on golf course conditions. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than delegated management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jeffrey S

Series 66

Madison, IN

Edward Jones

Jeffrey Smith is a financial advisor at Edward Jones in Madison, IN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Randy B

Series 63, Series 66

Carrollton, KY

OSAIC

Randy Behymer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory work, he pursues wedding photography and publishes an RV travel magazine. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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