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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

12 advisors near 47960

Out of 400,000+ nationwide

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Eric P

Series 65, Series 66

Monticello, IN

Pampel & Associates, Inc.

Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Austin W

Series 65

Monticello, IN

Pampel & Associates, Inc.

Austin Woolley is a financial advisor at Pampel & Associates, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at AuthenticX and Regions Bank. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Richard Q

Series 63

Delphi, IN

StoneX Advisors Inc.

Richard Quirk is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 46 years of industry experience and has been with StoneX Advisors Inc. since 2015. Outside of his advisory role, he is the owner of Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement various investment strategies across multiple platforms.

ESG / Sustainable investing
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Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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Stephen D

Series 66

Monticello, IN

Cambridge Investment Research Advisors

Stephen Dold is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Cambridge in 2017. Outside of his advisory role, he is involved in coaching basketball and football at Twin Lakes School Corporation in Monticello, IN, and is part-owner of a bakery business. Cambridge Investment Research Advisors serves a diverse range of individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Shannon M

Series 63, Series 65

Monticello, IN

LPL Enterprise

Shannon Mattix is a financial advisor at LPL Enterprise with over 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for three decades before joining LPL Enterprise. Outside of his advisory role, Mattix serves as chairman of the White County Republican Party and is a member of the White County Area Plan Commission in Monticello, Indiana. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model portfolios, and third-party asset management programs, with a broad offering of securities and insurance products through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Christopher D

CFP®, Series 63, Series 66

Monticello, IN

Cambridge Investment Research Advisors

Christopher Dold is a CFP® with 27 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 18 years with Lincoln Financial Advisors Corporation. Dold serves as a board member and volunteer at the Lafayette Adult Resource Academy. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver investment advice.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Micah Z

Series 66

Monticello, IN

Edward Jones

Micah Zehr is a financial advisor at Edward Jones based in Monticello, IN, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he spent ten years with FBI Buildings Inc. His publicly disclosed outside business activities do not include any personal ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Jared A

Series 63, Series 65

Monticello, IN

OSAIC

Jared Anderson is a financial advisor with Osaic Wealth, Inc. based in Monticello, Indiana, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He also operates a sole proprietorship providing insurance products such as life, annuities, long-term care, and disability insurance. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers a wide range of advisory programs, managing assets through multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Kristina H

Series 66

Monticello, IN

Edward Jones

Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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

Series 65, Series 66

Delphi, IN

Cetera

Shawn Whitcraft is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Key Investment Services, KEYBANK, Regions Bank, and Centier Bank before joining Cetera in 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Stacy H

Series 66

Monticello, IN

OSAIC

Stacy Hall is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. She also operates Anderson Wealth Management, a registered sole proprietorship, and is involved in fixed insurance sales as a sole proprietor. 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 various advisory programs and employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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