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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 66067

Out of 400,000+ nationwide

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Parker O

CFP®, Series 65

Ottawa, KS

The Wealth Consulting Group

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Luke H

Series 63, Series 65

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (New York Life) based in Overland Park, Kansas, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Eagle Strategies since 2024 and previously spent 15 years with Knights of Columbus Insurance. Outside of his advisory role, Henry serves as a City Council member for Wellsville, Kansas. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, with a substantial portion of assets managed on a non-discretionary basis.

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

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Michael Douglas is a financial advisor with Primerica Advisors in Wellsville, KS, holding Series 63 and Series 65 registrations and possessing 33 years of industry experience. He has worked at Primerica Advisors since 1992 and Primerica Financial Services since 1991. His prior work includes roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Douglas is also involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jacob B

Series 66

Ottawa, KS

Edward Jones

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joseph R

Series 63, Series 66

Ottawa, KS

LPL Financial

Joseph Randall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he operates a home-based travel agency, Dream Vacations. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and a variety of investment solutions tailored to client needs.

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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Landon A

Series 66

Ottawa, KS

LPL Financial

Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Globe Life Liberty National Division and has been employed as a DoorDash driver since 2021. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, and institutions, offering various 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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Jennifer H

Series 66

Baldwin City, KS

Edward Jones

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance Government Employee
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Casey L

Series 66

Ottawa, KS

Edward Jones

Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner
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Merle S

Series 66

Ottawa, KS

LPL Financial

Merle Sterling is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Landmark National Bank and Frontier Farm Credit, where he spent 20 years. Sterling is also involved in non-variable insurance through Colonial Life on a limited basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, 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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Ryan H

Series 63, Series 66

Ottawa, KS

Edward Jones

Ryan Henningsen is a financial advisor with Edward Jones in Ottawa, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2011. He serves as a board member of the Franklin County Charitable Foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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