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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

6 advisors near 66720

Out of 400,000+ nationwide

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Tonya B

CFP®, Series 66

Chanute, KS

Edward Jones

Tonya Brutchin is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2004, totaling 22 years with the firm. She has eight years of industry experience and holds the Series 66 license. Outside of her advisory role, she is a member of Legacy Management LLC, which leases office space to Edward Jones for her branch office. 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 range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Bret R

Series 63, Series 66

Chanute, KS

LPL Financial

Bret Rollins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2000. Rollins also sells fixed annuities and fixed life insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models and solutions, combining advisory operations with insurance and credit product offerings.

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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Kelly C

Series 63, Series 65

Chanute, KS

LPL Financial

Kelly Castle is a financial advisor with LPL Financial in Chanute, KS, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2026, she spent 18 years at UBS Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, 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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Bruce M

Series 63

Erie, KS

Ameriprise

Bruce Mullen is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, Mullen is involved in business ownership, including operating the 5th Street Bar & Grill and serving on the boards of Neosho Memorial Regional Medical Center and its Foundation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tristyn W

Series 66

Chanute, KS

Edward Jones

Tristyn Westhoff is a financial advisor with Edward Jones in Chanute, KS, holding a Series 66 designation and six years of industry experience. Prior to focusing on financial advising, Westhoff held various roles including distributor for a makeup company and part-owner of an agriculture-related land clearing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Chad B

Series 66

Chanute, KS

Ameriprise

Chad Boaz is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 66 designation and 21 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2024. Outside of advising, Boaz serves on the board of the Cherry Street Youth Center, acts as treasurer for the Chanute Regional Development Authority, and is a director at The Foundation of NMRMC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized team while offering a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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