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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

3 advisors near 67880

Out of 400,000+ nationwide

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Randall F

Series 63, Series 65

Ulysses, KS

Kestra Advisory

Randall Fisher is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Cornerstone Wealth Management, LPL Financial, and United Capital Insurance, among others. Outside of advisory work, he serves as President and Camp Director of the Journey to the Cross Rodeo Bible Camp, a Christian organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, serving notable clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Lloyd H

CFP®, Series 63, Series 66

Ulysses, KS

Edward Jones

Lloyd Hickok is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Edward Jones since 1997. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in agriculture and energy-related business activities, including ownership of a farm operation and interests in energy royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Ulysses, KS

Cetera

Marcia Swann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Lifepoint Health and Frontline Management, LLC. She serves as Vice President for the Kiwanis Club of Ulysses, KS, contributing to community service. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional platform.

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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