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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

7 advisors near 74848

Out of 400,000+ nationwide

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Bryan J

Series 63, Series 65

Holdenville, OK

LPL Enterprise

Bryan Johnson is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a company providing insurance and financial services as well as private investigations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a Series 66-registered financial advisor with Edward Jones in Seminole, Oklahoma, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Enos serves as an adjunct instructor and subject matter expert in finance at Seminole State College, where he teaches courses and contributes to curriculum development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a nationwide network of approximately 23,701 financial advisors and reported $1.01 trillion in assets under management.

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

Series 63, Series 66

Seminole, OK

LPL Financial

Deriek Patterson is a financial advisor with LPL Financial based in Pauls Valley, Oklahoma. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 25 years with LPL Financial. Outside of his advisory role, he is involved with First United Investment Services, focusing on a limited number of fixed annuities and life insurance contracts. LPL Financial provides advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

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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Lacee R

Series 66

Holdenville, OK

Edward Jones

Lacee Rollins is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked previously in education and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Origins Wine Bar & Pizza and Terracon Consultants Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a nationwide network of over 23,000 financial advisors.

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

CFP®, Series 66

Seminole, OK

Edward Jones

Brian Geist is a financial advisor with Edward Jones in Seminole, OK, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of financial advising, Geist is a partner and 25% owner of Drip Coffee Co, a local retail coffee business. 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 with a large national network of advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Krystin L

Series 66

Wewoka, OK

Edward Jones

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. 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 and investment solutions through a 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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