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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 74953

Out of 400,000+ nationwide

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Levi C

Series 66

Poteau, OK

Verus Capital Partners, LLC

Levi Chuculate is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Wells, Wann & Company, and Grant Thornton LLP. Outside of his advisory role, he has been involved in tax preparation and accounting through Wells, Wann & Company. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation to create customized portfolios aligned with clients’ objectives and risk tolerances.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Michael A

Series 65

Poteau, OK

Verus Capital Partners, LLC

Michael Andrews is a financial advisor at Verus Capital Partners, LLC with a Series 65 designation and one year of industry experience. He has held roles in insurance since 2009, including ownership of Andrews Insurance Solutions, LLC, where he provides Medicare, health, life, and annuity insurance solutions. Andrews also works as a crop insurance agent at Risk Associates, assisting clients with crop insurance planning and risk evaluation. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios that address clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Nickolas W

CFP®, PFS™, Series 63

Poteau, OK

Verus Capital Partners, LLC

Nickolas Wann is a CFP® and PFS™ credentialed advisor with eight years of industry experience. He currently works at Verus Capital Partners, LLC and LPL Financial, LLC, and has prior experience at Avantax Insurance Agency and Wells & Co., CPA PC. Outside of his advisory roles, he serves as a pastor at various churches and manages The Wannderosa Ranch, LLC. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Alicia M

Series 63, Series 66

Howe, OK

Fidelity

Alicia May is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Jerry W

Series 63, Series 65

Poteau, OK

Edward Jones

Jerry Webster is a financial advisor at Edward Jones with 37 years of industry experience. He has held his current role at Edward Jones since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Poteau, OK

Edward Jones

Samuel Abernathy is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously served in the United States Army for ten years. Abernathy also worked briefly with Family First Life before joining Edward Jones. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Poteau, OK

Primerica Advisors

Clarence Hayes Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with Primerica Advisors since 2021 and previously served at the Air Force Audit Agency from 2015 to 2021. Hayes is also the elected secretary of the Poteau Oklahoma Masonic Lodge. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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