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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 78064

Out of 400,000+ nationwide

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Odis W

Series 63, Series 66

Pleasanton, TX

LPL Financial

Odis White is a financial advisor at LPL Financial with 33 years of industry experience. He held a long tenure at Edward D. Jones & Co., L.P. from 1992 to 2025 before joining Wells Fargo Advisors and then LPL Financial. Outside of his advisory work, he is involved in a cow/calf farming operation in Pleasanton, Texas. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and accommodates various client needs through model portfolios, third-party management, and customized advisory arrangements.

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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Raed R

Series 66

Pleasanton, TX

Wells Fargo Clearing

Raed Rashid is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is a co-owner of a custom home building business, Rashid & Rayyan LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Joshua V

Series 66

Pleasanton, TX

Edward Jones

Joshua Verette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for RDO Equipment Co. for nine years and Mustang Cat for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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William P

Series 63, Series 65

Pleasanton, TX

Edward Jones

William Prescott is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2019. His prior experience includes roles at Symmetry Financial Group, Harrison Walker Harper, and Williams Oil and Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services supported by a large 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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Michele H

Series 66

Jourdanton, TX

Edward Jones

Michele Higginbotham is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she serves as an area representative for ASSE International Student Exchange Programs and assists with her family's ranching operation in Jourdanton, TX. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Amber M

Series 66

Pleasanton, TX

LPL Financial

Amber Mc Gehee is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for 20 years and Wells Fargo Advisors for one year. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

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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Brandy M

Series 66

Pleasanton, TX

LPL Financial

Brandy Martin is a financial advisor with LPL Financial based in Pleasanton, Texas. She holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Advisors and Edward Jones, and spent 13 years at Profac. 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 financial planning and asset management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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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