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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

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Out of 400,000+ nationwide

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Andrew H

ChFC®, Series 63

Canon City, CO

Hahn Financial Services, LLC

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
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Andrew P

Series 63, Series 65

Caã±On City, CO

Concurrent Investment Advisors, LLC

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, with prior roles at Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a primarily long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John W

Series 63, Series 65

Florence, CO

Mutual of Omaha Investor Services, Inc.

John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey M

PFS™

Canon City, CO

Waverly Advisors, LLC

Jeffrey Mueller is a financial advisor with Waverly Advisors, LLC and holds the PFS™ designation. He has 27 years of industry experience and has worked at Mueller Financial Solutions Co. and Mueller and Associates PC for several decades. Outside of his advisory work, he is a shareholder and treasurer of Siloam Stone, Inc., a family stone company, and serves as a trustee for the Trevor Graves Trust. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, fiduciary services, and consulting, utilizing a combination of traditional and alternative asset strategies tailored to client objectives and risk tolerances.

Private / alternative investments Real estate investing Tax-loss harvesting Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive
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Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for three years and has a diverse background including roles in the automotive industry and at Colorado State University Pueblo. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.

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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Janice G

Series 66

Canon City, CO

Cetera

Janice Graham is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Avantax Insurance Agency for nearly nine years. In addition to her advisory role, she is president of Graham & Associates CPAs PC, providing accounting and tax preparation services since 2002, and serves as a fiduciary trustee and court-appointed conservator for multiple trusts and conservatorships. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios, supported by a combination of retirement, fiduciary, and institutional capabilities.

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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Kirby S

Series 63, Series 65

Canon City, CO

LPL Financial

Kirby Shineman is a financial advisor with LPL Financial in Canon City, Colorado, holding Series 63 and Series 65 designations and with 21 years of industry experience. He has operated Shineman Financial since 2006 and has been affiliated with Waddell & Reed, Inc. and various insurance carriers since 2004. His other business activities include providing non-variable insurance services. LPL Financial offers 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 investment advice with an in-house research team and provides a range of portfolio management options and financial planning services through 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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Bradford K

Series 66

Canon City, CO

Edward Jones

Bradford Knifong is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, Knifong serves as a school board member for the Fremont RE-2 School District and is the junior high boys’ head basketball coach in Florence, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Canon City, CO

Raymond James Financial

Jeffrey Reish is a financial advisor with Raymond James Financial in Canon City, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Raymond James Financial since 2003 and operates Sangre de Cristo Financial, a support company involved in financial planning, asset management, and insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored recommendations and a significant portion of its business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Brian K

Series 66

Canon City, CO

LPL Financial

Brian Konty is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Arbor Point Advisors, Securities America, Cetera Advisor Networks, Triumph Capital Management, Cetera, and Summit Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options 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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Andrew C

Series 66

Florence, CO

Edward Jones

Andrew Carr is a financial advisor with Edward Jones in Florence, Colorado, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and was previously self-employed from 2015 to 2018. Outside of advisory work, he owns a rental apartment in Florence, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Philip B

Series 65, Series 66

Canon City, CO

LPL Financial

Philip Brown is a financial advisor with LPL Financial in Pueblo, Colorado, holding Series 65 and Series 66 licenses and having 24 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates a non-variable insurance business under the name Phil Brown Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options 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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Jacob F

Series 66

Canon City, CO

LPL Financial

Jacob Francis is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2025. Outside of his advisory work, he owns a small business called Jake's Lavender. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through 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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