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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

20 advisors near 82935

Out of 400,000+ nationwide

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Christopher W

CFP®

Rock Springs, WY

One Wealth Map, LLC

Christopher Wurst is a CFP® professional with six years of industry experience. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for around 299 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers investment supervisory services, portfolio management, and comprehensive financial planning through a planning-driven process that incorporates layered portfolios, tax-aware overlays, and both fundamental and technical analysis.

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Founder/Business Owner
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Doran J

Series 63, Series 65

Rock Springs, WY

J. W. Cole Advisors, Inc.

Doran James is a financial advisor at J.W. Cole Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 12 years. Outside of his advisory role, he is a partner at Wyoming Wealth Management, LLC, where he is involved in client relations and business continuity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Michael M

Series 63, Series 65

Rock Springs, WY

J. W. Cole Advisors, Inc.

Michael Majhanovich is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining J.W. Cole Advisors. Outside of his advisory role, he is a partner in Wyoming Wealth Management and serves as president of Michael Majhanovich, Inc., a corporation focused on tax services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Kristen E

Series 63, Series 66

Rock Springs, WY

Eagle Strategies (NY Life)

Kristen Ellifritz is a financial advisor with Eagle Strategies (NY Life) based in Rock Springs, WY. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at Mountain View Regional Hospital and NYLIFE Securities LLC. Outside of her advisory work, she volunteers as a team manager for the Wyoming Soccer Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Carol L

Series 66

Rock Springs, WY

Edward Jones

Carol Lee is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has held positions at Edward Jones since 2021 and has a work history including roles at C & C Safety Service, Memorial Hospital of Sweetwater County, and Aaron's Water Service Inc. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Rock Springs, WY

LPL Financial

Andrew Fortuna is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience in various roles including involvement with community organizations such as Rotary of Rock Springs and United Way of Southwest Wyoming. Fortuna has also been engaged in entrepreneurial activities, including ownership of Ken Fortuna LLC and Tuna Holdings LLC. 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 investment solutions supported by an in-house research team, allowing advisors to utilize model portfolios, third-party managers, or customized strategies tailored to client needs.

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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Jared W

Series 66

Rock Springs, WY

LPL Financial

Jared Walker is a financial advisor with LPL Financial in Rock Springs, WY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Jason Radakovich, various insurance carriers, and Waddell & Reed Inc. 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 investment solutions supported by an in-house research team, delivering 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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Taylor F

Series 66

Rock Springs, WY

Edward Jones

Taylor Frehner is a financial advisor at Edward Jones in Rock Springs, WY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Taylor worked at Key Bank and several credit unions. Outside of advisory work, Taylor is the owner and CEO of two business ventures focused on strategic company development and digital product sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial products supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Green River, WY

LPL Enterprise

Jennifer Drinkle is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Financial, LPL Financial, and Wells Fargo. Drinkle serves on the board of Cowboys Against Cancer, a nonprofit organization based in Wyoming. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolio management, and access to third-party asset management programs. The firm operates as both an investment adviser and broker-dealer, allowing its advisors to offer a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kelsey A

Series 66

Rock Springs, WY

LPL Financial

Kelsey Abbott is a financial advisor with LPL Financial in Rock Springs, Wyoming, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Financial Advocates Investment Management and Waddell & Reed. Outside of her advisory work, she serves as a Notary Public in Sweetwater County, Wyoming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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 accommodating various investment strategies and client needs.

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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Holli R

Series 66

Rock Springs, WY

LPL Financial

Holli Radakovich is a financial advisor with LPL Financial in Rock Springs, WY, holding the Series 66 designation and 16 years of industry experience. She previously worked at Waddell & Reed Inc and Financial Advocates Investment Management. Radakovich is also involved with the Holy Spirit Catholic Community in Rock Springs. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers various investment solutions supported by an in-house research team and accommodates both advisory and brokerage 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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Lyndsey D

Series 66

Rock Springs, WY

LPL Financial

Lyndsey Dorman is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed and various insurance carriers. Outside of finance, she was involved with doTERRA essential oils for eight years. 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 wide range of investment solutions supported by an in-house research team and combines 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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Ryan S

CFP®, Series 63

Rock Springs, WY

Edward Jones

Ryan Scott is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones in Rock Springs, WY since 2000. Outside of his advisory role, he is involved in agricultural and equestrian activities, including ownership interests in land grazing operations and barrel racing horses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

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

Series 63, Series 65

Rock Springs, WY

LPL Financial

Jason Radakovich is a financial advisor with LPL Financial in Rock Springs, WY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 15 years with Waddell & Reed Inc and various insurance carriers. Radakovich also serves as a board member for NebraskaLand Financial Services, Inc. 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 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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Ekaterina C

Series 66

Rock Springs, WY

Edward Jones

Ekaterina Candelaria is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2021. Prior to her advisory career, she spent eight years engaged in homemaking. 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 investment strategies and affiliated services under a fiduciary standard.

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

Series 66

Green River, WY

Edward Jones

Robert Ross is a financial advisor at Edward Jones in Green River, Wyoming, with seven years of industry experience. He has held his current role since 2018 and previously worked at Enterprise Rent-A-Car. Ross holds the Series 66 designation. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Matthew V

Series 66

Rock Springs, WY

LPL Financial

Matthew Vesco is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to his advisory role, he was a full-time student at the University of Wyoming and worked at the Rock Springs Family Rec Center. 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 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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Justin F

Series 66

Green River, WY

Edward Jones

Justin Flores is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at New York Life, Genesis Alkali, Western Wyoming Community College, the City of Green River, University of Wyoming, and the Green River K-12 School System. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Robert R

Series 63

Green River, WY

Edward Jones

Robert Ross Jr. is a financial advisor with Edward Jones, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is an authorized representative of Uinta Solutions LLC, a commercial real estate holdings business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Justin S

Series 66

Rock Springs, WY

Edward Jones

Justin Spicer is a financial advisor at Edward Jones in Rock Springs, Wyoming, with 12 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Oil & Gas
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