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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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Matthew C

Series 63, Series 66

Baker City, OR

Inspire Advisors, LLC

Matthew Cunningham is a financial advisor with Inspire Advisors, LLC in Baker City, OR, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Commonwealth Financial Network and operated Cunningham Financial Group, P.C., a non-investment-related business used for tax purposes. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment strategies including index-based, strategic, and tactical allocations.

ESG / Sustainable investing
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Johnathan C

Series 65

Baker City, OR

Inspire Advisors, LLC

Johnathan Cunningham is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network and as a self-employed advisor. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a range of investment strategies including index-based and tactical allocations.

ESG / Sustainable investing
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James M

Series 66

Baker City, OR

LPL Financial

James Mahoney is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Edward Jones, Eastern Oregon Rentals and Sales, Iron Horse Tools, and the Oregon Department of Corrections. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors and institutional clients, offering a range of investment programs and financial planning solutions through a network of over 21,800 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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Christina W

Series 66

Baker City, OR

LPL Financial

Christina White is a financial advisor with LPL Financial in Baker City, OR, holding a Series 66 designation and having 11 years of industry experience. She has been with LPL Financial since 2014 and is also associated with Vision Wealth Management. 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 financial planning and investment management 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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Katherine B

Series 66

Baker City, OR

Edward Jones

Katherine Bailey is a Series 66 licensed financial advisor with Edward Jones in Baker City, OR, and has eight years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is a co-owner and part-time manager of a rental building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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