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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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Michael H

Series 66

Kosciusko, MS

Empower Advisory Group

Michael Hatcher is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2025. His prior experience includes positions at Agia, Valic Financial Advisors, and Renasant Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Scicile L

Series 66

Kosciusko, MS

LPL Financial

Scicile Lindsay is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2014 and concurrently owns and operates Lindsay CPA Firm, providing tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

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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Austin P

Series 66

Kosciusko, MS

Ameriprise

Austin Parker is a financial advisor with Ameriprise in Kosciusko, MS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at the Social Security Administration and held teaching positions at Kosciusko Junior High School and Tishomingo County High School. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a centralized team supporting retirement income consulting.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sheridan M

Series 66

Kosciusko, MS

Ameriprise

Sheridan Mitchell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to that, he was employed at Hudspeth Regional Center and Mississippi State University. Ameriprise is an institutional firm that offers a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm provides comprehensive, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian D

Series 66

Kosciusko, MS

LPL Financial

Brian Davis is a financial advisor with LPL Financial in Kosciusko, MS, holding a Series 66 designation. He has been with LPL Financial since 2018 and previously worked at The Citizens Bank of Philadelphia from 2015 to 2018. In addition to his advisory role, he operates Davis Tax Service, LLC, a tax preparation and accounting business. 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 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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Robert M

Series 63, Series 65

Kosciusko, MS

Ameriprise

Robert Mac Kenzie is a financial advisor with Ameriprise in French Camp, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor since 2005. Outside of advising, he serves as president on the board of Complete In Christ Ministries and owns a business specializing in payroll management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create written recommendations delivered in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan L

Series 66

Kosciusko, MS

LPL Financial

Ryan Lindsay is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a partial owner and recreational pilot in the Kosy Flying Club. 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 various 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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Aubrey R

Series 66

Kosciusko, MS

Ameriprise

Aubrey Rawson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2008, including its predecessor entity Ameriprise Financial Services, Inc. Outside of his advisory role, he manages a business through S L Rawson, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dorothy P

Series 66

Kosciusko, MS

Ameriprise

Dorothy Parks is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entity since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a centralized consulting team delivering algorithm-driven recommendations tailored by advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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