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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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Tyler T

Series 66

Nocona, TX

Edward Jones

Tyler Thomas is a Series 66-licensed financial advisor with Edward Jones in Nocona, TX, where he has worked since 2007, totaling 19 years in the industry. Outside of his advisory role, he is involved in managing agricultural and land-related ventures, including raising and selling cattle and participating in property partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets supported by a large national network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Ward W

Series 63, Series 66

Bowie, TX

Edward Jones

Ward Wallace is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves on the board of the Bowie Rural Volunteer Fire Department and is a board member of the Bowie 4B Sales Tax Corporation; he also owns and operates a ranch in Bowie, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond traditional advisory services.

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

CFP®, Series 63, Series 66

Forestburg, TX

LPL Financial

James Nielsen is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Forestburg, TX. Outside of his advisory role, he manages a farm where he raises cattle and hay products. 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 accommodates both advisory and brokerage needs through its extensive 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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Jennifer E

Series 66

Montague, TX

Fidelity

Jennifer Eller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Benefits Relationship Manager from 2023 to 2024, a Workplace Planning Consultant I from 2022 to 2023, and a Workplace Planning Associate from 2021 to 2022, all within Fidelity Investments. Additionally, she was a Licensed Insurance Agent at New York Life Insurance Company in 2021. Her professional experience spans various facets of benefits and workplace financial planning, focusing on integrating workplace benefits into comprehensive financial plans. Jennifer aims to establish long-term client relationships based on trust, transparency, and open communication to develop customized financial strategies that align with her clients' unique needs and goals.

Retirement income strategy Income planning General retirement planning
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Nathaniel W

Series 66

Bowie, TX

Edward Jones

Nathaniel Wood is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through 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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