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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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Joel D

Series 66

Hartford, KS

Cetera

Joel Dieker is a financial advisor with Cetera based in Hartford, Kansas, holding a Series 66 designation and one year of industry experience. His background includes roles at various Cetera entities since 2024 and prior work in farming operations through Dieker Farms since 2010, where he is involved in animal care and crop management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple program structures supported by affiliated investment management and custodial platforms.

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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Richard C

Series 63, Series 66

New Strawn, KS

LPL Financial

Richard Croll is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he serves as the elected County Treasurer for Coffey County, Kansas. 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 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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Adam B

Series 63, Series 65

Burlington, KS

Fidelity

Adam Bea is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He brings nearly a decade of experience in the financial industry, including roles as a Mutual Fund Wholesaler at Ivy Investments from 2019 to 2021 and as a Retirement Consultant at Empower Retirement from 2016 to 2019. His professional focus involves understanding clients' financial needs and goals to develop straightforward and implementable financial plans. Adam holds an Arkansas Insurance License, which supports his work in providing financial consulting services. His approach emphasizes partnership with clients to create plans that allow them to concentrate on their priorities.

Charitable giving & philanthropy Active portfolio management Financial Professional
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