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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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Sara K

Series 66

Geneva, NE

LPL Financial

Sara Kresser is a financial advisor with LPL Financial in Geneva, Nebraska, holding a Series 66 designation and three years of industry experience. She previously worked at Tyler Williams and has been involved with Reinke Manufacturing Co., Inc. Outside of finance, she is a bartender at Lazy Horse Brewing and is active with St. Peter Lutheran Church. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and charities. The firm provides a range of advisory and brokerage services supported by in-house research 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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Gregory J

Series 63

Sutton, NE

Cetera

Gregory Jahnke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he is also an insurance agent specializing in fixed life and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary approaches with access to multiple program structures and fiduciary solutions.

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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Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2020 and previously served at Securities America Advisors and Global View. Trauger is also Vice President at Cornerstone Bank in Aurora, NE. 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 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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Laurie S

Series 63, Series 66

Henderson, NE

LPL Financial

Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Securities America Advisors and Securities America, Inc., and she has been involved with Cornerstone Bank since 2003. Outside of finance, she serves as secretary of Stuhrville Farms, Inc., a farming corporation. 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 broad 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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Michael L

Series 63, Series 65

Geneva, NE

LPL Financial

Michael Lynch II is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial. Lynch also operates a non-variable insurance business through Creative One. 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 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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Tyler W

Series 63, Series 66

Geneva, NE

LPL Financial

Tyler Williams is a financial advisor with LPL Financial in Geneva, Nebraska, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has served on the Fillmore County Hospital Board since 2019 and is involved with local business and community organizations including the Geneva Chamber of Commerce. In addition to his advisory work, he owns non-investment related businesses such as TMW Group LLC and 3554R, LLC. 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 investment management options 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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