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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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Jason S

CFP®, ChFC®, Series 66

Monmouth, IL

Edward Jones

Jason Spanhook is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Monmouth, Illinois. He has nine years of industry experience and has worked with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Tyler L

Series 66

Biggsville, IL

OSAIC

Tyler Lutz is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 10 years. In addition to his advisory role, he is an attorney and owner of Lutz Law Firm, providing legal services in estate planning, real estate, and business planning. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing portfolio optimization tools and multiple investment products across wrap and non-wrap fee programs.

Annuities Founder/Business Owner Executive Retired
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Carter S

Series 63, Series 66

Smithshire, IL

Equitable Advisors

Carter Shultz is a financial advisor with Equitable Advisors in Smithshire, IL, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining Equitable Advisors, he worked at Hyvee for five years and at West Central High School for seven years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ryan P

Series 66

Monmouth, IL

Edward Jones

Ryan Painter is a financial advisor with Edward Jones in Monmouth, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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