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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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Duane P

Series 63, Series 66

Prineville, OR

Money Concepts Capital Corp

Duane Porter is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including CUSO Financial Services and Sorrento Pacific, and he owns Porter & Porter, LLC, a consulting business unrelated to investments. Porter serves as a board member of High Desert Christian Academy and is a first lieutenant in the Crook County Sheriff's Mounted Posse, participating in ceremonial events. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs using fundamental and technical analysis combined with modern portfolio theory, offering both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Anders R

Series 63, Series 65

Powell Butte, OR

Cambridge Investment Research Advisors

Anders Ramstad is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2011. Outside of his advisory role, he is a part-owner and managing member of Finity Group LLC, where he is involved in insurance services and owns the copyrights to "Financial Planning Basics for Doctors." Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Oliver W

CFP®, Series 66

Prineville, OR

Edward Jones

Oliver Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including prior roles at Veada Industries, Goshen College, Brasada Ranch, and Hesston College, alongside 18 years in education. Wisseman has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement income strategy Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Lisa S

Series 63, Series 65

Prineville, OR

LPL Financial

Lisa Solomon Kelso is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved with Kelso Land Surveying LLC, a non-investment-related business. 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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Megan L

Series 66

Prineville, OR

Edward Jones

Megan Layne is a Series 66 licensed financial advisor with Edward Jones, based in Prineville, Oregon. She has seven years of industry experience, including prior roles at Publicis Groupe - Blue 449 and Insight Global. She began her career with Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Darrel W

Series 63, Series 65

Prineville, OR

Edward Jones

Darrel Wisseman is a financial advisor with Edward Jones in Prineville, OR, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. He serves as a board member for Western Christian School in Salem, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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