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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

15 advisors near 47501

Out of 400,000+ nationwide

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Michael G

Series 63, Series 65

Loogootee, IN

Creativeone Wealth, LLC

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Eric B

CFP®, Series 63, Series 66

Washington, IN

Edward Jones

Eric Bassler is a CFP® with 25 years of experience in financial advisory services, currently with Edward Jones. He has been with the firm since 2000. Outside of his advisory role, he serves as a State Senator in Indiana and holds board positions with the Heart of City organization and the Wabash Valley Correctional Facility advisory board. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Troy S

CFP®, Series 63, Series 65

Washington, IN

OSAIC

Troy Stoll is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Outside of his advisory role, he is the treasurer and a board member of Sandborn First Christian Church and owns a sole proprietorship providing bookkeeping and financial statement preparation services. He also operates a firearms transfer business as a hobby. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a large network of financial advisers who serve a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Mary A

Series 66

Loogootee, IN

Edward Jones

Mary Anderson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Washington, IN

Edward Jones

Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Grant S

Series 63, Series 66

Washington, IN

Edward Jones

Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Alex K

Series 66

Washington, IN

LPL Financial

Alex Knepp is a financial advisor with LPL Financial in Washington, Indiana, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2009 and also has a longstanding affiliation with German American Bank beginning in 2002. Knepp serves on the Barr-Reeve School Board, a nonprofit position he has held since 2017. LPL Financial provides advisory and brokerage services to a diverse range of clients including individuals, retirement plans, institutions, and high-net-worth households. The firm offers multiple investment delivery options supported by an in-house research team, combining large-scale advisory operations with a variety of product offerings and service capabilities.

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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Nathan R

Series 66

Washington, IN

LPL Financial

Nathan Raber is a Series 66-licensed financial advisor with LPL Financial, based in Washington, Indiana, and has one year of industry experience. Prior to joining LPL Financial and German American Bancorp in 2025, he worked in various educational roles from 2015 to 2024. He is also involved with German American Investment Services Group, a DBA related to his LPL business. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and charities. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

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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Kristin M

CFP®, Series 66

Washington, IN

Edward Jones

Kristin Miles is a CFP®-certified financial advisor with Edward Jones, based in Washington, IN, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at AES Corporation for nine years. She serves as a board member for both Daviess Community Hospital and the Daviess County Alcoholic Beverage Commission. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Kevin L

Series 66

Loogootee, IN

Edward Jones

Kevin Lewis is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Sam's Club for over ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Brent C

Series 63, Series 66

Loogootee, IN

Edward Jones

Brent Courter is a financial advisor with Edward Jones in Loogootee, Indiana, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a board member and president of the Loogootee School Corporation and is on the finance committee for Vincennes University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm maintains a large national network of advisors and offers discretionary and non-discretionary strategies, affiliated mutual funds, and additional services including tax-efficient overlay and proxy voting.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Tara P

ChFC®, Series 66

Washington, IN

Edward Jones

Tara Parsons is a financial advisor with Edward Jones in Washington, IN, holding a ChFC® designation and a Series 66 license. She has 19 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory work, she is involved in managing rental property through LLCs. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Scott C

Series 66

Washington, IN

Edward Jones

Scott Cordova is a financial advisor with Edward Jones in Washington, Indiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an offensive line football coach for Washington Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and is notable for its large nationwide advisor network and affiliated financial services beyond traditional advisory offerings.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Douglas B

Series 66

Washington, IN

Edward Jones

Douglas Bubalo is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Petersburg, IN

Edward Jones

Thomas Willis is a financial advisor with Edward Jones in Petersburg, IN, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Willis is involved in family business activities including management roles in real estate and farming entities. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, investment products, and affiliated services through a large nationwide network of financial advisors and branch offices.

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