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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)

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Robert N

Series 63, Series 65

Pryor, OK

Royal Fund Management, LLC

Robert Norris is a financial advisor with Royal Fund Management, LLC in Pryor, OK, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Royal Fund Management since 2013 and also owns Norris Financial Services, LLC, where he sells insurance products. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and provides specialized services such as access to select non-traded REITs and an options-writing overlay.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Kimberly S

Series 66

Delaware, OK

Founders Financial Securities LLC

Kimberly Stewart is a financial advisor with Founders Financial Securities LLC and Kessler Investments, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with both firms since 2013. Outside of her advisory roles, she serves as Treasurer of the Athol Republican Town Committee and owns a farming business in Delaware, Oklahoma where she leases land and sells hay. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, brokerage, and insurance services through multiple delivery platforms and sub-advisory relationships.

Business exit / sale strategy Founder/Business Owner Retired
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Jason B

Series 63, Series 65

Vinita, OK

Cornerstone Wealth Management, LLC

Jason Benson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, Inc., and Oklahoma State Bank. Outside of advising, he serves as a volunteer firefighter and owns a farm where he sells hay. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a combination of advisor-led discretionary management, third-party managers, and algorithm-driven models to deliver tailored investment advice and manages a high client load through a multi-brand operating model supported by LPL platform programs and technology.

Charitable giving & philanthropy Founder/Business Owner Retired
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Wesley C

Series 63, Series 65

Pryor, OK

Principal Financial Services

Wesley Cyrus is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked with Union Financial and multiple Principal affiliates since 2020, as well as MWA Financial Services and Modern Woodmen Of America earlier in his career. Outside of his advisory role, he serves as a college basketball official, participates on the board of an organization providing respite care for parents with disabled children, and chairs the advisory council of his local church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Retired Founder/Business Owner
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Whitney G

Series 66

Adair, OK

Cambridge Investment Research Advisors

Whitney Gum is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2022, Gum worked with United Planners' Financial Services of America and Avantax, and has been involved with ENJ Financial LLC since 2018. Outside of advisory work, Gum is employed at Hummel Water Well Services, Inc., a water well services company. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, utilizing various account platforms and third-party strategists.

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

Series 63, Series 65

Adair, OK

Cambridge Investment Research Advisors

Kindsey Ely is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Cambridge in 2022, Ely was affiliated with United Planners' Financial Services of America and Avantax-related firms. Outside of advisory work, Ely owns and operates several businesses including a radio station, Blue Sky Media, and hosts religious revival events through Everyone Needs Jesus. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model-based and individualized investment approaches across multiple account platforms.

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

Series 66

Pryor, OK

Edward Jones

Eric Hansbrough is a Series 66-registered financial advisor with Edward Jones in Pryor, Oklahoma, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is also a property owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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Mike V

Series 66

Langley, OK

Edward Jones

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Engineering Professional
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Steven T

Series 66

Vinita, OK

Edward Jones

Steven Tamplen is a Series 66-registered advisor with Edward Jones in Vinita, Oklahoma, with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Great Plains Coca Cola from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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