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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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Gregory B

Series 63, Series 65

West Decatur, PA

GWN Securities Inc.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Derek W

Series 63, Series 65

Bigler, PA

Eagle Strategies (NY Life)

Derek Walker is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Eagle Strategies since 2019 and has been involved with New York Life and its affiliated entities since 1998. Outside of his advisory role, Walker serves as an elected official in the Pennsylvania General Assembly and is an adjunct instructor of statistics at Penn State DuBois. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, offering a combination of advisory services alongside affiliated insurance and broker-dealer capabilities as part of New York Life.

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

ChFC®, Series 63

Woodland, PA

Mass Mutual Investors Services

Melvin Roberts is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license with 27 years of industry experience. His prior career includes nearly two decades at Metlife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is a partner in a property and casualty business and serves as president of a family camp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Randy M

Series 63, Series 65

Tyrone, PA

Cambridge Investment Research Advisors

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies. 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 large network of independent financial professionals using multiple account platforms.

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

Series 63, Series 66

Curwensville, PA

LPL Financial

Robert Buell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at IC Advisory Services, Inc., The Investment Center, Inc., and AFLAC. Buell also operates a sole proprietorship as an independent agent offering fixed and equity-indexed annuities through various insurance companies. 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 investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

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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Robert H

Series 63, Series 65

Smithmill, PA

OSAIC

Robert Hawkins is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Hawkins is a member and owner of Hawk Financial Group LLC, which provides financial services though he is not currently active in advisory business. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse 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 and brokerage services through its extensive network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Jason M

Series 66

Tyrone, PA

Ameriprise

Jason Miller is a Series 66-licensed financial advisor with Ameriprise, based in Tyrone, PA, and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise franchise previously operated by his father. Outside of his advisory role, he serves as a deacon in his local church. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gene W

Series 63, Series 65

Houtzdale, PA

OSAIC

Gene Wardo is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, LPL, and Invest Financial Corporation. Outside of his advisory work, he owns and operates Big Rock Swing and Ping, an automated golf driving range, and B&G Trees, a tree care business, and serves on the board of Moshannon Valley Partnership, which supports regional business development. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Bud B

Series 63, Series 65

Tyrone, PA

Cambridge Investment Research Advisors

Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge since 2006. Outside of his advisory role, he serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee of a nonprofit supporting Boy Scouts in his local area. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies delivered at the advisor level.

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

Series 63, Series 65

Osceola Mills, PA

Cambridge Investment Research Advisors

Craig Moore is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior work at PNC Investments. Moore serves as a board member and supervisory committee member for Timebrland Federal Credit Union. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and investment strategies.

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