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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 43 near 01585

Out of 400,000+ nationwide

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Dennis A

Series 66

Auburn, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner
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Cara H

Series 66

Charlton, MA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Divorce financial planning Multi-generational wealth transfer
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Hunter B

ChFC®, Series 66

Palmer, MA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management
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Trevor N

ChFC®, Series 66

Sturbridge, MA

Edward Jones

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business exit / sale strategy Wealth management Founder/Business Owner
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Christina L

Series 66

Sturbridge, MA

Merrill

Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies. Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.

Retirement income strategy Income planning Business ownership considerations Wealth management Executive Founder/Business Owner Parents
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Jeffrey W

Series 63, Series 66

Brookfield, MA

Wexler Financial Group

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John E

CFP®, Series 63, Series 65

West Brookfield, MA

Able Financial Planning, Inc.

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Joseph S

CFA®

Jefferson, MA

Beantown Financial Advisors LLC

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Lindsey A

Series 65

Sturbridge, MA

McCurdy & Andrew Investments, LLC

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Dennis M

CFP®, Series 63

Sturbridge, MA

McCurdy & Andrew Investments, LLC

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