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

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Out of 400,000+ nationwide

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Jeremy B

Series 63, Series 65

Yarmouth Port, MA

Bogle Wealth Management, LLC

Passive / index investing Tax-loss harvesting
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Justin H

Series 65

Marstons Mills, MA

Starboard Wealth Management, LLC

Options & derivatives strategies Active portfolio management
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Vincent R

CFP®

South Dennis, MA

Pier 42 Advisors

At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.

General retirement planning Wealth management Founder/Business Owner Baby Boomers (Born 1946-1964)
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Joseph W

CFA®

East Dennis, MA

J. Williams Wealth Management, LLC

Active portfolio management
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Bruce E

CFA®, Series 63, Series 66

Hyannis, MA

Sentinel Advisory Corp

Active portfolio management Wealth management
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Harry B

CFA®, Series 63, Series 65

Dennis, MA

Harry S. Bower, LLC

Active portfolio management Options & derivatives strategies
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Christopher N

Series 63, Series 65

Mashpee, MA

Nichols Investment Advisory Services

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Active portfolio management Retired Founder/Business Owner Doctor or Medical Professional
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Margaret M

CFP®, Series 63

Dennis, MA

Portfolios Boston

General retirement planning Income planning Retired Approaching retirement
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Susan R

CFP®, Series 65

Mashpee, MA

Roman Retirement Planning, LLC

General retirement planning Annuities Cash flow / budgeting Debt management Young Professionals
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Humam S

Series 63, Series 65

Osterville, MA

Washington Financial Group, Inc.

General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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