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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)

Top 30 financial advisors of 104 near 04043

Out of 400,000+ nationwide

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Dillon B

Series 66

Saco, ME

Fidelity

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Wealth management Passive / index investing Active portfolio management
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Quang N

Series 63, Series 65

Saco, ME

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Founder/Business Owner Intergenerational Families
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Sean D

Series 63, Series 66

Sanford, ME

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Kevin D

Series 63, Series 65

Kennebunkport, ME

Fidelity

Kevin Davis is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He specializes in goal-based financial planning, working closely with clients to develop comprehensive plans that align with their financial goals, needs, and preferences. Kevin joined Fidelity in 2014 and has held multiple roles within the company, including Investment Consultant from 2018 to 2019, Relationship Manager from 2017 to 2018, and Financial Representative from 2014 to 2016. His extensive experience at Fidelity reflects a consistent focus on client collaboration and financial planning. Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, spending time at the lake, and skiing.

Wealth management Cash flow / budgeting Financial Professional
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Timothy H

Series 63, Series 66

Arundel, ME

Fidelity

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

General retirement planning Wealth management Financial Professional
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Abigail B

CFP®, Series 66

Biddeford, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Retirement withdrawal strategies ESG / Sustainable investing
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Jason S

Series 66

Scarborough, ME

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Bryan F

Series 66

Arundel, ME

Fidelity

Bryan Frates is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to create and implement personalized financial plans aimed at providing confidence in their futures. Bryan has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before assuming his current role in 2022. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2020. Outside of his professional work, Bryan is interested in family activities, golf, spending time at the lake, music, and parenthood.

Financial Professional
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Devin H

CFP®, Series 66

Biddeford, ME

Fidelity

Devin Hilton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Planning Consultant from 2022 to 2023, and as an Investment Management Consultant II from 2020 to 2022. He began his career at Fidelity Investments as an Investment Management Consultant I in 2019. Throughout his tenure at Fidelity, Devin has gained experience in financial consulting and investment management. He focuses on developing strategic plans that align clients' financial resources with their goals, whether they are years away from retirement, approaching it, or already retired. Outside of his professional work, Devin's personal interests include biking, golf, hiking, parenthood, skiing, and soccer.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Approaching retirement Retired Parents
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Taylor D

CFP®, Series 66

Ogunquit, ME

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer
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