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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 20 financial advisors of 20 near 04538

Out of 400,000+ nationwide

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Michael B

Series 66

South Bristol, ME

Merrill

Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.

Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Established Professionals Parents
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Jeffrey L

Series 63, Series 66

Bath, ME

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance
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Melissa H

CFP®

Boothbay Harbor, ME

Black Harbor Financial

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William G

Series 63, Series 65

Boothbay Harbor, ME

Shoreline Capital Corporation

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William W

CFP®, Series 63

Bristol, ME

August Wealth Group, Inc.

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Brandon C

Series 66

Phippsburg, ME

Rossby Financial, LLC

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William C

CFA®

Baltimore, MD

Jemma Financial Services

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Edmund B

Series 63, Series 65

Warwick, RI

Janney Montgomery Scott

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David B

Series 63, Series 65

Bath, ME

OSAIC

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Jeffrey G

Series 66

Bath, ME

Edward Jones

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