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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 81 near 06260

Out of 400,000+ nationwide

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Pasco D

Series 63, Series 66

Pomfret, CT

Fidelity

Pasco DelFarno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager. In his current role, Pasco focuses on understanding clients' goals, challenges, and aspirations to co-create holistic financial plans. He emphasizes listening, asking thoughtful questions, and building trust as key components of his service approach. Pasco holds the CFP® designation.

General retirement planning Wealth management Cash flow / budgeting
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Manlio D

Series 63, Series 66

Brooklyn, CT

Fidelity

Manlio DiRocco is a Financial Consultant I at Fidelity Investments, where he currently supports clients in managing their financial plans. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I, II, and III before his current position. His experience at Fidelity Investments spans client relationship management and investment solutions, providing him with a foundation in financial consulting. Manlio holds insurance licenses in Arkansas and California, enabling him to offer insurance-related advice as part of his services. Outside of his professional role, Manlio's personal interests include family activities, fishing, fitness, hiking, motorcycles, and traveling.

Financial Professional
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David C

Series 66

Burrillville, RI

Fidelity

Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.

Wealth management Passive / index investing Parents
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Gary P

Series 65

Danielson, CT

Westcott Investment Advisors LLC

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Leslie W

CFA®

Hampton, CT

Troika Investment 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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Sean M

CFA®

Uxbridge, MA

Lincoln Capital Corporation

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Gregory B

CFP®

Chepachet, RI

Aurelius Family Office, LLC

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Charles D

Series 65

Woodstock, CT

William Joseph Capital Management, Inc.

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