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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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Mark S

Series 63, Series 65

Stone Ridge, NY

Stone Ridge Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Michael R

CFP®

Red Hook, NY

Shelterbelt Advisors

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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John D

Series 63, Series 65

Staatsburg, NY

Bantam Inc.

College savings (529s, UTMA, etc.) Professional Athlete Executive HENRY (High Earners, Not Rich Yet)
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Danielle H

Series 63, Series 65

Lake Hill, NY

Divine Asset Management LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business ownership considerations General tax planning Wealth management Founder/Business Owner Executive
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Daniel D

CFP®, Series 66

Rhinebeck, NY

DDO Advisory Services, LLC

Cash flow / budgeting Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Cathleen T

CFP®

Rhinebeck, NY

Moonbridge Financial Design, LLC

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Women Professionals Single Women Women's Finance Gen X (Born 1965-1980)
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Robert A

Series 63, Series 65

Red Hook, NY

Third Eye Associates, Ltd

Wealth management
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Elizabeth J

Series 63, Series 66

Red Hook, NY

Third Eye Associates, Ltd

Wealth management
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Rebecca B

CFP®, Series 63

Red Hook, NY

Third Eye Associates, Ltd

Wealth management
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Dyer M

CFP®, ChFC®, Series 66

Rhinebeck, NY

Kilter Group

Retirement income strategy Wealth management Founder/Business Owner
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