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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 168 near 15062

Out of 400,000+ nationwide

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Lance B

Series 63, Series 66

Bethel Park, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Michael K

Series 66

California, PA

Edward Jones

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Chad N

CFP®, Series 66

Charleroi, PA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer
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Ian M

CFP®, ChFC®, Series 66

Pittsburgh, PA

Edward Jones

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Jennifer H

Series 65, Series 66

Venetia, PA

Merrill

Jennifer Haggerty is a Private Wealth Advisor with Merrill Lynch Wealth Management and a founding member of the Duckworth Haggerty Group, a team established in 2008 that includes 17 professionals. She specializes in family wealth management strategies, legacy planning, and tax minimization to assist families in navigating the complexities of wealth. With nearly 30 years of experience, Jennifer’s background includes nine years providing financial and tax advisory services at Ernst & Young, as well as four years working in the private trust department of a large commercial bank. She holds a Doctorate from The Dickinson School of Law at Pennsylvania State University and a Bachelor's Degree in Economics from Indiana University of Pennsylvania. Jennifer also holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jennifer is active with the Women's Leadership Council of the United Way of Southwestern Pennsylvania. A native of Pittsburgh, she resides in the South Hills with her husband, Joseph Kunze, who is also a Private Wealth Advisor at Merrill. Together they have five adult children. Her personal interests include hiking, reading, spending time with family, and traveling.

Tax-loss harvesting Business exit / sale strategy Business succession planning General estate planning guidance Charitable giving & philanthropy Women Professionals
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Karen I

Series 65

Mcmurray, PA

ILG Private Wealth, Inc.

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Gary B

CFP®

Monessen, PA

Boatman Wealth Management, LLC

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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC

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Kathi Z

CFP®, Series 66

Bethel Park, PA

Zimmer Financial Planning

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Neil M

Series 65

Eighty Four, PA

Trendscast Financial LLC

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