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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 42 near 16301

Out of 400,000+ nationwide

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Christopher R

CFP®, ChFC®, Series 63, Series 66

Franklin, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Brian M

Series 66

Franklin, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Halle D

Series 66

Seneca, PA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Chad S

Series 66

Seneca, PA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Kodie E

Series 66

Reno, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Donna R

Series 63, Series 65

Seneca, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Shelley S

Series 63, Series 65

Cranberry Twp, PA

Fidelity

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

Wealth management
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Patrick S

CFP®, ChFC®

Cranberry Twp, PA

Compound Planning, Inc.

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Stephen U

Series 63, Series 65

Oil City, PA

&PARTNERS

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Debra D

CFP®, Series 63, Series 65

Oil City, PA

&PARTNERS

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