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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 645 near 17112

Out of 400,000+ nationwide

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David H

CFP®

Hershey, PA

First Light Wealth

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Business exit / sale strategy Business succession planning Business Financial Management Attorney Founder/Business Owner Gen X (Born 1965-1980)
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Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families
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Heath G

Series 66

Hershey, PA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance
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Karen B

CFP®, Series 66

Hummelstown, PA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Tyler B

Series 63, Series 65

Camp Hill, PA

Edward Jones

Wealth management Founder/Business Owner Military & Veterans
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Vickie G

Series 66

Harrisburg, PA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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Megan F

Series 66

Harrisburg, PA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Educators, Teachers, and Academics Engineering Professional
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Rocco C

Series 66

Harrisburg, PA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Mark B

CFP®, Series 63

Camp Hill, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer
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Toni R

ChFC®, Series 66

Dillsburg, PA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy General estate planning guidance
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