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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 161 near 19958

Out of 400,000+ nationwide

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Christopher F

Series 63, Series 66

Lewes, DE

Janney Montgomery Scott

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPCâ„¢), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Parents Married/Couples/Partners Mid-Career Professionals
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Travis O

Series 63, Series 66

Lewes, DE

Edward Jones

Retirement income strategy Business ownership considerations General estate planning guidance Doctor or Medical Professional Educators, Teachers, and Academics Government Employee
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Janet M

CFP®, Series 63, Series 66

Bethany Beach, DE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Christopher J

Series 63, Series 65

Rehoboth Beach, DE

Merrill

Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.

Wealth management
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Lance R

ChFC®, Series 66

Millsboro, DE

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General estate planning guidance Newlywed/Engaged
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Kevin T

ChFC®, Series 66

Millsboro, DE

Edward Jones

Retirement income strategy General retirement planning
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James G

Series 66

Rehoboth Beach, DE

Merrill

James Gamuciello is a Senior Resident Director and Wealth Management Advisor at Merrill, where he serves as a financial resource and educator to his clients. He focuses on areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. James holds a High School Diploma from Dover High School, a Bachelor's Degree from Hawaii Pacific University, and a Master of Business Administration with a focus on Finance from the University of Delaware. His professional designations include CERTIFIED FINANCIAL PLANNERâ„¢ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, James participates in community initiatives such as Teach Kids to Save Day and maintains a connection with the University of Delaware. His personal interests include basketball, surfing, and traveling.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Tax-loss harvesting
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Daniel K

Series 66

Lewes, DE

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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Derek C

Series 63, Series 66

Lewes, DE

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Lauren F

Series 66

Georgetown, DE

Merrill

Lauren Fritz Mariner is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, based in the Rehoboth Beach, Delaware office. She also serves as a Senior Portfolio Advisor and holds the Retirement Benefits Consultant designation. Lauren provides fiduciary advisory services to defined contribution plans and assists clients in developing long-term financial strategies that address retirement, educational needs, liabilities management, and insurance. With over twenty-four years of experience in the financial services industry, Lauren is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's degree in Communications from Salisbury State University. Lauren’s practice emphasizes education, open communication, and a disciplined approach to financial planning, including comprehensive analysis before investment recommendations. She focuses on personal attention tailored to clients' needs and schedules, supported by technology and ongoing research. Lauren is active in the Greater Georgetown Chamber of Commerce, Autism Delaware, Sussex Academy of Arts and Sciences, and Wesley United Methodist Church. She has been involved with the Miss America Scholarship Program as a local titleholder, director, certified judge, coach, and host family for Delaware’s Distinguished Young Women program. Born in Iowa, Lauren balances her professional career with community involvement and maintains two principal business rules: the Golden Rule and the Sundown Rule, ensuring prompt communication with clients.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning ESG / Sustainable investing Women's Finance Women Professionals LGBTQIA
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