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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 95 near 20186

Out of 400,000+ nationwide

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Brent O

Series 66

Warrenton, VA

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Military & Veterans Young Professionals
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Nainoksha K

Series 66

Gainesville, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Michael K

Series 66

Marshall, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans Government Employee
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Cassandra L

Series 66

Haymarket, VA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Women Professionals Widow/Widower
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Justin Q

Series 66

Nokesville, VA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sarah A

CFP®, Series 63, Series 66

Marshall, VA

Edward Jones

Divorce financial planning Retirement income strategy
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Merwiey F

Series 66

Gainesville, VA

Merrill

Merwiey Farhat is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to develop personalized wealth management strategies that align with their financial goals and life priorities. His approach includes coordinating with estate attorneys on wills and trusts, and leveraging the resources of Bank of America specialists for personal and commercial banking and lending solutions. Farhat’s areas of focus include family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and small business strategies. He emphasizes building strong client relationships to create tailored financial plans designed around clients’ needs and aspirations. Holding the Professional Investment Advisor (PIA) designation, Farhat completed his high school education at Trinity Christian Academy and attended Florida State College of Jacksonville. Active in his community, Farhat is a member of the South Jacksonville Rotary Club and participates in the Business Network International. Outside of work, he enjoys spending time with his family, golfing, working out, traveling, and various recreational activities including basketball, billiards, boating, chess, fishing, football, and music.

Wealth management Retirement income strategy General estate planning guidance Tax strategies for small businesses Married/Couples/Partners Young Families
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Mark M

CFP®, Series 63, Series 66

Haymarket, VA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Early retirement planning Founder/Business Owner
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Jeremy N

CFP®, Series 66

Warrenton, VA

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Government Employee
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Jessica A

CFP®, Series 66

Warrenton, VA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Religious/faith focused
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