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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)

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Out of 400,000+ nationwide

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Daniel D

Series 63, Series 66

Moseley, VA

Empire Wealth Management, LLC

General retirement planning Cash flow / budgeting
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Michael G

Series 63, Series 66

Mechanicsville, VA

Rise Wealth Partners LLC

General retirement planning Income planning General tax planning Business succession planning Charitable giving & philanthropy Founder/Business Owner
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Jb B

Series 63, Series 65

Richmond, VA

J. B. Bryan Financial Group, Inc.

General retirement planning Life insurance needs analysis Long-term care insurance Cash flow / budgeting General tax planning
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Stephen T

Series 63, Series 65

Henrico, VA

Flatiron Wealth Advisors, LLC

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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John H

CFP®, Series 66

Moseley, VA

Swift Creek Wealth Management

Wealth management
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Bradley C

Series 65

Midlothian, VA

Carnahan Capital Management, LLC

Active portfolio management
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Randy K

Series 66

Chesterfield, VA

NorthStar Wealth Management LLC

Wealth management General tax planning Charitable giving & philanthropy Founder/Business Owner Retired Established Professionals
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Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)
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Jeffery S

Series 63, Series 65

Henrico, VA

Plan Sponsor Adviser, LLC

Founder/Business Owner
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Matthew J

CFP®, CFA®, Series 65

Richmond, VA

Noble Hill Planning LLC

Tax-loss harvesting Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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