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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 763 near 23704

Out of 400,000+ nationwide

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Greg Y

CFP®, ChFC®, EA

Virginia Beach, VA

Apforia

At Ahead Full Wealth, we help people who’ve built a good life feel confident they’re making the most of it, financially and otherwise. We serve those who’ve quietly crossed significant milestones: a military retirement, a solid government pension, a seven-figure portfolio. They’ve done well but wonder if there’s more they could be doing. We step in with clear, strategic advice that fits their real life—focused on what matters most, not just what’s possible. As a fee-only planner based in North Kingstown, Rhode Island, I work closely with mid- to late-career military families, educators, and government professionals. These clients often juggle complex benefits, career shifts, and big family decisions. My job is to simplify those moving parts, bring structure to the chaos, and help align their money with the life they want to lead—today and in the years ahead. Ahead Full was built to offer deeply personal planning, the kind that evolves with you. Our process helps clients get clear on their goals, navigate tradeoffs, and make confident decisions with their finances. Whether we’re managing investments, modeling a Roth conversion strategy, or choosing the right survivor benefit plan, we’re here to guide with intention and care. In October 2024, we joined APFORIA, LTD as a tenant firm. This partnership expands our capabilities while preserving our independent voice and close-knit approach. We’re still Ahead Full—just with a little more wind in our sails. I bring experience as a military leader, educator, business owner, and planner. I know how life can pull in a hundred directions. And I know how good it feels to regain your bearings. That’s the work I love: helping people steer with purpose and move forward, full ahead.

Military & Veterans Educators, Teachers, and Academics Government Employee Gen Y/Millennials (Born 1980-1995)
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Mike H

CFP®, ChFC®

Virginia Beach, VA

Apforia

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

College savings (529s, UTMA, etc.) Military & Veterans Government Employee Gen X (Born 1965-1980)
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Quintina W

Series 66

Norfolk, VA

Merrill

Quintina Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. She supports business owners in sponsoring retirement plans, guides executives through RSU exit strategies, and assists families with cross-generational financial planning. Ms. Wallace holds a Bachelor's Degree from Albany State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations such as the Alzheimer's Association and the National Association of Plan Advisors. Outside of her professional commitments, Quintina enjoys camping, hiking, and spending time with her family. Her mission is to empower individuals and families to take control of their financial future by transforming complexity into clarity.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Multi-generational wealth transfer Founder/Business Owner Executive Women Professionals Mid-Career Professionals Established Professionals
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Gregory G

Series 66

Virginia Beach, VA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Robert B

Series 63, Series 66

Virginia Beach, VA

Merrill

Robert Bradshaw is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He is the founding member of The Bradshaw Wealth Management Group and works with high-net-worth families, trustees, owners of closely held businesses, nonprofit organizations, and administrators of corporate retirement plans. Robert designs tailored wealth management and investment strategies by carefully considering each client's financial goals, family wishes, estate planning needs, and tax circumstances. He is also a qualified Portfolio Manager who builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm’s Investment Advisory Program. Robert began his career in financial services in 1999 and joined Merrill Lynch Wealth Management in 2002. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and earned his bachelor's degree in business administration from Coker College in Hartsville, South Carolina. Robert has been named to the Forbes “Best-in-State Wealth Advisors” list from 2018 through 2025. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Residing in Virginia Beach with his wife, Megan, and their three sons, Robert enjoys outdoor activities and spending time with his family. He has served on the board of directors for The First Tee of Hampton Roads and is a past president of the Bennett’s Creek Sertoma Club, an organization dedicated to helping hearing-impaired children in the Tidewater Region of Virginia.

Wealth management Retirement income strategy Income planning General estate planning guidance Retirement withdrawal strategies Parents Women Professionals LGBTQIA
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Colin M

Series 63, Series 66

Virginia Beach, VA

Fidelity

Colin McDowell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He brings to this position seven years of experience in the financial industry, including his previous role as a Portfolio Analyst at Blue Digital Capital, LLC from 2020 to 2022. Colin's professional focus centers on collaborating with clients in Hampton Roads to help them navigate and build their financial futures efficiently. Drawing from his global upbringing and diverse experiences, Colin works with investors from various backgrounds to develop and maintain financial plans tailored to their unique life situations. His approach emphasizes alignment of investment strategies with individual goals and circumstances. Outside of his professional work, Colin has interests in comedy, fitness, football, hiking, traveling, and volunteering.

Wealth management Passive / index investing
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Richard R

CFP®, Series 66

Suffolk, VA

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Howard B

Series 63, Series 65

Norfolk, VA

Merrill

Howard Burd is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving affluent clients, executives, and business owners. Drawing on his experience advising high-net-worth individuals, Mr. Burd provides access to Merrill's global investing resources and the banking, credit, and lending services of Bank of America. His approach focuses on developing personalized strategies that address the complexities of wealth management while optimizing opportunities to pursue clients' financial goals. Mr. Burd's background includes over 11 years of service as a U.S. Marine Corps officer, where he attained the rank of Captain and advised senior commanders on fiscal operations and logistics. Following his military career, he worked as a Relationship Banker at J.P. Morgan and contributed to expanding client relationships at Amerivet Securities. He holds Series 7, 63, and 65 licenses as well as the Personal Investment Advisor (PIA) designation. Mr. Burd earned a bachelor's degree from Embry-Riddle Aeronautical University. In addition to his professional work, Mr. Burd mentors veterans transitioning to civilian careers and is actively involved in supporting veterans’ causes. His client focus includes executive compensation, family wealth management strategies, small business strategies, investment strategy for individuals and corporations, and tax minimization. Outside of work, he enjoys chess, running, and spending time with his family.

Wealth management Active portfolio management Business ownership considerations Tax strategies for small businesses Military & Veterans Executive Founder/Business Owner
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Ryan N

Series 66

Virginia Beach, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Military & Veterans
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Kevin H

Series 66

Virginia Beach, VA

Merrill

Kevin Hirschfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aligned with their unique ambitions and priorities. His approach centers on the investor, focusing on understanding each client's life and goals to recommend appropriate solutions and monitor progress over time. Kevin's areas of expertise include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Old Dominion University and the Personal Investment Advisor (PIA) designation. Born and raised in Hampton Roads, Kevin resides there with his wife, Shelby, and their three children. Outside of his professional role, he is involved in the community through the Ocean Park Volunteer Rescue Squad. His personal interests include baseball, basketball, boating, yoga, traveling, and spending time with his family.

College savings (529s, UTMA, etc.) Family Business General retirement planning Retirement income strategy Wealth management Parents Young Families
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