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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 629 near 27278

Out of 400,000+ nationwide

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Tim I

CFP®

Durham, NC

Iseler Financial

Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.

Artists or Creative Entertainment Industry Self-Employed Gen Y/Millennials (Born 1980-1995)
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Brittany B

CFP®

Chapel Hill, NC

Hilltop Wealth Advisors, LLC

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Wealth management Doctor or Medical Professional Gen Y/Millennials (Born 1980-1995) Parents Young Families
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Lili E

Series 66

Durham, NC

Edward Jones

Charitable giving tax strategies Business ownership considerations Retirement income strategy Planning for children with special needs Wealth management Founder/Business Owner
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Jessica V

CFP®, Series 63, Series 66

Carrboro, NC

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Planning for children with special needs Founder/Business Owner Doctor or Medical Professional LGBTQIA
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Kendall W

Series 63, Series 66

Durham, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Bryan P

CFP®, Series 66

Durham, NC

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner
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Katherine V

Series 66

Durham, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Hispanic/Latino/Latinx
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Keith M

Series 66

Chapel Hill, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner LGBTQIA
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Cynda B

Series 66

Durham, NC

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Oil & Gas
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Mary Charles N

CFP®, ChFC®, Series 66

Durham, NC

Edward Jones

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