Direct booking

firm logo

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)

Advisors near 32086

Out of 400,000+ nationwide

firm logo

Hunter K

CFP®

St. Augustine, FL

Palm Valley Wealth Management LLC

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Wealth management Attorney Doctor or Medical Professional Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
user avatar
firm logo

Richard A

CFP®, Series 63, Series 65

St. Johns, FL

Marian Financial Services, Inc.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retired
user avatar
firm logo

Kelly K

Series 63, Series 65

Saint Johns, FL

Legacy Financial Services Group, Inc.

Wealth management
user avatar
firm logo

Mary A

Series 63, Series 65

St. Augustine, FL

Schrum Private Wealth Management, LLC

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Tonia P

ChFC®

Saint Augustine, FL

C.L. Sheldon & Company, LLC

General retirement planning Income planning General tax planning Wealth management
user avatar

Allan H

Series 66

St. Augustine, FL

Peak Wealth Group LLC

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting
user avatar
firm logo

Owen S

Series 63, Series 65

St. Augustine, FL

Schrum Private Wealth Management, LLC

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

Thomas C

ChFC®, Series 63

St. Augustine, FL

Pelion Investment Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Passive / index investing
user avatar
firm logo

Paul B

Series 65

St. Augustine, FL

Wise Money Israel LLC

Active portfolio management Concentrated stock management Religious/faith focused
user avatar
firm logo

Eugene N

CFP®, Series 63

Saint Augustine, FL

Investment Advisor Group

Cash flow / budgeting General tax planning General retirement planning Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.