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 33065

Out of 400,000+ nationwide

firm logo

Alonso R

CFP®

Boca Raton, FL

Advise Financial

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNERâ„¢ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner Executive Gen X (Born 1965-1980)
user avatar
firm logo

Jason K

CFP®, Series 66

Highland Beach, FL

Grow Planning, LLC

Business ownership considerations Cash flow / budgeting Debt management Self-Employed
user avatar

David A. L

Series 63, Series 65

Ft. Lauderdale, FL

David Lurch LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
user avatar
firm logo

Bruce K

CFA®, Series 66

Plantation, FL

Envision Asset Management, Inc.

Wealth management
user avatar
firm logo

Hugh M

Series 65

Davie, FL

Moore Financial Planning Advisors, LLC

Cash flow / budgeting General tax planning
user avatar

Eileen M

CFP®, Series 63

Davie, FL

Mouly Financial Management, Inc.

General retirement planning General tax planning Wealth management
user avatar

Charles A

Series 63, Series 65

Boca Raton, FL

Ideas in Finance

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Jubin K

CFP®, Series 63, Series 65

Coral Springs, FL

Profitable Financial Strategies

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Active portfolio management
user avatar
firm logo

Eric S

Series 63, Series 66

Boca Raton, FL

Sikes Financial Services, LLC

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
user avatar

Zachary W

Series 66

Ft. Lauderdale, FL

Wolfson Private Wealth, LLC

Options & derivatives strategies Real estate investing Private / alternative investments Wealth management Founder/Business Owner Executive
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.