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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 259 near 33981

Out of 400,000+ nationwide

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Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Timothy M

CFP®, Series 66

Punta Gorda, FL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Cole K

Series 66

Port Charlotte, FL

Edward Jones

General retirement planning Wealth management Active portfolio management Business ownership considerations Founder/Business Owner
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Nicholas N

Series 66

Punta Gorda, FL

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Kristin C

Series 66

Punta Gorda, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Adam C

CFP®, Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy General estate planning guidance Inheritance planning Women Professionals Widow/Widower
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James M

Series 66

Punta Gorda, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Michael E

Series 66

Englewood, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Davis M

Series 66

Englewood, FL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Vanya P

Series 66

Punta Gorda, FL

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning Planning for children with special needs Founder/Business Owner
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