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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)

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Out of 400,000+ nationwide

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Cuong L

Series 65

Orlando, FL

LE Capital Management LLC

Active portfolio management Concentrated stock management
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Barrett H

Series 65

Orlando, FL

Empire Financial Group, LLC

Tax-loss harvesting Private / alternative investments
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CFP®, Series 66

Maitland, FL

Gen2 Advisors, LLC

Wealth management General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Jacob C

CFP®, CFA®, Series 66

Orlando, FL

Jake Carris Financial Planning

Retirement income strategy Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired
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Jonathan K

Series 66

Orlando, FL

Triumph Private Wealth

Wealth management General tax planning
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Jarett B

CFP®, Series 66

Winter Park, FL

Venture Wealth Solutions LLC

General retirement planning Cash flow / budgeting Tax-loss harvesting Wealth management
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Maria Goretti G

Series 65

Orlando, FL

New Era Advisory

Divorce financial planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Dhavalkumar B

Series 65

Orlando, FL

Krishna Portfolio Management

Active portfolio management
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Reshell S

CFP®, Series 63, Series 66

Ocoee, FL

AMES Financial Solutions, LLC

Social Security optimization Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Matthew G

CFP®, Series 66

Orlando, FL

Structure Wealth Partners LLC

Private / alternative investments
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