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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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Raymond B

Series 63, Series 65

Cadiz, KY

Stonepath Wealth Management

Raymond Beaird is a financial advisor at Stonepath Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Packerland Brokerage Services. Outside of finance, he serves as a deputy with the Christian County Sheriff Office and works as an independent insurance agent. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans, offering discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management
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Andy H

Series 63, Series 66

Cadiz, KY

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Peggy J

Series 66

Cadiz, KY

Edward Jones

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Patrick D

Series 66

Cadiz, KY

Edward Jones

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