Overwhelmed by options?

Answer a few questions to see advisors matched to you.

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)

Top 30 financial advisors of 30 near 43338

Out of 400,000+ nationwide

firm logo

Michael S

Series 66

Marion, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing
firm logo

Justin P

Series 66

Marengo, OH

Fidelity

Justin Parisi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has 16 years of experience in the financial services industry, working with a diverse client base including families, non-profits, endowments, and corporations. Throughout his career, he has held roles such as Senior Financial Consultant for high net worth families and endowments at Manning & Napier Advisors, Senior Financial Consultant at TD Ameritrade, and Regional Internal Consultant for retirement plans at Mutual of Omaha and Nationwide Financial. Justin's experience encompasses complex financial situations requiring customized approaches. Outside of his professional responsibilities, he enjoys boating, camping, cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Wealth management Retirement income strategy Annuities General retirement planning
firm logo

Chad W

Series 66

Lexington, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance
firm logo

Tristan J

CFP®, Series 66

Mount Gilead, OH

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
firm logo

David W

Series 66

Mount Gilead, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused
user avatar

Donald S

Series 63, Series 66

Lexington, OH

Sovereign Asset Management

user avatar

Henrietta S

Series 63

Lexington, OH

Sovereign Asset Management

user avatar
firm logo

Jacob M

CFP®, Series 65

Mt. Gilead, OH

AWM Capital, LLC

user avatar
firm logo

Lori S

Series 63

Marion, OH

MWA Financial Services Inc.

user avatar
firm logo

Brennan M

Series 63, Series 65

Marion, OH

FIFTH THIRD SECURITIES, Inc.

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")