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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 468 near 44718

Out of 400,000+ nationwide

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Ryan B

CFP®

Uniontown, OH

Hyland Financial Planning

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Financial Planning, a Fee-Only, Registered Investment Advisory firm in Akron, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Doctor or Medical Professional Gen X (Born 1965-1980)
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Justin R

CFP®

Canton, OH

JGR Financial Solutions

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Wealth management General retirement planning Widow/Widower Baby Boomers (Born 1946-1964)
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Dan A

CFP®

Canal Fulton, OH

Wrought Iron Financial LLC

After 17 years in financial planning working for big companies, I founded Wrought Iron Financial LLC to best serve my clients and my community. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. We support hard-working men and their families. Our expertise is in the following: - Intentional, Comprehensive Financial Planning - Purpose-Driven Investment Management - Military & Federal Employees, Veterans - Fiduciary Advisor to Corporate Retirement Plans for Employees (401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Plans, etc.) Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you. I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007. My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in community theatre, an Assistant Scoutmaster for my children’s Scout Troops, and active in all their passions. In our limited free time, my wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.

Cash flow / budgeting Mid-Career Professionals Married/Couples/Partners Gen X (Born 1965-1980)
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Kevin S

Series 63, Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Planning for children with special needs General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Patrick H

CFP®, Series 66

Hartville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Clinton N

Series 66

North Canton, OH

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy LGBTQIA
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Stacey T

Series 66

Canton, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Travis S

CFP®, Series 66

Canton, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Andrew V

Series 66

Canal Fulton, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Georgia B

ChFC®, Series 66

Canton, OH

Edward Jones

Retirement income strategy Divorce financial planning
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