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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 108 near 44875

Out of 400,000+ nationwide

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Debbie R

Series 63, Series 66

Ontario, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
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Troy B

Series 66

Shelby, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Jared S

Series 66

Mansfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner
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Lydia H

Series 66

Galion, OH

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning General estate planning guidance
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Michael F

Series 66

Mansfield, OH

Edward Jones

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Darrel S

CFP®, Series 63

Mansfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Kevin W

Series 66

Ontario, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans Public Service Employee Educators, Teachers, and Academics
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Brinton B

Series 66

Mansfield, OH

Merrill

Brinton Brafford is a Wealth Management Advisor at Merrill Lynch Wealth Management who began his career in wealth management in 2007. Prior to joining Merrill, he served as Assistant Director in the Financial Aid Office at Ashland University. In his current role, Brinton builds customized strategies for clients by managing Personalized or Defined Strategies on a discretionary basis. His portfolio management approach may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also holds the Retirement Benefits Consultant designation, allowing him to serve Plan Sponsors with ERISA 3(21) Fiduciary Advisory Services focused on defined contribution plans. Brinton holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor™, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant. He earned a Bachelor of Arts degree from Ashland University, where he was part of the Ashbrook Scholar program. Brinton resides in Mansfield, Ohio with his wife, Susan, their two children, and family pets.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Planning for children with special needs
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Lauretta B

Series 63, Series 65

Mansfield, OH

Merrill

Lauretta Burkhart serves as a Senior Resident Director and Wealth Management Advisor at Merrill. In her role, she focuses on developing personalized wealth management strategies tailored to clients’ individual goals and market conditions. She leverages insights from Merrill along with banking and lending solutions from Bank of America to support clients in pursuing their long-term financial objectives. Lauretta emphasizes active portfolio management informed by economic conditions and addresses key client concerns such as managing risks associated with retirement to help clients feel confident about their financial future. Her areas of expertise include family wealth management strategies, personal retirement planning, and supporting women with wealth. Lauretta holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor’s degree from Ohio State University and completed her high school education at Colonel Crawford High School. Outside of her professional work, Lauretta is engaged in community service, reflecting the Merrill tradition of local involvement. Her personal interests include biking, cooking, hiking, and practicing yoga.

Active portfolio management Wealth management General retirement planning Retirement income strategy Women Professionals
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Maureen O

Series 65

Mansfield, OH

R & M Consultants, Ltd.

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