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 45331

Out of 400,000+ nationwide

firm logo

Christian S

Series 66

Greenville, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management
firm logo

Zachary B

CFP®, Series 66

Greenville, OH

Edward Jones

Retirement income strategy Founder/Business Owner
firm logo

Todd S

Series 63

Greenville, OH

Edward Jones

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

Braden M

Series 66

Arcanum, OH

Fidelity

Braden Means is a Financial Consultant currently working with Fidelity Investments since 2020. In this role, he partners with individuals and families to build and implement personalized financial plans aimed at helping clients achieve their financial goals. Prior to his current position, Braden served as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Financial Center Manager at Fifth Third Bank from 2014 to 2018. His experience spans various aspects of financial planning and client relationship management. Braden's approach involves a diligent process to understand his clients' needs and priorities, enabling them to navigate pivotal life moments with care for their assets. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

General retirement planning Income planning Wealth management Cash flow / budgeting
user avatar
firm logo

Stefan B

Series 63, Series 65

Greenville, OH

Lincoln Investment

user avatar
firm logo

Trent M

ChFC®, Series 63, Series 66

Greenville, OH

Creative Financial Designs, Inc.

user avatar
firm logo

Matthew B

Series 66

Sterling Heights, MI

TIAA-CREF

user avatar
firm logo

Douglas S

Series 63

Greenville, OH

Creative Financial Designs, Inc.

user avatar
firm logo

Jake F

Series 63, Series 66

Bradford, OH

Principal Financial Services

user avatar
firm logo

Terry M

ChFC®, Series 63

Greenville, OH

Creative Financial Designs, 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")