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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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Out of 400,000+ nationwide

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Edward A

Series 65, Series 66

Westfield, IN

Argus Efficient Capital, LLC

Passive / index investing Active portfolio management
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Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Daniel R

Series 63, Series 66

Zionsville, IN

Evia Investment Advisors

Wealth management
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Michael M

CFA®, Series 66

Zionsville, IN

Two Fish Management

Active portfolio management Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner
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Kregg K

Series 63, Series 65

Carmel, IN

Kiel Investment Company

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Christy G

CFP®, Series 65

Zionsville, IN

SYCAMORE Asset Management, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance
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Justin C

CFP®, Series 63, Series 65

Fishers, IN

Santiago.Life

ESG / Sustainable investing
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Leslie M

PFS™, Series 65

Indianapolis, IN

Michael Associates, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Jesus V

Series 63, Series 66

Carmel, IN

Vasquez Financial Consulting LLC

Long-term care insurance Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner
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Scott M

Series 63, Series 66

Carmel, IN

Moore Private Wealth L.L.C.

Passive / index investing Wealth management
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