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 456 near 46818

Out of 400,000+ nationwide

firm logo

Ryan K

CFP®

Fort Wayne, IN

Arena Wealth Management LLC

Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. ​Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Intergenerational Families
firm logo

Colleen M

Series 66

Fort Wayne, IN

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner LGBTQIA Intergenerational Families
firm logo

Quinn N

Series 66

Fort Wayne, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
firm logo

Sun P

CFP®, Series 63, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Wealth management
firm logo

Kevin R

Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Justin M

Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning
firm logo

Jason K

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
firm logo

John N

Series 66

Roanoke, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
firm logo

Ian M

Series 66

Fort Wayne, IN

Merrill

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill's Fort Wayne office. He holds a Bachelor's Degree from Indiana University and began his career in financial services in 2011, joining Merrill Lynch Wealth Management in 2019. In 2020, he assumed the leadership role as Resident Director of the Fort Wayne branch, where he serves in both a supervisory capacity as branch manager and as a financial advisor managing client wealth. He holds the Accredited Asset Management Specialist™ designation and the CERTIFIED FINANCIAL PLANNER® certification. His expertise encompasses a comprehensive approach to wealth management that includes investment planning, banking, borrowing and liability management through Bank of America, risk management, and trust and estate planning services. Ian works closely with clients to develop personalized financial strategies aligned with their goals and values. Ian resides in Fort Wayne, Indiana with his wife and two daughters. He is an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. He is also involved with Plymouth Congregational Church, UCC, and participates actively in community organizations.

Wealth management Social Security optimization General retirement planning Charitable giving & philanthropy Roth conversion strategy Women Professionals Women's Finance LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
firm logo

Ryan F

Series 63, Series 66

Leo, IN

Edward Jones

Retirement income strategy Divorce financial planning Wealth management Doctor or Medical Professional
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")