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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)

Top 30 financial advisors of 36 near 47546

Out of 400,000+ nationwide

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Dillon S

CFP®, Series 66

Jasper, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management
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Peyton G

Series 66

Jasper, IN

Merrill

Peyton Gentry is a Financial Advisor with the Payne & Mencias Group at Merrill, where he has been serving clients since 2020. He works with clients, often spanning multiple generations, to develop strategic plans for long-term wealth management. Peyton utilizes the resources of the Payne & Mencias Group, Bank of America, and collaborates with CPAs and attorneys to address the complex financial needs of his clients with accuracy and efficiency. He earned a Bachelor's degree in Finance with a focus on Wealth Management from the Kelley School of Business at Indiana University, Bloomington. In 2021, Peyton obtained his CERTIFIED FINANCIAL PLANNER® certification and continues to emphasize ongoing education. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Jasper, Indiana, Peyton is actively involved in his community through various organizations including the Heart of Jasper, Young Professional Network of Southern Indiana, Mentors for Youth, Dubois County Community Foundation, and Jasper High School Girls Soccer, where he serves as a varsity assistant coach. He contributed over 300 volunteer hours in 2023. Peyton also maintains an active lifestyle and enjoys outdoor activities such as hunting and fishing.

Wealth management General estate planning guidance Charitable giving & philanthropy Retirement income strategy Tax strategies for small businesses Young Professionals Mid-Career Professionals Parents
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Andrea L

CFP®, Series 66

Jasper, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Craig H

Series 66

Jasper, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Lisa C

Series 63, Series 66

Velpen, IN

Champion Financial Inc.

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Fred B

Series 63, Series 65

Jasper, IN

Capital Advisor Network

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Zachary G

Series 63, Series 65

Jasper, IN

FIFTH THIRD SECURITIES, Inc.

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Chad L

Series 65

Jasper, IN

Knights Of Columbus Asset Advisors LLC

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Wayne H

Series 63, Series 65

Jasper, IN

USA Financial Securities LLC

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Allison M

Series 66

Jasper, IN

Robert Baird & Co.

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