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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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Robert W

Series 65

Nebraska City, NE

Family Financial Planning

Robert Wulf is a financial advisor based in Nebraska City, NE, operating under Family Financial Planning. He holds a Series 65 designation and has four years of experience in the financial industry. Prior to his advisory role, he worked for Nebraska Public Power District for 22 years. Family Financial Planning provides financial planning and coaching services primarily to individuals and families, as well as trusts, estates, and other private clients. The firm offers written comprehensive and special-topic financial plans supplemented by financial coaching and educational materials, operating as an advice-only practice without managing client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
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Christopher J

Series 63, Series 65

Sidney, IA

Commonwealth Financial Network

Christopher Johnson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Commonwealth since 2017 and previously spent over two decades with Waddell & Reed, Inc. Johnson is co-owner of Kats Consulting, Inc., a business providing tax preparation and accounting services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, compliance, and investment management services, while providing access to discretionary model portfolios and customizable program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John H

Series 66

Nebraska City, NE

Commonwealth Financial Network

John Hogeland is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. for five years before joining Commonwealth in 2017. Hogeland is also the owner of JCH Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment and operational support services, enabling advisors to construct client portfolios using diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David P

Series 66

Nebraska City, NE

Commonwealth Financial Network

David Pease is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 12 years at Waddell & Reed, Inc. and ongoing work with various insurance carriers through W&R Insurance Agencies. He is also a part-owner and managing member of Pathfinder Wealth Advisors, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, supporting advisors who typically provide client advice under their own brands within Commonwealth’s supervisory framework.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael B

Series 63, Series 65

Nebraska City, NE

LPL Financial

Michael Borns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. Outside of his advisory role, Borns serves as a volunteer firefighter and scholarship committee member with the Nebraska City Volunteer Fire Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeremiah M

Series 63, Series 66

Nebraska City, NE

OSAIC

Jeremiah Mumm is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes roles at First State Bank and Securities America Advisors, alongside operating his own advisory practice. Outside of his advisory work, he volunteers as a board member for the Sons of the American Legion, coaches youth trap shooting, serves on the board of a local church council, and is a director of the Ashland Gun Club. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and custodial platforms, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Travis H

Series 63, Series 65

Sidney, IA

Primerica Advisors

Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dustin C

CFP®, Series 66

Shenandoah, IA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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Cole S

Series 66

Nebraska City, NE

Raymond James Financial

Cole Sharp is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2018 and Vanderveen Financial Planning since 2018. Outside of advising, Sharp holds a political office and serves as secretary of Blue Optics, Inc. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non‑discretionary investment consulting with a focus on tailored financial plans and advisory support rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Evan C

Series 66

Nebraska City, NE

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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