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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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Brian G

Series 66

Monticello, IA

Cambridge Investment Research Advisors

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been affiliated with Citizens State Bank since 2001. Outside of his advisory role, he is involved in agricultural business as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nolan V

Series 63

Cascade, IA

LPL Financial

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with LPL Financial since 1992 and manages the investment program for First Central State Bank. Vosler is also involved with the DeWitt Noon Lions and serves as a major donor to DeWitt Community Hospital. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, banks, institutions, and charities. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering flexible solutions that range from financial planning to third-party asset management.

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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Brad L

Series 63, Series 66

Cascade, IA

Edward Jones

General retirement planning
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Kent S

Series 66

Anamosa, IA

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Craig T

Series 63, Series 66

Monticello, IA

Edward Jones

Retirement income strategy General retirement planning
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Amy C

CFP®, Series 63

Cascade, IA

LPL Financial

Amy Cooper is a CFP® professional with 30 years of experience in the financial services industry. She has been with LPL Financial since 2001. Prior to joining LPL, she owned and operated Cooper Financial Services, Inc., a non-variable insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Michael O

Series 63, Series 65

Cascade, IA

Empower Advisory Group

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Marc K

Series 63, Series 66

Monticello, IA

Thrivent Investment Management

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Allison K

Series 66

Cascade, IA

Edward Jones

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Brock H

Series 66

Anamosa, IA

Edward Jones

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