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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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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Bradley H

Series 63, Series 65

Savage, MN

Sword and Shield Solutions LLC

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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Curtis P

Series 63, Series 65

Bloomington, MN

Fiduciary Wealth

Concentrated stock management Active portfolio management
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Laura S

CFP®

Edina, MN

Torchlight Financial

Hello! I’m Laura Seymour, the founder of TorchLight Financial. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoy working with clients transitioning into retirement or already retired. I’ve been working in the financial planning industry since 2007 and founded TorchLight in 2011. I have worked with hundreds of clients over the last 15 years to navigate the path to retirement as well as general financial considerations. It is my goal to use clear language versus “financial terms” to help people understand concepts and considerations related to financial choices. By offering comprehensive advice as well as ongoing investment management, I can truly know you and become a trusted partner in your decisions and journey. I grew up on a dairy farm in rural Minnesota (near Willmar) with loving parents who may not have had a lot of money but really stressed personal responsibility and integrity. I value authentic, genuine relationships with people and am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. Shannon, my life partner, and I traveled to Ireland (he’s 100% Irish!) in March 2023. We have experienced Maui, Puerto Vallarta, and Turks & Caicos. Up next: Europe in the fall (2024) and a Tour de France trip in 2025. Leading a weekly women’s cycling group and logging as many miles on my Bianchi Infinito as possible is one of my favorite summertime activities in Minnesota.

General retirement planning Baby Boomers (Born 1946-1964)
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Lee (Leroy) W

Series 65

Eden Prairie, MN

Wenzel Analytics, Inc.

Passive / index investing Consultant Founder/Business Owner Engineering Professional Established Professionals
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John T

Series 66

Bloomington, MN

Summit Advisor Group

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Joseph B

Series 63, Series 65

St. Paul, MN

Knox Avenue Financial Corp.

Founder/Business Owner
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