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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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Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Social Security optimization General tax planning Tax-loss harvesting
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

General retirement planning General tax planning Passive / index investing Real estate investing
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Joseph M

CFP®

Naperville, IL

Heritage Drive Wealth Management LLC

General retirement planning Cash flow / budgeting
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Richard P

CFP®, Series 63, Series 65

Naperville, IL

Patap Financial Services

General retirement planning General tax planning Cash flow / budgeting Retirement income strategy
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Christopher J

CFP®, Series 66

Glen Ellyn, IL

Azalea Wealth Management LLC

Options & derivatives strategies
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Shawn R

CFP®, Series 66

Glen Ellyn, IL

SMR Strategic Investments, LLC

Options & derivatives strategies
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Thomas K

CFP®, Series 63, Series 66

Glen Ellyn, IL

Cedar Capital, LLC

Active portfolio management Passive / index investing
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Erik B

Series 66

Warrenville, IL

Retirement Portfolio Partners

Passive / index investing Tax-loss harvesting Social Security optimization Equity compensation tax strategy
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Patrick K

Series 63, Series 66

Geneva, IL

Patrick Capital Management

General retirement planning General tax planning Cash flow / budgeting
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