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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 1,333 near 60462

Out of 400,000+ nationwide

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Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management Passive / index investing Active portfolio management HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Young Families
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Brett S

Series 66

Frankfort, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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John R

Series 63, Series 66

Orland Park, IL

Fidelity

John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Active portfolio management Options & derivatives strategies Financial Professional
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Christopher J

Series 63, Series 66

Orland Park, IL

Merrill

Christopher Janyk is a Financial Advisor with Merrill Lynch Wealth Management, focusing on developing tailored wealth management strategies that address each client's unique financial needs. He emphasizes long-term approaches grounded in trust, transparency, and integrity, aiming to grow, preserve, and transfer wealth for individuals, families, and institutions. His expertise encompasses a wide range of client focus areas, including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, and small business strategies. Christopher utilizes Merrill's resources to design, implement, and monitor customized investment strategies that seek to balance performance with risk management and tax efficiency, supporting clients in achieving their financial goals and providing income streams for retirement or generational transfer. Christopher holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Mount Carmel High School and attended DePaul University without obtaining a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Matthew M

CFP®, Series 66

Naperville, IL

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Religious/faith focused
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Nicholas A

Series 66

Darien, IL

Fidelity

Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Wealth management Passive / index investing Active portfolio management Financial Professional
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Julia M

Series 66

Woodridge, IL

Fidelity

Julia Mueller is a Planning Consultant at Fidelity Investments, where she collaborates with aligned Financial Consultants to engage with new and existing clients through various aspects of financial planning. She works closely with clients to co-create customized financial plans that focus on their individual priorities. Julia has been with Fidelity Investments since 2021, progressing from Financial Representative to Relationship Manager before assuming her current role. Prior to joining Fidelity, she gained experience as a Financial Planning and Asset Management Intern at Renaissance Wealth Management BN LLC. Outside of her professional work, Julia has personal interests in gardening, music, and caring for pets.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Matthew V

Series 63, Series 65

Schaumburg, IL

Fidelity

Matt Vahl is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has 30 years of experience in the financial services industry, working closely with clients to identify and understand their financial goals and develop personalized plans aimed at achieving those objectives. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. Matt holds a California Insurance License.

Financial Professional
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Jesse W

Series 66

Downers Grove, IL

Merrill

Jesse Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2010, he has specialized in helping a select number of families, corporate executives, entrepreneurs, family offices, foundations, and non-profit organizations develop customized wealth management strategies. His approach involves working closely with clients to understand their financial goals and build disciplined investment plans that reflect their individual needs. Jesse's expertise encompasses a wide range of financial planning areas, including college education planning, family wealth management strategies, retirement income, socially responsible and ESG investing, special needs planning, and small business strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jesse earned his high school diploma from Downers Grove South High School and an associate's degree from The College of DuPage. Residing in Chicago with his two rescue dogs, Jesse enjoys learning about different cultures and has visited over 50 countries. Outside of work, his personal interests include basketball, cooking, football, music, reading, running, soccer, spending time with family, traveling, and yoga.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing Executive Founder/Business Owner Women Professionals Values-based investing
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Matthew V

CFP®, Series 66

Palos Heights, IL

Edward Jones

Divorce financial planning Retirement income strategy Business ownership considerations Inheritance planning Self-Employed
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