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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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Paul G

Series 63, Series 66

Kankakee, IL

Gianotti Wealth Advisory

Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

General retirement planning Annuities College savings (529s, UTMA, etc.) Debt management Wealth management
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Noah P

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Annuities Retirement income strategy Retired
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Alexander A

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Annuities Retirement income strategy Retired
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Andrew L

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

Annuities Retirement income strategy Retired
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John S

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
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Joseph M

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Annuities Retirement income strategy Retired
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Roan C

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
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Duke S

Series 65

Kankakee, IL

AlphaStar Capital Management

Duke Smith is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 credential and has worked at several firms including Wall Street Financial Group and Rooted Wealth Advisors. Smith is the founder and owner of Resilience Wealth Management, where he sells life insurance and annuities as part of his financial planning services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, and small businesses. The firm offers both model and custom portfolio strategies using quantitative analysis and tactical approaches, and provides a range of services including discretionary management, financial planning, and retirement plan consulting.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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George A

CFP®, ChFC®, Series 63, Series 65

Bourbonnais, IL

Madison Avenue Securities, LLC

George Arocha is a financial advisor with Madison Avenue Securities, LLC, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Madison Avenue Securities since 2006 and also serves as owner and president of GA Financial Advisors, Inc., where he provides financial planning services including the sale of life and health insurance products. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of investment advisory and financial planning services through various account platforms and strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Ryan G

Series 66

Bourbonnais, IL

Focus Partners Wealth, LLC

Ryan Guertin is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Dentist Executive
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