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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 478 near 61112

Out of 400,000+ nationwide

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Daisy F

ChFC®, Series 63, Series 66

Rockford, IL

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kristen R

Series 66

Rockford, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Casondra R

Series 66

Loves Park, IL

Edward Jones

Divorce financial planning General retirement planning
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Scott J

Series 66

Rockford, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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John L

Series 66

Rockford, IL

Merrill

John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.

Wealth management ESG / Sustainable investing Tax-loss harvesting Retirement income strategy College savings (529s, UTMA, etc.) Parents Values-based investing
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Karre C

ChFC®, Series 66

Rockford, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer
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Holly M

Series 66

Roscoe, IL

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stephen K

Series 63, Series 65

Rockford, IL

Merrill

Stephen Knutson is a Financial Advisor with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial industry. He provides expertise in areas including investing, retirement planning, family wealth management, institutional consulting, small business strategies, philanthropic planning, and tax mitigation strategies. Additionally, Stephen supports clients with specialized services encompassing banking, credit, financing, retirement options, and trust services. He holds a Bachelor's Degree from DePaul University and the Personal Investment Advisor (PIA) professional designation. Stephen emphasizes building lasting client relationships based on trust, transparency, and tailored financial advice that aligns with individual priorities and goals. His professional philosophy centers on helping clients identify what is most important and offering guidance on efficiently supporting those values. Outside of his professional role, Stephen is involved with organizations such as the Aurora Sportsmen's Club and contributes to community groups including 21st Century Game Film at Harlem High School, Carlson Ice Arena, and First Covenant Church. His personal interests include boating, hunting, ice hockey, music, running, scuba diving, swimming, tennis, woodworking, and spending time with his family.

General retirement planning Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Alec G

Series 66

Rockford, IL

Merrill

Alec Gober is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Alec provides guidance on a range of financial topics, including general investing, retirement planning, and preparing for unexpected expenses. He also offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Alec holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Polo Community High School, an Associate's Degree from Sauk Valley Community College, and a Bachelor's Degree from Western Illinois University, where he also attended prior without degree conferment. Alec emphasizes building ongoing relationships with clients to provide continuous advice and guidance as their financial needs evolve.

General retirement planning Wealth management
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Nicole M

Series 66

Loves Park, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management Financial Professional
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