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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 272 near 61554

Out of 400,000+ nationwide

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Tim D

CFP®

Morton, IL

Eagle Ridge Wealth Advisors

I'm a CERTIFIED FINANCIAL PLANNERâ„¢ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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Maggie K

CFP®, CPA

Morton, IL

Abundo Wealth

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Melinda N

ChFC®, Series 66

Peoria, IL

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Alexander F

Series 66

Peoria, IL

Merrill

Alexander Friedrich is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience, focused on comprehensive wealth management and the care and protection of their clients' financial interests. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Alexander holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Alexander is involved with several community organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends, golfing, and watching movies.

Wealth management Retirement income strategy Liquidity event planning Charitable giving & philanthropy
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Eric K

Series 66

Peoria Heights, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Public Service Employee
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Courtney N

ChFC®, Series 66

Morton, IL

Edward Jones

College savings (529s, UTMA, etc.) LGBTQIA Women Professionals
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Corry H

Series 66

North Pekin, IL

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Timothy R

Series 66

Peoria, IL

Merrill

Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.

Business ownership considerations Family Business Business Financial Management College savings (529s, UTMA, etc.) Divorce financial planning Parents Mid-Career Professionals Women Professionals
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Eric G

Series 66

Springfield, IL

Merrill

Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after eight years of experience as a business consultant. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC™), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA™) designations. He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Eric’s client focus includes college education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, tax minimization, and services for endowments, foundations, and non-profits. He previously served as the Resident Director of the Springfield branch and holds leadership roles in his community, including Chairman of the Abraham Lincoln Memorial Hospital Foundation, board member at Memorial Health, and trustee for Lincoln College. Eric resides in Lincoln, Illinois with his wife and four children, and he is active coaching youth sports teams.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Parents Mid-Career Professionals
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Dominick L

Series 63, Series 66

Peoria, IL

Merrill

Dominick Leali is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined in 2018 as part of The Leali Team. He specializes in a range of client focus areas including education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Dominick began his career as an Equity Research Associate at Raymond James, covering the healthcare and financial industries. He holds the Chartered Financial Analyst® (CFA®) designation as well as the Personal Investment Advisor (PIA) credential. His academic background includes a Bachelor’s degree in Economics from Kenyon College, with a study year at the London School of Economics and Political Science, and a Master of Science in Finance from the Olin School of Business at Washington University in St. Louis. Dominick is bilingual in Russian and English and is involved with the Peoria Academy. Outside of work, he enjoys biking, chess, cooking, hiking, table tennis, and tennis.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy
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