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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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Heath H

CFP®, Series 63, Series 66

Granbury, TX

H Cubed Financial Solutions

Options & derivatives strategies Concentrated stock management General retirement planning Cash flow / budgeting General tax planning
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Travis G

CFP®

Granbury, TX

Kinetix Financial Planning

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses Oil & Gas Gen Y/Millennials (Born 1980-1995)
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Tanya G

Series 63, Series 65

Granbury, TX

Berry Wealth Group

Wealth management Charitable giving & philanthropy
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Michelle B

CFP®, Series 63

Granbury, TX

Berry Wealth Group

Wealth management Charitable giving & philanthropy
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Richard L

Series 63, Series 65

Granbury, TX

Intelligence Driven Advisers, LLC

Annuities Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner
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Daniel A

Series 63, Series 66

Granbury, TX

Signal Securities, Inc.

Wealth management
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Thomas M

Series 63, Series 65

Granbury, TX

Portfolio Medics, LLC

Active portfolio management Passive / index investing
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Cary H

Series 63, Series 65

Granbury, TX

Arkadios Wealth Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
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William R

CFP®, Series 66

Granbury, TX

Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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Justin H

CFP®, Series 66

Granbury, TX

Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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