Direct booking

firm logo

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 45 near 77461

Out of 400,000+ nationwide

firm logo

Joseph L

Series 66

Rosenberg, TX

Fidelity

Joe LeBrane is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. Prior to this role, he worked as an Investment Consultant at Fidelity from 2020 to 2022. Joe's professional background includes experience as a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, as well as a Financial Services Representative at Hancock Whitney Bank from 2013 to 2015. Joe is committed to thoughtful financial planning and providing clear guidance to his clients. He aims to build relationships based on integrity and to support clients as they work toward their financial goals. Outside of his professional work, Joe enjoys fitness, food, golf, parenthood, tennis, and traveling.

Wealth management Passive / index investing Retirement income strategy Income planning Financial Professional Parents
firm logo

Carlos R

Series 66

Sugar Land, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Retirement income strategy ESG / Sustainable investing
firm logo

Monte P

Series 66

Sugar Land, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Educators, Teachers, and Academics
firm logo

Hayley P

CFP®, Series 66

Needville, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
firm logo

Tanya S

Series 66

Missouri City, TX

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
firm logo

Jonathan D

Series 63, Series 66

Missouri City, TX

Edward Jones

Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer General retirement planning Founder/Business Owner Doctor or Medical Professional Intergenerational Families
firm logo

Derek M

CFP®, Series 66

Wharton, TX

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
firm logo

Duc N

Series 63, Series 66

Sugar Land, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Income planning Founder/Business Owner
firm logo

Carly V

Series 66

Rosenberg, TX

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning
user avatar

Wesley B

Series 63, Series 65

Sugar Land, TX

Wesley Owen Bales Investment Advisory Service

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")