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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 36 near 81401

Out of 400,000+ nationwide

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Jaimee C

CFP®, Series 63

Montrose, CO

Elderado Financial, Inc.

Jaimee Carnes, CFP®, is one of the lead advisors at ElderAdo Financial, where she works as part of a collaborative team helping individuals and families make confident, values-aligned financial decisions. Jaimee specializes in retirement planning, investment management, and guiding clients through complex life transitions with clarity and care. Known for her thoughtful, relationship-driven approach, she partners closely with clients to build practical, sustainable strategies aligned with their long-term goals. Jaimee believes effective financial planning should feel personal, empowering, and grounded in trust.

General retirement planning General estate planning guidance Wealth management Roth conversion strategy Retirement income strategy Retired Approaching retirement Widow/Widower Baby Boomers (Born 1946-1964) Christian Faith Based
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Jim E

Series 63, Series 65

Montrose, CO

Elderado Financial, Inc.

Jim Elder is a seasoned fiduciary financial advisor based in Montrose, Colorado, with over 33 years of experience in wealth management. Registered with Elderado Financial, an SEC-regulated Registered Investment Advisor (RIA), Jim specializes in retirement planning, tax optimization, estate planning, and real estate investing. Over his career, he has managed $240 million in assets under management, guiding predominantly retired clients. Jim’s approach is grounded in trusted, client-centered fiduciary advice, helping individuals and families achieve financial confidence and long-term security.

Retirement income strategy Roth conversion strategy Business exit / sale strategy Wealth management Retired Founder/Business Owner Doctor or Medical Professional Established Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Nathan M

Series 63, Series 65, CFP®

Montrose, CO

Elderado Financial, Inc.

General retirement planning Retirement withdrawal strategies Roth conversion strategy General tax planning
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Trevor H

Series 63, Series 66

Montrose, CO

Edward Jones

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance
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Daniel B

Series 66

Montrose, CO

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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Benjamin J

Series 66

Montrose, CO

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
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Jeri M

CFP®, Series 66

Montrose, CO

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Connor V

Series 66

Montrose, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused
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Paul M

Series 66

Montrose, CO

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Young Professionals
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Alexandra G

Series 66

Montrose, CO

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business Financial Management Founder/Business Owner
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