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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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Gary B

Series 63, Series 65

Fort Mohave, AZ

Custom Wealth Management Inc

Gary Bowman is a financial advisor with Custom Wealth Management Inc in Fort Mohave, AZ. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at SagePoint Financial and Strategic Retirement Planning. Custom Wealth Management Inc provides comprehensive portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a variety of analytical methods and asset allocation strategies, managing approximately $25.6 million in discretionary assets with ongoing portfolio monitoring and reviews.

Active portfolio management Options & derivatives strategies Passive / index investing
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Jonathan M

Series 63, Series 65

Bullhead City, AZ

Check Capital Management Inc

Jonathan Meeks is a financial advisor at Check Capital Management Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Check Capital Management since 2004. Check Capital Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, managing assets through separately managed accounts, asset allocation, retirement cash-flow planning, and discretionary portfolio management. The firm employs a fundamentals-based investment approach focused on intrinsic business value and longer holding periods, and it manages the Blue Chip Investor Fund.

Options & derivatives strategies Active portfolio management Retirement income strategy Concentrated stock management
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Brent M

PFSâ„¢, Series 63, Series 65

Bullhead City, AZ

Gradient Advisors, LLC

Brent Marshall is a financial advisor at Gradient Advisors, LLC with over 25 years of industry experience. He holds the PFSâ„¢ designation as well as Series 63 and Series 65 licenses. His career includes roles at Omni Fund, Mohave County Adult Educational Services, and Horter Investment Management, among others. Marshall also provides accounting, tax, and financial services to individuals and small businesses through his own CPA practice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Retirement income strategy General tax planning
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Tracy B

Series 66

Bullhead City, AZ

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Founder/Business Owner
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Jared C

Series 63, Series 66

Bullhead City, AZ

J.P. Morgan Securities

Jared Crow is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he is involved in real estate as an owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jack B

CFP®, Series 66

Bullhead City, AZ

LPL Financial

Jack Biedebach is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He holds the Series 66 designation and operates out of Bullhead City, AZ. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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David R

Series 63, Series 65

Bullhead City, AZ

LPL Financial

David Robertson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for SCF Investment Advisors, Inc. for 20 years. Robertson also operates Robertson & Robertson Financial and is involved with SCF Marketing, Inc. and SCF Securities, Inc. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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David S

Series 66

Bullhead City, AZ

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner
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Margaret B

Series 66

Mohave Valley, AZ

J.P. Morgan Securities

Margaret Bennett is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo, BBVA, Bank of America, and Merrill Lynch. She is based in Mohave Valley, Arizona. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Clinton M

Series 63, Series 66

Mohave Valley, AZ

J.P. Morgan Securities

Clinton Mc Clurkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various JPMorgan Chase entities since 2009 and has served as a children's pastor at Bullhead City Foursquare Church since 2013. In addition to his advisory role, he has worked as a food delivery contractor. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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