Zachary T Boesel

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.

James Wilkinson is the principal of Wilkinson Capital Management, LLC in St. Paul, MN, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has operated his independent advisory firm since 2016. Wilkinson also maintains an affiliation with LPL Financial. Wilkinson Capital Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $97 million for around 98 clients, employing a customized, primarily long-term investment approach using low-cost mutual funds and ETFs.

Thomas Hallberg is the sole advisor at Wealth Transitions in Forest Lake, MN, holding Series 63 and Series 65 licenses with 26 years of industry experience. He spent 25 years at Edward D. Jones & Co., L.P. before founding Wealth Transitions. Outside of his advisory role, Hallberg is involved in life and spiritual coaching as well as public speaking. Wealth Transitions primarily serves individual clients, offering discretionary and non-discretionary investment management, financial planning, consulting, and public educational workshops. The firm’s investment approach incorporates fundamental analysis, Modern Portfolio Theory, Monte Carlo planning, and strategic asset allocation, with a focus on retirement, estate transfer, and tax reduction strategies.

Stefan Liiste is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. He has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm serving individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and a multi-format web-based education program called Rapid Transformation Wealth, emphasizing cyclical and technical analysis with primarily non-discretionary portfolio management.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.

Michael Koob is a financial advisor with Koob Wealth Management, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Koob Wealth Management since 2013 and has also maintained a relationship with LPL Financial since 2010. Koob Wealth Management provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm emphasizes individualized portfolios and written investment policy statements, using fundamental analysis and a mix of long-term and short-term strategies, and sponsors a wrap-fee asset management program through LPL Financial.