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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 Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Hiram H

Series 63, Series 65

West Orange, NJ

Clemensen Capital Company LLC

Hiram Helm is a financial advisor at Clemensen Capital Company LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Barrow Hanley Mewhinney & Strauss Inc. from 2010 to 2021. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to adjust portfolios according to economic and interest-rate cycles.

ESG / Sustainable investing Wealth management Active portfolio management
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Mariel C

Series 63, Series 65

West Orange, NJ

Clemensen Capital Company LLC

Mariel Clemensen is a financial advisor at Clemensen Capital Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Clemensen Capital since 1998. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm employs active management across various asset classes, combining fundamental and quantitative analysis to tailor portfolios according to client objectives.

ESG / Sustainable investing Wealth management Active portfolio management
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Thomas M

CFA®, Series 63, Series 66

West Orange, NJ

Clemensen Capital Company LLC

Thomas Moore is a CFA® charterholder with 30 years of industry experience. He is currently with Clemensen Capital Company LLC, where he has worked since 2021, and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2016. Moore serves as an advisory board member for the Women's Institute for Science, Equity, and Race. Clemensen Capital Company LLC provides investment advice and separately managed accounts to individuals, trusts, companies, and charitable organizations. The firm uses active management strategies across mutual funds, ETFs, equities, and fixed income, combining fundamental and quantitative analysis to align with client objectives for income, growth, or balanced outcomes.

ESG / Sustainable investing Wealth management Active portfolio management
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