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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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Robert K

Series 63, Series 65, Series 66

Little Falls, NJ

First Light Wealth Advisors, LLC

Robert Korzik is a financial advisor with First Light Wealth Advisors, LLC in Little Falls, NJ, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. Before joining First Light Wealth Advisors in 2017, he worked at Ameriprise Financial Services, Inc. from 2011 to 2017. Outside of his advisory role, he is a managing partner of RJE Marine Services LLC, a charter fishing boat business operated by his son. First Light Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth households, as well as retirement plans and institutional clients. The firm provides financial planning, consulting, and portfolio management with an investment approach that integrates fundamental and cyclical analysis within a Modern Portfolio Theory framework, tailored to client-specific risk tolerance and objectives.

Income planning Cash flow / budgeting General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James K

Series 63, Series 65

Little Falls, NJ

First Light Wealth Advisors, LLC

James Korzik is a financial advisor with First Light Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining First Light in 2018, he worked at Ameriprise Financial Services from 2011 to 2018. Outside of his advisory role, Korzik is a licensed private marine captain and owner, operating recreational and fishing vessels. First Light Wealth Advisors serves individual clients, retirement plans, and other institutional clients, offering financial planning, consulting, and portfolio management. The firm employs a portfolio construction approach based on Modern Portfolio Theory and combines fundamental and cyclical analysis, tailoring strategies to clients’ risk tolerance and financial goals.

Income planning Cash flow / budgeting General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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