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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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Michael G

CFP®, Series 63, Series 65

Hackensack, NJ

Gaer Financial Group, Inc

Michael Gaer is a CFP® with 17 years of industry experience and the sole advisor at Gaer Financial Group, Inc, an independent registered investment adviser based in Hackensack, NJ. He founded the firm in 1999 and also provides college planning advice and tax preparation services through his own S-corporation. Gaer Financial Group manages approximately $3 million for about 25 clients, offering portfolio management and financial planning services. The firm serves a diverse client base, including institutional and non-retail clients such as state and municipal governments, pension plans, insurance companies, and charitable organizations, providing both investment management and advisory consultations.

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