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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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Jenny C

Series 63, Series 65

New York, NY

Glenview Wealth LLC

Jenny Chung is a financial advisor at Glenview Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Glenview Wealth, she completed executive education at Columbia Business School and served as a director on the board of KEB Hana Bank USA, N.A., where she participates in compliance and asset liability committees. Glenview Wealth LLC provides financial planning and investment consulting services to individual clients, including high-net-worth individuals, focusing on asset-allocation guidance and recommending primarily passive investments through exchange-traded funds. The firm does not manage client accounts or charge fees based on assets under management, instead offering project-based and hourly planning engagements.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Passive / index investing
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