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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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Sat Jivan K

Series 65

New York, NY

integrity Advisory Solutions

Sat Jivan Khalsa is an advisor with Integrity Advisory Solutions, holding a Series 65 designation and beginning his advisory career in 2025. He has over 50 years of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of investment adviser representatives and utilizes third-party platforms and managers to deliver customized investment strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Ryshard G

Series 63, Series 65

Brooklyn, NY

integrity Advisory Solutions

Ryshard Grzanka is a financial advisor at Integrity Advisory Solutions with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management and Equitable Advisors. Outside of his advisory role, he is an insurance agent involved in fixed insurance product sales. Integrity Advisory Solutions serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers who manage individualized or model portfolios with various investment strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Cornelius O

Series 63, Series 65

Staten Island, NY

integrity Advisory Solutions

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Brokers International Financial Services and Summit Estate Planning Group, PLLC. Outside of advisory work, he owns and operates a law firm specializing in estate planning and trust administration. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to meet client needs.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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