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Integrity Alliance, LLC

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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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Gabriel E

Series 66

Brooklyn, NY

Integrity Alliance, LLC

Gabriel Epstein is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Lion Street Advisors and Kestra Advisory Services. Epstein is a minority owner of Lion Street, Inc., a network of life insurance professionals, and serves as an administrator for Lighthouse Planning Group, an insurance planning business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, employing a range of portfolio management approaches and utilizing multiple custodial platforms.

Annuities ESG / Sustainable investing
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