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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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Mark G

Series 65

New York, NY

Origin Wealth Advisers

Mark Guastaferri is a financial advisor at Origin Wealth Advisers in New York, NY, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Sentinel Solutions, Wealth Enhancement Advisory Services, and HHG & Company, LLC. Origin Wealth Advisers serves individuals and families, including high-net-worth and business-owner clients, offering comprehensive financial planning, discretionary portfolio management, and specialized advice on retirement, trust, and business planning. The firm employs a strategic asset-allocation approach guided by individualized investment policy statements and integrates life-planning techniques with traditional financial analysis.

Business ownership considerations College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Approaching retirement
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