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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)

7 advisors near 17023

Out of 400,000+ nationwide

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Ryan C

CFP®, Series 63, Series 65

Duncannon, PA

GWN Securities Inc.

Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Joseph P

ChFC®, Series 63, Series 65

Halifaxx, PA

Ameritas Advisory Services, LLC

Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Aero Wealth LLC and The Ascent Group, LLC. Pantozzi is also president of Alpha Omega Wealth, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through affiliated representatives. The firm utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement-plan consulting and a range of custodial and product affiliations.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Sean P

Series 66

Halifax, PA

LPL Financial

Sean Pendrak is a financial advisor with LPL Financial in Halifax, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kristin T

Series 66

Elizabethville, PA

Edward Jones

Kristin Tobin is a financial advisor with Edward Jones in Elizabethville, PA, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Rodan and Fields and Nationwide Insurance Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment strategies and affiliated financial services.

Retirement income strategy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Scott T

Series 63

Halifax, PA

LPL Financial

Scott Thompson is a financial advisor at LPL Financial with 43 years of industry experience. He holds a Series 63 designation and has worked at firms including MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Austin C

Series 66

Halifax, PA

Edward Jones

Austin Cook is a financial advisor with Edward Jones in Halifax, PA, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2023 and is also involved in seasonal agricultural work at Penman Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Chad L

Series 66

Millersburg, PA

Edward Jones

Chad Levan is a financial advisor with Edward Jones in Millersburg, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Your Part-Time Controller, LLC and Boyer & Ritter, LLC, where he gained eight years of experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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