Filters

Direct booking

firm logo

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)

2 advisors near 32063

Out of 400,000+ nationwide

user avatar
firm logo

George W

Series 65

Glen Saint Mary, FL

Inspire Advisors, LLC

George Williams is a financial advisor at Inspire Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management and WSI Financial Partners, where he remains involved as a managing member. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary screening tools and employs a range of quantitative and fundamental investment strategies, often utilizing model portfolios and affiliated ETFs.

ESG / Sustainable investing
user avatar
firm logo

Matthew P

CFP®, Series 63, Series 66

Mac Clenny, FL

Edward Jones

Matthew Putney is a financial advisor with Edward Jones in Mac Clenny, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including over 13 years with Edward Jones. Outside of his advisory role, Putney serves as a worship leader at Celebration Baptist Church, where he selects songs and leads the worship team during services. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a nationwide network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.