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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)

16 advisors near 43725

Out of 400,000+ nationwide

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Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

Brent Markley is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Markley is based in Cambridge, Ohio. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Grant B

Series 63, Series 65

Cambridge, OH

Janney Montgomery Scott

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC from 2011 to 2024. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a range of services including portfolio management, financial planning, and retirement plan advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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Matthew L

Series 66

Cambridge, OH

Edward Jones

Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Oil & Gas
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Steven M

Series 66

Cambridge, OH

Edward Jones

Steven Marvin is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to this, he worked at Huntington National Bank for 29 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retired Founder/Business Owner Executive
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Christina B

Series 66

Cambridge, OH

Edward Jones

Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rory S

Series 66

Cambridge, OH

Edward Jones

Rory Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Southeastern Ohio Regional Medical Center from 2012 to 2017. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jordan H

Series 66

New Concord, OH

Edward Jones

Jordan Hunkins is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked primarily at Edward Jones since 2018, with prior experience at OneMain Financial and Bethany College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Lidia L

Series 63, Series 65

Cambridge, OH

Edward Jones

Lidia Laurie is a financial advisor with Edward Jones in Cambridge, Ohio, holding Series 63 and Series 65 designations and six years of industry experience. Her prior roles include positions at The Huntington Investment Company and The Huntington National Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory strategies, affiliated mutual funds, and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Founder/Business Owner Women Professionals
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Zachary C

Series 66

Cambridge, OH

Raymond James Financial

Zachary Cline is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise and W&S Brokerage Services. Cline also serves as a relationship manager for trust accounts at Peoples Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations across brokerage, advisory, and managed account platforms.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Stephen M

Series 63, Series 65

New Concord, OH

Ameriprise

Stephen Mcelroy is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Alpha Financial Planning, Inc. outside of his current role. In addition to his advisory work, he co-owns a cattle farm and serves as president of a homeowners association board. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathan L

Series 63, Series 66

Cambridge, OH

Raymond James Financial

Nathan Larrick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cambridge, Ohio, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been affiliated with Raymond James since 2011 and is also involved as an instructor with Dave Ramsey Financial Peace University since 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a distinctive focus on advisory services that often maintain client decision authority rather than discretionary management.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jacob S

Series 66

Cambridge, OH

Edward Jones

Jacob Stelzer is a financial advisor with Edward Jones in Cambridge, Ohio, holding a Series 66 designation and two years of industry experience. He has been with Edward Jones since 2022. Outside of his advisory role, Stelzer serves as a volunteer deputy sheriff with the Noble County and Guernsey County Sheriff's Offices. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Founder/Business Owner Public Service Employee
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Jeffery W

Series 66

Cambridge, OH

Edward Jones

Jeffery Willard is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of nearly 24,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert H

Series 66

Cambridge, OH

Edward Jones

Robert Howell is a Series 66-licensed financial advisor with Edward Jones in Cambridge, Ohio, with nine years of industry experience. He has worked at Edward Jones since 2016 and previously spent one year at Home Point Financial Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan B

Series 66

New Concord, OH

Edward Jones

Ryan Braglin is a Series 66-registered financial advisor at Edward Jones in New Concord, OH, with six years at the firm and a total of five years in the industry. His prior work includes roles in various health and counseling services as well as public service positions. He is associated with Braglin Vocational Services LLC and assists occasionally with Braglin LLC, a holistic health business owned by his spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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