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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)

11 advisors near 65775

Out of 400,000+ nationwide

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Eric G

Series 63, Series 65

West Plains, MO

Valic Financial Advisors

Eric Gibson is a financial advisor with Valic Financial Advisors in Springfield, MO, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Thrivent Financial and West Plains Bank and Trust Company. He serves as board president of the Community Foundation of West Plains and the West Plains Area Chamber of Commerce, and he is treasurer at Immanuel Lutheran Church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for client portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Mark G

Series 66

West Plains, MO

Edward Jones

Mark Guffey is a Series 66 licensed financial advisor with Edward Jones, based in West Plains, MO. He has three years of industry experience, including nine years at Walmart prior to joining Edward Jones. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Melissa M

Series 66

West Plains, MO

Edward Jones

Melissa Mc Goldrick is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2018, she worked for five years at R.P. Lumber. Outside of advising, she is a part owner of MM Property Management, a short-term rental business where she assists with cleaning and preparing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment approaches under a fiduciary standard.

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

CFP®, ChFC®, Series 66

West Plains, MO

Edward Jones

Mark Lewis is a financial advisor with Edward Jones in West Plains, MO, holding CFP®, ChFC®, and Series 66 credentials and has 12 years of industry experience. He has been with Edward Jones since 2013. 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 under a fiduciary standard. The firm is notable for its large nationwide network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

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

Series 66

West Plains, MO

Edward Jones

Kevin Walker is a financial advisor with Edward Jones in West Plains, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2013 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

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

Series 66

West Plains, MO

Cetera

Jeffery Welch is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors, and owns a law practice providing estate and business planning services. Welch is also an owner of a CPA firm and serves as an advisory board director for West Plains Bank & Trust Company. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a range of model portfolios and third-party managed programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Bryan P

Series 66

West Plains, MO

Edward Jones

Bryan Pantazo is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation. He is associated with one of the largest wealth management firms, which serves a broad client base including individuals and institutions. Edward Jones is a full-service wealth management firm serving over four million clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

West Plains, MO

Edward Jones

Heather Foster is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Missouri State University-West Plains and served for ten years with the U.S. House of Representatives for Jason Smith. Outside of advising, she is registered as a consultant for a skin care company and has interests related to undeveloped land and her spouse's sports memorabilia business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner Doctor or Medical Professional
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Brian R

Series 66

West Plains, MO

Edward Jones

Brian Rhoads is a financial advisor at Edward Jones in West Plains, MO, holding a Series 66 designation with six years of industry experience. He previously worked at Arvest Bank from 2013 to 2019 before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Regina G

Series 63, Series 65

West Plains, MO

Edward Jones

Regina Gleghorn is a financial advisor with Edward Jones in West Plains, MO, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Founder/Business Owner
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Kevin B

CFP®, Series 66

West Plains, MO

Edward Jones

Kevin Brown is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at MST Services for eleven years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 financial advisors.

Wealth management Retirement income strategy Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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