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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)

5 advisors near 74354

Out of 400,000+ nationwide

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Jessica K

Series 66

Miami, OK

Edward Jones

Jessica Keys is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked for Miami Public Schools. Keys was also the owner of Flip Out LLC, a power tumbling instruction business, until her husband took full control. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Active portfolio management Founder/Business Owner Women Professionals
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Joshua W

Series 66

Miami, OK

Edward Jones

Joshua Wheeler is a financial advisor with Edward Jones in Miami, Oklahoma, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked at Newell Coach for one year. Outside of his advisory duties, Wheeler serves as a pastor at First Assembly of God, a role he has held since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated offerings, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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Melissa P

Series 63, Series 65

Baxter Springs, KS

LPL Financial

Melissa Proffitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has previously worked with Summit Financial Group, Securities America, and OSAIC. Outside of finance, she owns and leads workouts for Pro-ffitt Garage, conducting live sessions on Facebook and at a gym. 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 various investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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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Donna O

Series 66

Miami, OK

Edward Jones

Donna Olinger is a financial advisor at Edward Jones in Miami, Oklahoma, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is a co-owner of Grand Lake Garden Center, a retail business specializing in plant material. 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 solutions supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

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

Series 63, Series 66

Miami, OK

Edward Jones

Alex Acupan is a financial advisor with Edward Jones in Miami, Oklahoma, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he owns and manages commercial office rental properties in Miami. 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. The firm is noted for its extensive retail advisor network and affiliated services, including trust and securities-based lending options.

Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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