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)

3 advisors near 76424

Out of 400,000+ nationwide

user avatar
firm logo

Edward M

Series 66

Breckenridge, TX

LPL Financial

Edward Miller is a financial advisor with LPL Financial and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. He is also involved with XEO Wealth Planning, a business focused on non-variable insurance products such as disability, long-term care, fixed annuities, and traditional life insurance. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team that develops model portfolios and alternative strategies, allowing advisors to tailor solutions to client needs.

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

Gary G

CFP®, Series 63, Series 66

Breckenridge, TX

Edward Jones

Gary Glick is a CFP®-credentialed financial advisor with Edward Jones, based in Breckenridge, Texas, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he owns and operates a ranch in Breckenridge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Brady H

Series 66

Breckenridge, TX

Edward Jones

Brady Huston is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Cameron University from 2013 to 2019. Outside of his advisory role, Huston is involved in managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Professional Athlete Doctor or Medical Professional Founder/Business Owner
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.