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)

4 advisors near 79331

Out of 400,000+ nationwide

firm logo

Dusty T

Series 66

Lamesa, TX

Edward Jones

Dusty Thornhill is a financial advisor with Edward Jones in Lamesa, TX, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he worked at Rusted Thorn Enterprises LLC and Matador Resources Company. Outside of advising, his family owns a fitness center business called The Studio on Main. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Ray S

Series 66

Lamesa, TX

Cetera

Ray Stephens is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors, among other firms, and also serves as a CPA and shareholder at Stephens, Stephens, & Telchik, PC. Outside of financial advising, Stephens is president of S & C Oil Co, a wholesale and retail fuel distributor, and is involved in family farm partnerships. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

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
user avatar
firm logo

Anacleto C

Series 66

Lamesa, TX

Edward Jones

Anacleto Casas is a Series 66 credentialed financial advisor at Edward Jones in Lamesa, TX, with 18 years of industry experience and over 19 years at Edward Jones. He serves as Vice Chair of the Lamesa Chamber of Commerce and is involved in managing family partnerships and trusts, as well as a group fitness gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Katherine K

CFP®, Series 66

Lamesa, TX

Edward Jones

Katherine Krause is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones in Lamesa, TX. She previously worked at Cerity Partners LLC and FJY Financial, and has experience with Texas Tech University and its Alumni Association. Krause returned to Edward Jones in 2024 after an earlier role in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services supported by a large national network of financial advisors and branch offices.

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.