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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)

12 advisors near 83647

Out of 400,000+ nationwide

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Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services. He has worked within various First Command entities since 2016. Outside of his financial advisory roles, he has been involved with Indian Summer Golf and Country Club since 2016. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers a structured Tailored Professional Services engagement on a 12-month cycle.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services in Mountain Home, Idaho. He holds Series 63 and Series 65 licenses and has recently transitioned from a six-year career as a Fuels Supervisor in the United States Air Force. His military experience involved overseeing the receipt, storage, and distribution of petroleum products to support mission operations. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages asset portfolios using an in-house investment team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at The Vanguard Group, LPL Financial, and American Airlines Federal Credit Union. Outside of advising, she has worked as a delivery driver for Amazon and DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Zenetex and Kay & Associates before joining various First Command entities in 2021. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that encompasses financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm offers advisor-led planning relationships featuring a structured 12-month Tailored Professional Services engagement and discretionary asset management via an in-house Investment Management Team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he was involved with Ryan Valley LLC and various insurance carriers, as well as working at Waddell & Reed and Corizon Health. Outside of his advisory work, he serves as a notary and has managed his own LLC. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include work with Waddell & Reed, Inc., various insurance carriers, and local business ventures such as Valley's Local Raw Honey, where he is involved as a beekeeper. He has also participated in community organizations including the Mountain Home Chamber Of Commerce and Air Force Appreciation Day. 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 a range of investment solutions supported by an in-house research team and a broad platform accommodating both 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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Abbie M

Series 63, Series 65

Mountain Home, ID

LPL Financial

Abbie Mcgrath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, she worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies from 2005 to 2021. She also maintains an active role as an insurance agent. 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 a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Aaron H

Series 66

Mountain Home, ID

LPL Financial

Aaron Hofer is a financial advisor with LPL Financial in Mountain Home, Idaho. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Corizon Health for six years. Outside of advising, he serves as a notary public. 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 a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Shane Z

CFP®, Series 63

Mountain Home, ID

Edward Jones

Shane Zenner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds the Series 63 designation and is based in Mountain Home, Idaho. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brion B

Series 66

Mountain Home, ID

Edward Jones

Brion Bethel Jr. is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 designation and three years of industry experience. His career includes roles at Finance of America Mortgage and Thrifty Car Sales prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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 General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retired Founder/Business Owner Executive
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Taylor H

Series 66

Mountain Home, ID

Edward Jones

Taylor Hurley is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Hurley worked at the City of Mountain Home and spent eight years at Maurices. Outside of advising, Hurley owns and operates Sugar & Spice Bakehouse LLC, a home-based bakery specializing in custom sugar cookies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 65

Mountain Home, ID

LPL Financial

John Walborn is a financial advisor with LPL Financial in Mountain Home, Idaho, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with LPL Financial since 1996 and also operates Chester Walborn & Associates, which he founded in 1995. Walborn serves as a co-trustee for a special needs trust, a fiduciary role he maintains with limited time commitment. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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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