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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)

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Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is a financial advisor at Johnson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and Edward Jones. Johnson is the founder and Senior Advisor of the Prosperity Seekers Investment Club of Palm Coast, a role he has held since 2004 in a volunteer capacity. Johnson Wealth Management serves individual investors, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that includes both discretionary and non-discretionary arrangements, with ongoing monitoring and rebalancing based on client objectives and risk tolerance.

Wealth management Cash flow / budgeting
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Maggie P

Series 66

Pomona Park, FL

Ameritas Advisory Services, LLC

Maggie Parker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at E*TRADE Capital Management LLC, LPL Financial, Capital City Bank, SigFig Wealth Management LLC, and The Vanguard Group, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Harold L

Series 63, Series 66

Crescent City, FL

Empower Advisory Group

Harold Lewis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Citigroup and Fidelity Brokerage Services. Outside of finance, he is involved in livestreaming, where he discusses true crime and paranormal phenomena. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering integrated financial planning and investment management through a platform connected to Empower’s recordkeeping and administrative services.

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

Series 63, Series 65

Bunnell, FL

Capital Analysts

Nicholas Greer is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. In addition to his advisory role, he is also involved in life insurance and fixed annuity sales. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom portfolios, model portfolios, and retirement plan advice.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Brett E

Series 63, Series 66

Palm Coast, FL

Centaurus Financial, Inc.

Brett Ewing is a financial advisor with Centaurus Financial, Inc. in Tallahassee, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Centaurus Financial since 2007 and has been involved with the Tallahassee Lions Club since 2002. Outside of his advisory role, he manages a local community research project that creates an economic index to gauge business activity in Tallahassee and educates clients on deferred sales trust strategies. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm utilizes a combination of fundamental and technical analysis and offers various managed account programs.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Thomas M

Series 63, Series 65, Series 66

Palm Coast, FL

OSAIC

Thomas Muller is a financial advisor at OSAIC with 27 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 11 years before joining OSAIC. Outside of his advisory role, he is involved in insurance sales, including Medicare insurance for seniors. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs and utilizes a technology-driven investment process that includes portfolio optimization and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Delroy P

Series 66

Palm Coast, FL

Merrill

Delroy Pearson is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL. He has been with Merrill since 2016 and previously worked at Premier Care Inc. for eight years. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers a range of managed account programs, discretionary portfolio management, and brokerage services, supported by extensive manager selection and tax-efficient implementation capabilities.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Ken M

Series 63, Series 66

Palm Coast, FL

Cetera

Ken Mazzie is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Avantax Insurance Agency and Avantax Advisory Services. Outside of advisory work, he is a CPA providing tax preparation and accounting services and serves as a trustee managing family trusts. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

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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Adam B

ChFC®, Series 66

Crescent City, FL

Cetera

Adam Bornstein is a financial advisor with Cetera, holding the ChFC® designation and Series 66 license, and has 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Cetera and founding Bornstein Financial in 2026. Outside of his advisory role, Bornstein owns a youth soccer nonprofit, Crescent City United, LLC. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a network of more than 6,800 advisors.

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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Steven V

Series 66

Palm Coast, FL

Edward Jones

Steven Vasseur is a financial advisor with Edward Jones in Palm Coast, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

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

Series 66

Palm Coast, FL

Merrill

Tracey Mix is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategies and emphasizes tax-focused capabilities, supported by its integration with Bank of America affiliates and a comprehensive capital-markets platform.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Marcos A

Series 63, Series 65

Bunnell, FL

OSAIC

Marcos Acevedo Jr. is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, Inc. He is also president of ACE Financial Advisors Inc., an S corporation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of advisors and employs an investment process that incorporates risk-tolerance assessments, asset-allocation planning, and portfolio optimization.

Annuities Founder/Business Owner Executive Retired
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John S

Series 66

Palm Coast, FL

Edward Jones

John Skripko Jr. is a financial advisor at Edward Jones in Palm Coast, FL, holding the Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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