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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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Deric R

Series 66

Kingston, TN

Edward Jones

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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John E

Series 63, Series 65

Rockwood, TN

OSAIC

John Evans is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Securities America, Inc., Securities America Advisors, and Signator Investors, Inc. In addition to his advisory work, Evans serves as president of Rockwood Revitalization, a nonprofit that operates a local museum, and is vice president of the Rockwood Merchants Association, which organizes community street events. He also co-hosts a local news and events program on an internet-based TV network. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk tolerance assessments, asset allocation tools, and portfolio optimization, offering a wide range of investment products and services through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Samuel F

Series 66

Kingston, TN

Edward Jones

Samuel Frogg II is a Series 66 credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Signature Rehab. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Harriman, TN

OSAIC

Kyle Wentland is a financial advisor with OSAIC based in Harriman, Tennessee, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Securities America Advisors and Primerica. Outside of advisory work, he serves on the board of the Roane Alliance and is President-Elect of the Harriman Rotary Club, engaging in local economic development and community service initiatives. OSAIC is a large SEC-registered investment adviser and broker-dealer supporting a broad client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services and investment programs, utilizing advanced portfolio management tools and multiple custodial platforms, and serves over 6,200 advisors and approximately $200 billion in assets under management.

Annuities Founder/Business Owner Executive Retired
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