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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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Sarah M

Series 63, Series 65

Jet, OK

Primerica Advisors

Sarah Mabra is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she owns and manages Mabra Family Chiropractic, PLLC, where she has been practicing as a chiropractor since 2007. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Grant W

Series 66

Cherokee, OK

Edward Jones

Grant Wilber is a financial advisor with Edward Jones in Cherokee, Oklahoma, holding a Series 66 designation. He has one year of industry experience and previously operated Wilber Genetics, a livestock business specializing in swine. Prior to joining Edward Jones, he worked at Great Plains National Bank and has a background in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

Series 63, Series 65

Jet, OK

Primerica Advisors

Eddie Coast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Primerica Financial Services since 1993 and PFS Investments Inc. since 2003. Outside of his advisory role, Coast serves as a pastor at Trinity Baptist Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cade J

Series 63, Series 65

Jet, OK

Primerica Advisors

Cade Jenlink is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he worked at Sidwell Strategies and has a background that includes roles at Oklahoma State University and Timberlake Public Schools. Outside of his advisory work, he owns and operates a cow/calf ranching operation near Jet, Oklahoma. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jay J

Series 63, Series 65

Jet, OK

Primerica Advisors

Jay Jenlink is a financial advisor with Primerica Advisors in Jet, Oklahoma, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of his advisory role, he is a co-owner of 4J Ventures, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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