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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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Scott R

Series 63, Series 65

Laurel, NE

Ameriprise

Scott Rath is a financial advisor with Ameriprise in Laurel, Nebraska, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Rath serves on the Board of Directors and Finance Committee of Faith Community Church and volunteers with the Laurel Volunteer Fire & Rescue. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey L

Series 66

Coleridge, NE

Edward Jones

Jeffrey Litel is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked for nearly two decades with the Yucaipa-Calimesa Joint Unified School District. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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

Series 66

Randolph, NE

OSAIC

Mark Linville is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, he spent 18 years with Securities America, Inc. He also serves as President of First State Bank and Chairman of First State Bancorp, Inc., and volunteers as a leader at youth and disabled kids camps in Nebraska. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes technology-driven portfolio management tools and offers a broad range of investment programs and platforms to support its network of over 6,200 financial advisors.

Annuities Founder/Business Owner Executive Retired
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