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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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Chelsea J

Series 66

Summit, WI

TLG Advisors, INC.

Chelsea Jez is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Axa Advisors, Lincoln Financial Advisors, and Lincoln Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Theresa B

Series 63, Series 66

Summit, WI

Robert Baird & Co.

Theresa Boyd is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 1999. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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