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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

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Kelly W

Series 66

Glencoe, MN

ValMark Advisers, Inc.

Kelly Weidendorf is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at SLS, Inc. and Liquibox. In addition to his advisory role, he is involved in financial services operations and client services at SLS, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains several unique governance and advisory arrangements within the insurance and ETF sectors.

Annuities College savings (529s, UTMA, etc.) Business succession planning Wealth management Retirement income strategy Founder/Business Owner Retired
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Breanna C

Series 66

Hutchinson, MN

Edward Jones

Breanna Chapman is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, she worked at Anderson Chemical Company for seven years and Crest Healthcare Supply for one year. Outside of her advisory role, she owns and manages a horse boarding facility and provides respite foster care through Meeker County Social Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Marcus M

CFP®, Series 63

Hutchinson, MN

Ameriprise

Marcus Max is a CFP®-designated financial advisor with Ameriprise, based in Hutchinson, MN, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Annie D

Series 66

Hutchinson, MN

Edward Jones

Annie De Meyer is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at H Fit 360 as a group fitness instructor and has also been involved with Hutchinson Public Schools as a girls' high school soccer coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management.

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

Series 63, Series 65, Series 66

Glencoe, MN

Thrivent Investment Management

Cory Werlinger is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has worked at Thrivent since 2019 and has prior experience with Waddell & Reed and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Nicholas P

Series 66

Hutchinson, MN

Edward Jones

Nicholas Pederson is a Series 66-credentialed financial advisor with Edward Jones, based in Hutchinson, MN, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 66

Glencoe, MN

Edward Jones

Joseph Neumann is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at NetApp Corp. He holds the Series 66 designation. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged
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Kyle W

Series 63, Series 66

Hutchinson, MN

Cetera

Kyle Wendling is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Cetera since 2021 and previously spent four years at VOYA Financial Advisors. Wendling serves as a board member for several nonprofit organizations, including the Hutchinson Health Foundation and the Hutchinson Area Community Foundation, and is involved in local municipal and family foundation boards. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed strategies within a comprehensive institutional and trust framework.

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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Joseph T

Series 66

Hutchinson, MN

Edward Jones

Joseph Tauer is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Cetera Advisor Networks, Prairie Plans Asset Management, and Investment Centers of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Hutchinson, MN

Cetera

Timothy Piehl is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he serves as a board member for Faith Lutheran Church and is the vice president of the Central United Rush Soccer Club. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions.

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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Michelle B

Series 66

Hutchinson, MN

Thrivent Investment Management

Michelle Bekkala is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and previously worked at Home State Bank. Outside of her advisory role, she serves as a board member and community liaison for Meeker Memorial Hospital and is involved with the Meeker Memorial Foundation, as well as holding leadership experience as a past president of the local Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a broad range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Aaron J

Series 66

Hutchinson, MN

OSAIC

Aaron Jones is a financial advisor with OSAIC in Hutchinson, MN, holding a Series 66 designation and 19 years of industry experience. He previously worked at Minnesota Life Insurance Company and affiliated firms from 2000 to 2019 and has been associated with Linder Financial since 2023. Jones also owns a sole proprietorship that receives insurance policy trail income without active management. 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 employs a technology-driven investment process and offers a wide range of advisory services through a large network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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Corey Z

Series 66

Hutchinson, MN

Raymond James Financial

Corey Zimmermann is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. His background includes service with the Minnesota Air National Guard and leadership as a branch manager of Hutchinson Financial, where he is involved in client meetings, goal planning, and securities transactions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network, with a distinctive focus on advisory services that maintain client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michelle R

Series 66

Hutchinson, MN

Edward Jones

Michelle Redding is a Series 66 licensed financial advisor with Edward Jones in Hutchinson, MN, with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at CentraCare Health Monticello from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Neil S

Series 66

Hutchinson, MN

OSAIC

Neil Schlagel is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. He has worked at OSAIC since 2023 and previously at Sagepoint Financial, Inc. since 2019. Outside of his advisory role, Schlagel is the owner of ProWoodBats, a sole proprietorship involved in sales and service, and serves as the City Administrator for Winsted, Minnesota. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessment, asset allocation, and portfolio optimization.

Annuities Founder/Business Owner Executive Retired
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Diane K

Series 66

Hutchinson, MN

Thrivent Investment Management

Diane Knorr is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 credential and has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2009. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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James C

Series 66

Hutchinson, MN

Edward Jones

James Chapman is a financial advisor at Edward Jones in Hutchinson, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a diverse range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Hannah M

Series 63, Series 65

Hutchinson, MN

Ameriprise

Hannah Max is a financial advisor with Ameriprise in Hutchinson, MN, holding Series 63 and Series 65 licenses. She has six years of experience with Allianz Life Financial Services and Allianz Life Insurance Company of North America, along with roles at the University of Minnesota and the Minnesota Timberwolves & Lynx. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm serves clients with significant investable assets and integrates algorithmic tools alongside advisor input to tailor retirement income strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Richard W

Series 63, Series 65

Hutchinson, MN

Cetera

Richard Westlund is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves as president of Haugen Home Furnishings, a furniture manufacturing company, and holds leadership roles in local community organizations, including serving as president of the Minneapolis Aquatennial Ambassador Organization and the Blue Line Club. Cetera Investment Advisers serves 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, combining advisor-managed accounts, model portfolios, and third-party managed options.

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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Stacy D

Series 63

Glencoe, MN

Ameriprise

Stacy Dammann is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 63 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an advisory business through GWP Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kayla T

Series 66

Hutchinson, MN

Equitable Advisors

Kayla Tessmer is a financial advisor with Equitable Advisors in Hutchinson, MN, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in education and community organizations, including Innovative Quality Schools and Teachers on Call. She serves as Secretary of the Hutchinson Parent Teacher Organization and is an Ambassador for the local Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew B

Series 66

Hutchinson, MN

Edward Jones

Matthew Beilke is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Citizens Bank & Trust Co. and the Hutchinson Area Chamber of Commerce. His background also includes service with Hutchinson Police Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Retired Founder/Business Owner Executive
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Kelly R

Series 66

Glencoe, MN

Ameriprise

Kelly Rach Meggitt is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Vice Chairperson of the First Congregational United Church of Christ Resource Team and is a board member of the Glencoe Area Community Foundation. She also participates in community fundraising and coordinates the annual Glencoe Days celebration. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized retirement planning through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ella S

Series 66

Glencoe, MN

Ameriprise

Ella Stevens is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior experience with Ameriprise Financial and other roles including Vector Marketing and Beef O Bradys. Stevens is also involved with GWP Holdings LLC, a non-investment-related business activity. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-driven strategies to deliver tailored retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lorie K

Series 63

Buffalo Lake, MN

Ameriprise

Lorie Kirtz is a financial advisor with Ameriprise, holding a Series 63 designation and over 25 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Outside of her advisory role, Kirtz is involved in agricultural business as a co-owner of Kirtz Farms Inc., and serves on several local boards, including St Johns Lutheran Parish Health and the Buffalo Lake Area Business Association. Additionally, she works as an EMT for the cities of Hector and Buffalo Lake. Ameriprise is an institutional firm offering a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John S

Series 63, Series 65

Hutchinson, MN

OSAIC

John Sanken is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory role, he serves as a board member for the Cedar Mills Townboard and the Hutchinson Chamber of Commerce. 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 offers a range of advisory and brokerage services, employing advanced asset allocation and portfolio management tools, and supports a large network of advisors across multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Kate K

Series 66

Hutchinson, MN

OSAIC

Kate Kilpela is a Series 66-licensed financial advisor with four years of industry experience. She currently works at Osaic Wealth, Inc. and has previously held roles at SagePoint Financial, Five Star Financial, and other firms. Kilpela also serves as a registered representative at Linder Financial Resources, where she leads client meetings and assists with trade processing. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Mark L

Series 63, Series 65

Hutchinson, MN

OSAIC

Mark Linder is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he serves as a trustee for a family estate and is involved with Linder Farms LLC. OSAIC is a large-scale SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options.

Annuities Founder/Business Owner Executive Retired
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Jacob L

Series 63, Series 65

Hutchinson, MN

OSAIC

Jacob Linder is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at SagePoint Financial for 10 years and has been involved in residential construction and contracting through Jacob Linder Builders LLC since 2003. Outside of advising, he owns and manages six single-family rental properties in Cokato, Minnesota. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that integrates risk tolerance assessments with portfolio optimization and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Amanda S

Series 66

Hutchinson, MN

Cetera

Amanda Schueler is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has been with Cetera since 2015. In addition to her advisory role, she is a 50% owner of 1982 Holdings LLC, a real estate holding company. Cetera 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 services such as portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional platform.

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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Kirk M

Series 63

Glencoe, MN

Edward Jones

Kirk Miller is a financial advisor with Edward Jones in Glencoe, MN, holding a Series 63 designation and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns a local business unrelated to investment services. 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 solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mark P

Series 63

Hutchinson, MN

Cetera

Mark Peterson is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. In addition to his advisory role, he is involved with Novation Credit Union, where he offers investment and advisory services. 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 provides discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a range of advisor-managed and model portfolio programs.

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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David W

ChFC®, Series 63, Series 65

Hutchinson, MN

Cetera

David Westlund is a financial advisor at Cetera with over 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at VOYA Financial Advisors and operating his own firms, Westlund Associates and Westlund Investments. Westlund is also a board member of the Beaver Creek West Condominium Association in Colorado. 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 a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

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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Christine R

Series 63, Series 66

Hutchinson, MN

Thrivent Investment Management

Christine Ruppert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials, and has 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Ruppert has served as past president of the Hutchinson Ambassadors, a local business support organization, and is a board member of the Island View Townhome Association. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses. The firm emphasizes written recommendations across various financial planning topics while maintaining a separation between planning and managed-account services.

Business ownership considerations
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Patrick C

Series 63

Hutchinson, MN

Edward Jones

Patrick Chapman is a financial advisor at Edward Jones with 38 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1987 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies through a nationwide 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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Randall R

CFP®, Series 63, Series 66

Hutchinson, MN

Ameriprise

Randall Razidlo is a CFP® professional with 23 years of industry experience, currently advising clients at Ameriprise since 2020. His prior roles include positions at Thrivent Financial and its affiliated companies from 2016 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using modeling and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eli S

Series 66

Hutchinson, MN

Cetera

Eli Santelman is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, he worked at Bethel University and Providence Academy. Outside of his advisory role, he assists with premium seating and security for the Minnesota Timberwolves. Cetera Investment Advisers serves 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, combining retirement and institutional capabilities with a broad advisory platform.

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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