Chestine Hutchinson is a financial advisor with Ameriprise in Plymouth, MN, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income advice through a centralized consulting team.

Zachary Wilder is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at CIEE Barcelona, InformData, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

Gabrielle Belisle is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Royal Bank of Canada Wealth Management, and other firms. She serves as Treasurer for Empower Survivors, a nonprofit organization. RBC Wealth Management serves a broad client base, including individuals, institutions, and charitable organizations, offering a range of advisory and portfolio management programs tailored to clients’ risk profiles and investment goals.

Matthew De Leon is a CFP® professional with 15 years of experience in financial advising. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Based in Plymouth, MN, he currently serves clients through Ameriprise. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients’ income planning needs.

Timothy Bruns is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2004. The firm serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various advisory programs that include portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. RBC Wealth Management combines in-house and third-party investment managers and integrates capital-markets capabilities, alternative investments, and lending services in its offerings.

Garrett Mcconnach is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Global Asset Management (U.S.) Inc. for seven years and RBC Capital Markets for over 16 years. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies through a combination of in-house and third-party managers.

Scott Erickson is a Series 66-credentialed financial advisor with Thrivent Investment Management in Minneapolis, MN, with two years of industry experience. He has held multiple roles within Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory work, he owns Hospitality Furniture Source LLC, an independent manufacturer’s representative for custom restaurant furniture and millwork. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Samuel Garbow is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and with 25 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Atul Bhatia is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at RBC Capital Markets since 2020. His prior roles include positions at EFG Asset Management and EFG Capital Advisors Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kevin Mc Devitt is a financial advisor at Ameriprise with 26 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, he worked for RBC Capital Markets Corporation for 17 years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, with a centralized team delivering non-discretionary advice in coordination with client advisors.

Aren Faruq is a Senior Financial Advisor with the Duddingston Sylvester Group at Merrill Lynch Wealth Management in Minneapolis, Minnesota. He provides comprehensive financial guidance to individuals and families, focusing on developing personalized strategies that address a wide range of client needs such as portfolio management, retirement planning, corporate benefits, and executive compensation. Aren’s approach emphasizes uncovering efficiencies across multiple wealth disciplines, with particular expertise in 401(k) plan design and service, investment management, and employee stock option transactions. With more than two decades of experience in financial services, Aren began his career in 2001 as a financial advisor with Morgan Stanley in Washington, D.C. He has since held roles including foreign exchange trader, market analyst for EGid (a subsidiary of the Egypt Stock Exchange), and senior corporate accounts manager with Commonwealth Foreign Exchange. Aren holds dual bachelor's degrees in Economics and International Affairs from The George Washington University, where he was also the captain of the men's swimming and diving team. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aren serves on The Blake School Alumni Board and is involved in community organizations such as Footworks Miami, Loaves and Fishes, and Appetite for Change. Outside of work, he participates in endurance fitness events including triathlons, and spends time with his wife and three children. His interests include swimming, boating, cooking, golfing, racquetball, running marathons, tennis, and traveling.

Adrian Huang is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and began his career in the industry in 2026. Prior to joining Thrivent, he worked in various roles including positions at Macalester College and the Sugar Bowl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account programs through its WealthPlan service.

Blake Besaw is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held roles in education at Minnesota State Colleges and Universities, Metropolitan State University, and Anoka-Ramsey Community College, as well as positions in media and retail. He is the owner of Besaw Bee-Sting LLC, a business involved in music, narration, voice recording, ticket reselling, and reselling goods. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anton Garten is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Taylor is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Minneapolis, MN. He has previously worked at Ameriprise Financial Services and Heritage Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by proprietary research and third-party strategies.

Anthony Williams is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2017. Prior to that, he spent time at Saint Mary’s University of Minnesota. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Lori Joyce Driscoll is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she owns and manages a short-term rental property with a separate entrance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm combines advanced modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Thomas Parker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial and PFK Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.