Brett Fenske is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2004. Outside of his advisory role, he has a partial ownership interest in a recreational land holding through The Benoit, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tyler Pattee is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2016, having started as a Financial Consultant. Prior to this, he worked as a Financial Consultant at Ameriprise Financial Inc from 2011 to 2016. Tyler is a CFP® practitioner specializing in retirement income generation, tax-efficient investing, and innovative investment strategies. He emphasizes responsiveness and accessibility, aiming to build longstanding client relationships. Outside of his professional work, Tyler enjoys activities such as canoeing, cars, fishing, fitness, golf, and hiking.

Gavin Kroener is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Jamba Juice, Mendakota Country Club, Hyvee, and the U.S. Soccer Federation Referee Program. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on various financial topics without discretionary trading authority.

Theodore Hamlin is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following nine years at RBC Capital Markets Corporation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Walter Bokovitz Jr. is a financial advisor with Raymond James & Associates in Edina, MN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.

Brianna Herder is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and previously worked at Allianz and WipFli LLP before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Auerbach is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns Red Rowen LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicholas Tawil is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Allianz Life for five years. Outside of his advisory role, he is a self-employed musician and serves as a football coach at Providence Academy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Aaron Putman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and has worked at several firms, including Gateway Wealth Management, Commonwealth Financial Network, Capital Management Securities, and Haukedahl Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Christopher Johnson is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Minnesota-Twin Cities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without portfolio management or discretionary authority, and allowing clients to integrate planning with managed accounts through its WealthPlan option.

Jeffrey Mcfarlin is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has been associated with City National Bank since 2019. Outside of his advisory role, he manages a single-family rental home as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and employs a tailored investment approach using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

John Scheidler is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 38 years before joining MassMutual Life Insurance Company in 2016 and MassMutual Investors Services in 2017. He is also an independent insurance agent selling life, accident, health, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Ryan Mc Nelis is a financial advisor with Charles Schwab based in Edina, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He has been with Charles Schwab since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts, providing a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s client relationship model features mostly non-discretionary advice alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic allocation and alternative investment options.

Anthony Grgas is a financial advisor with Thrivent Investment Management, holding Series 66, Series 63, and Series 65 credentials. He has recently begun his advisory career, joining Thrivent in 2025. Prior to this, he held roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Mary Binger is a Series 63 licensed financial advisor with Ameriprise in Edina, Minnesota, where she has worked for 18 years. Her career includes 12 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of advising, she serves on the board of the Girard Association and participates in the capital campaign at Good Shepherd Lutheran School, assisting with charitable giving strategies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sandra Mcdonald is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank since 1999 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and utilizes research and analytics to support diversified investment solutions.

Iram Saeed is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc. and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with tools supporting both discretionary and non-discretionary portfolio strategies.

Seth Kloss is a Financial Consultant at Fidelity Investments, where he works with clients to understand their financial objectives and personal circumstances. He provides information and guidance to assist clients in making informed financial decisions related to retirement planning, investment strategies, equity compensation, and income planning within an overall financial plan. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to this, he worked as a Financial Counselor at Principal and as a Distribution Consultant at Wells Fargo. Seth holds a California Insurance License. Outside of his professional work, he has interests in comedy, concerts, cooking and baking, food, gardening, and music.