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.

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Gavin Kroener is a financial advisor at Thrivent Investment Management based in Burnsville, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Jamba Juice and was involved with the U.S. Soccer Federation Referee Program. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Mark Williams is a financial advisor at Edward Jones in Eden Prairie, MN, holding Series 63 and Series 66 licenses with 34 years of industry experience. He previously worked for Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC from 2004 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Thomas Dufresne is a financial advisor with Cetera, holding a Series 63 designation and bringing 35 years of industry experience. His career includes longstanding roles at Lear Financial Inc. and self-employment, alongside over a decade with Cetera Wealth Services and Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

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.

Kimberly Ritter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior firms include Cetera, Foresters Advisory Services, and First Investors Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced tools and a broad financial services infrastructure.

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.

James Hay is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and having 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Calvin Christian School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

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.

Jeffrey Halverson is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked at Next Financial Group and spent twelve years with Albert Lea Area Schools. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Grgas is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 63, Series 65, and Series 66 designations and has been with Thrivent since 2025. Prior to joining Thrivent, his background includes roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts through its WealthPlan consolidated billing program.