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.

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.

Miguel Garces is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Thrivent Investment Management and previously worked at Bank of America NA and several other financial firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics without portfolio management or institutional advisory mandates.

Bryan Taylor is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and BMO Harris Bank and has previously worked at Heritage Wealth Advisors and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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.

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.

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.

Sandra Mcdonald is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities since 1999. Mcdonald has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

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.

Beth Weldy is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. She joined Thrivent in 2026 after 11 years of service with the City of Champaign. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of topics without implementation. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jonathan Copeland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Securian Financial Services, and Cetera prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of recommendations.

Thomas Park is a financial advisor with OSAIC based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 21 years at Woodbury Financial prior to joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated capital markets capabilities.

Sean Mulchrone is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing a range of in-house and third-party investment managers.