Timothy Ross is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes positions at Ameriprise Financial Services, Inc. from 2009 to 2020 and American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Sandra Sanders is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 license and over 42 years of industry experience. She has worked with Piper Jaffray Inc. since 1981 and joined UBS Financial Services in 2006. Outside of her advisory work, she crochets purses for school and church boutiques and serves on the Youth and Children's Ministry Board at Holy Emmanuel Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Adam Amys is a financial professional with eight years of industry experience currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he is involved with Dakota Networks, a cabling and hardware installation business handling payroll and billing functions. Cetera Investment Advisers LLC provides a national platform of independent advisors serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager approach that includes affiliated and third-party investment models.

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.

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.

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.

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.

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.

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 at RBC Capital Markets in Minneapolis, MN, with 26 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that utilize both in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset management services.

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.

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.

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.

Ann Staloch is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has recently started her advisory career, joining Thrivent in 2024. Outside of her advisory role, she has been involved with the Waseca Area Chamber of Commerce since 2018. 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, holistic planning covering various topics, with optional managed-account integration under its consolidated WealthPlan billing.

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.