Top financial advisors working with executives in Hutchinson, MN

Richard Westlund is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisory work, he serves as president of Haugen Home Furnishings, a furniture manufacturing business, and holds leadership positions in community organizations such as the Minneapolis Aquatennial Ambassador Organization and the Blue Line Club. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and 800,000 clients nationwide. The firm offers a multi-manager platform with diverse portfolio management options for individuals, retirement plans, and institutional clients.

Matthew Beilke is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Citizens Bank & Trust Co. and the Hutchinson Area Chamber of Commerce. His background also includes service with Hutchinson Police Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Sanken is a financial advisor with OSAIC and holds the Series 63 and Series 65 designations. He has 17 years of industry experience, including a longstanding role at Sagepoint Financial, Inc. In addition to his advisory work, he serves as a board member for the Cedar Mills Townboard and the Hutchinson Chamber of Commerce. OSAIC serves a broad client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, using firm-provided asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Christine Ruppert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials, and has 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Ruppert has served as past president of the Hutchinson Ambassadors, a local business support organization, and is a board member of the Island View Townhome Association. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses. The firm emphasizes written recommendations across various financial planning topics while maintaining a separation between planning and managed-account services.

Randall Razidlo is a CFP® professional with 23 years of industry experience, currently advising clients at Ameriprise since 2020. His prior roles include positions at Thrivent Financial and its affiliated companies from 2016 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using modeling and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.