Mitchell Bebus

RLN Wealth is a tax-focused financial planning and investment management firm for late-career professionals with equity compensation. How we help - ✔️Equity Compensation & Concentrated Position Planning ✔️Tax Planning ✔️Investment Management ✔️Financial Independence / Retirement Planning ✔️Risk Management ✔️Estate Planning About Ryan Nelson - Lead Wealth Advisor Professional Experience - Former Lead advisor at two national fee-only RIAs for clients with $3M–$15M in assets - Former tax advisor at a national public accounting firm, focused on HNW individuals and business owners - Specialized experience in equity compensation, tax strategy, and long-term financial planning Credentials & Education - Certified Public Accountant (CPA) - Certified Financial Planner (CFP) - Bachelor’s in Accounting, MBA, and Master’s in Accounting Personal - Born and raised in Green Bay, WI (Lifelong Packer fan and shareholder) - Married to Jen and proud dad of two young daughters (7,5) - Passionate about travel, experiences, and making memories with family - Other Interests – Hosting at the family cabin, drinking great coffee, enjoying Italian food, and maintaining an active and healthy lifestyle

My name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified in Blockchain and Digital Assets (CBDA), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc. With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them. I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love. Twin Cities Wealth Strategies, Inc. is a tax-focused comprehensive financial life planning firm that offers tax prep and filing, as well as estate plan construction, all under one roof. When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binge-watching Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin. I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.

Great River Financial is a Minneapolis, MN fee-only financial planning firm located in Plymouth serving clients in the Twin Cities area and nationwide. We understand planning for retirement can feel complex and overwhelming. We help simplify it by providing tax-efficient retirement planning and investment management to help people in or near retirement grow and protect their assets through life’s transitions. As fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind, and provide unbiased and trustworthy financial advice.

Omar Chyou is a Wealth Management Advisor with extensive experience providing comprehensive wealth management services that address both sides of his clients’ balance sheets. He works closely with clients to understand their goals and beliefs, helping them pursue their near- and long-term financial objectives. Omar is committed to delivering a high level of service and advice, enabling clients to focus on what matters most to them, including hobbies, family, career, and philanthropy. Omar began his financial services career in 1996, advising high-net-worth individuals and families. He has held positions at several prominent firms such as Wells Fargo Private Bank, Goldman Sachs, and Citi Private Bank. Additionally, he served as Market President for First Western Trust in Denver, Colorado, where he led a team of advisors offering comprehensive advice across investments, lending, banking, financial and estate planning, and insurance. His professional designations include Certified Trust and Fiduciary Advisor (CTFA), Certified Investment Management Analyst® (CIMA®), and Accredited Wealth Management Advisor™ (AWMA™). He is FINRA registered, holds California life insurance licenses, and maintains his NMLS certification. Omar earned a Bachelor’s degree in Economics from Stanford University and completed his MBA at IE Business School in Madrid, Spain. Born and raised in Berkeley to immigrant parents from China and Mexico, he is a Spanish speaker who supports organizations focused on the Latin community and engages in community participation consistent with Merrill’s traditions. Outside of work, Omar spends time with his wife and three children enjoying outdoor activities such as hiking, fly fishing, snowboarding, karting, and target shooting, and pursues his interest as a car enthusiast.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities, advancing from Financial Representative to his current role. Prior to joining Fidelity Investments, he worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. As a CERTIFIED FINANCIAL PLANNER™ professional, Charles focuses on helping clients understand their personal financial situations and develop straightforward financial plans tailored to their goals. He holds a California Insurance License and emphasizes integrity, honesty, and education in his client relationships. Outside of his professional work, Charles enjoys cooking and baking, participating in family activities, staying fit, exploring food as a foodie, playing golf, and spending time with his pets.