Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Ryan Weinzierl is the Vice President and Branch Leader at the Oakdale Investor Center. In this role, he leads a team of associates dedicated to serving clients by collaborating with planning and investment professionals to co-create and implement financial plans aimed at helping clients achieve their financial goals. He has been with Fidelity Investments since 2020, serving as Vice President and Branch Leader. Prior to this, Ryan held several positions at Ameriprise Financial, including Senior Director of Advisor Business Development from 2015 to 2020, Sales Manager from 2011 to 2015, and Financial Advisor from 2009 to 2011.

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.

Rebekah Hartmann is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping clients develop strategies to pursue their financial goals, including family wealth management, legacy planning, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rebekah has a diverse educational background, including a Bachelor's Degree from Iowa State University, a Master's Degree from Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and an MBA from the University of Missouri System. She is a member of several professional organizations, including the American Veterinary Medical Association, Eden Prairie Chamber of Commerce, Minnesota Veterinary Medical Association, National Association of Women Business Owners, and Quorum LGBTQ+ and Allied Chamber of Commerce. In addition to her professional work, Rebekah is involved with the Bank of America, Minnesota Veterinary Medical Association, and the University of Minnesota Landscape Arboretum. Her personal interests include biking, gardening, hiking, horseback riding, music, and reading.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.