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John G
Series 63, Series 66
Edina, MN
RBC Capital Markets
John Giese is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also affiliated with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Scott S
Series 63, Series 65
Edina, MN
RBC Capital Markets
Scott Schachtman is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 designations. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Christina H
Series 66
Edina, MN
RBC Capital Markets
Christina Huggar is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2016 to 2019. 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 with tailored investment strategies and integrates multiple in-house and third-party managers to implement client portfolios.
Alexander P
Series 63, Series 65
Edina, MN
RBC Capital Markets
Alexander Possis is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using both in-house and third-party managers and customizable investment solutions.
Brooke A
CFP®, Series 63, Series 66
Edina, MN
RBC Capital Markets
Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.
Gregory W
Series 63, Series 65
Edina, MN
RBC Capital Markets
Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. 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 multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.
Heather J
CFP®, Series 66
Edina, MN
RBC Capital Markets
Heather Johnson is a CFP® professional with 19 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously spent 11 years at Stifel Nicolaus. Outside of her advisory role, she volunteers with Prepare + Prosper, a Minnesota nonprofit focused on improving financial well-being by providing one-on-one financial guidance during tax season. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers to implement client strategies.
Jennifer L
Series 66
Edina, MN
RBC Capital Markets
Jennifer Laitinen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Outside of her advisory role, she works part-time as a bartender at The Lookout Supper Club. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and tailors strategies based on each client’s Advisory Risk Profile.
Michael G
Series 66
Edina, MN
RBC Capital Markets
Michael Gergen is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and having 10 years of industry experience. He has been associated with both City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, he manages family farmland in Hastings, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment resources.
Jonathan N
Series 66
Edina, MN
RBC Capital Markets
Jonathan Nelson is a financial advisor at RBC Capital Markets in Edina, MN, holding a Series 66 designation and with eight years of industry experience. He previously worked at William Blair Investment Management, LLC for six years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Gregory D
Series 63, Series 65
Edina, MN
RBC Capital Markets
Gregory Dobesh is a financial advisor at RBC Capital Markets with 38 years of industry experience. He has been with RBC Capital Markets since 1998 and holds Series 63 and Series 65 designations. Dobesh served on the board of directors for Interlachen Country Club, providing leadership and governance. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations by offering tailored portfolio management and advisory programs through a combination of in-house and third-party investment managers.
David K
Series 66
Edina, MN
RBC Capital Markets
David Kasowski is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Baird, and Spot Insurance. Kasowski served in the U.S. Air Force from 2013 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of wrap fee advisory programs that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Judy C
Series 63
Edina, MN
RBC Capital Markets
Judy Cameron is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 63 credential and having 32 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously spent ten years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging a combination of in-house and third-party investment managers to meet clients’ specific risk profiles.
Bradford W
Series 63, Series 65
Edina, MN
RBC Capital Markets
Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Jennifer M
Series 66
Edina, MN
RBC Capital Markets
Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.
Carter F
CFP®, Series 63, Series 65
Edina, MN
RBC Capital Markets
Carter Freeman is a CFP® with 31 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. He previously worked at Merrill for 11 years. Freeman holds Series 63 and Series 65 licenses and is based in Edina, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and customizes strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party investment managers.
Alexander R
Series 66
Edina, MN
RBC Capital Markets
Alexander Rykken is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank beginning in 2019. Outside of his advisory role, he serves on the advisory board of The Matthew Strother Center for the Examined Life, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers and tailored strategies based on client risk profiles.
Jeffrey C
Series 63, Series 65
Edina, MN
RBC Capital Markets
Jeffrey Crowl is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2010, with a concurrent role at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies and utilizes a combination of in-house and third-party managers to implement client portfolios.
Michael B
Series 63, Series 65
Edina, MN
RBC Capital Markets
Michael Benson is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Benson serves on the Board of Directors for the Apostle Islands Historic Preservation Conservancy, a foundation focused on preserving historic structures in Northern Wisconsin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.
Jennifer E
Series 66
Edina, MN
RBC Capital Markets
Jennifer Eckert is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and also operated J. Eckert, LLC, a residential real estate rehabilitation business, from 2012 to 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies using a combination of in-house and third-party managers, along with integrated capital-markets and asset management capabilities.
Krista K
CFP®, Series 63, Series 65
Edina, MN
RBC Capital Markets
Krista Kurth is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at RBC Capital Markets, LLC since 2017 and previously held positions at Siteimprove and Origin Meals. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate multiple investment managers, tax management options, and responsible-investing screens.
Lisa B
Series 66
Edina, MN
RBC Capital Markets
Lisa Baker is a financial advisor with RBC Capital Markets in Edina, MN. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services.
Wendy G
CFP®, Series 66
Edina, MN
RBC Capital Markets
Wendy Gilmer is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. Her prior experience includes roles at City National Bank, CorTrust Bank, and State Bank of Delano. Outside of her advisory work, she is involved with the Minnesota Timberwolves Senior Dancers and serves on the board of Delano 4th of July Inc., a nonprofit organizing community fundraisers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide tailored portfolio management and financial planning services using both in-house and third-party investment managers.
Jennifer F
Series 63, Series 65
Edina, MN
RBC Capital Markets
Jennifer Fernjack is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has previously worked at Edward Jones, Ameriprise Financial Services, and various tenures at RBC Capital Markets. Outside of advising, she is the sole owner of Emotional Grit, LLC, through which she has published a book titled "Greater Than: The Power and Strength of Emotional Grit," hosts a related podcast on YouTube, and gives speeches. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.
Jeffrey M
Series 63, Series 66
Edina, MN
RBC Capital Markets
Jeffrey Mcfarlin is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has been associated with City National Bank since 2019. Outside of his advisory role, he manages a single-family rental home as a sole proprietor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and employs a tailored investment approach using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Larry N
Series 63, Series 65
Edina, MN
RBC Capital Markets
Larry Nielsen is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2011 and is also affiliated with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring strategies through both in-house and third-party managers according to each client’s risk profile.
Joel K
Series 66
Edina, MN
RBC Capital Markets
Joel Kozlak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at City National Bank and Bank of America, in addition to his current role at RBC Capital Markets. Outside of his advisory work, he is actively involved in managing a personal rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.
Elizabeth L
Series 63, Series 65
Edina, MN
RBC Capital Markets
Elizabeth Larson is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, including a prior period from 2013 to 2017 and continuously since 2019. Larson also worked at Ameriprise Financial Services from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management and uses both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.
Martin W
Series 63, Series 65
Edina, MN
RBC Capital Markets
Martin Wheeler is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of advisory work, he is a partner in MCW Ventures LLC, a business involved in the rental of airplane hangars. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to clients’ risk profiles.
Carol B
Series 63, Series 66
Edina, MN
RBC Capital Markets
Carol Brundieck is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has held prior roles at Merrill, Wells Fargo Clearing, and Morgan Stanley Smith Barney. She holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.
Andrew F
CFP®, CFA®, PFS™, Series 63
Edina, MN
RBC Capital Markets
Andrew Frye is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 63 designations. Prior to joining RBC in 2024, he worked at CliftonLarsonAllen LLP and CliftonLarsonAllen Wealth Advisors, LLC from 2012 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a mix of in-house and third-party investment managers.
John B
Series 66
Edina, MN
RBC Capital Markets
John Betz is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following a decade at Vermilion Research. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including 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, combining in-house and third-party managers, as well as services such as portfolio management, financial planning, and brokerage.
Benjamin F
Series 66
Edina, MN
RBC Capital Markets
Benjamin Freeman is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at City National Bank and Merrill, as well as Bank of America, before joining RBC Capital Markets in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing both in-house and third-party investment managers.
Curtis C
Series 66
Edina, MN
RBC Capital Markets
Curtis Carstens is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 26 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Jack N
Series 66
Edina, MN
RBC Capital Markets
Jack Nasby is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His work history includes roles at RBC Capital Markets LLC, RBC Wealth Management, and At The Turn, as well as involvement with the University of St. Thomas and local clubs such as The Minikahda Club and Bearpath Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Pamela S
Series 66
Edina, MN
RBC Capital Markets
Pamela Smith is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for two years and Wells Fargo for twenty years. Pamela volunteers as a financial virtual coach with Women Money Matter, assisting clients with budgeting, saving, and credit rebuilding. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party management with options for tax management and responsible investing.
Barbara K
Series 63, Series 65
Edina, MN
RBC Capital Markets
Barbara Kickhafer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Board Secretary for the Edinburgh Women's Golf Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Kalley L
Series 63, Series 65
Edina, MN
RBC Capital Markets
Kalley Leer is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and supported by both in-house and third-party managers.
Stephanie B
Series 66
Edina, MN
RBC Capital Markets
Stephanie Betz is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Wealth Management since 2006. Outside of her advisory role, she has been employed at J.Crew since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.
James C
Series 66
Edina, MN
RBC Capital Markets
James Chapman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of finance, he works as an independent contractor for a modeling and talent agency. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.
David W
Series 66
Edina, MN
RBC Capital Markets
David Weingartner is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 credential and has been with RBC Capital Markets since 2001, also serving at City National Bank since 2016. Outside of his advisory role, he participates in community service as a member of the Washburn High School Site Council and serves on the Board of Directors and as Treasurer for the Reading League of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, custody, and brokerage services to a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party resources with options for tax management and responsible investing.
Logan H
Series 66
Edina, MN
RBC Capital Markets
Logan Hershey is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Deloitte & Touche LLP for five years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.
Chase P
Series 66
Edina, MN
RBC Capital Markets
Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.
Angela R
Series 66
Edina, MN
RBC Capital Markets
Angela Rice is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.
Anthony R
Series 66
Edina, MN
RBC Capital Markets
Anthony Ricker is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Capital Markets LLC since 2009 and previously worked at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management.
Alexander S
Series 66
Edina, MN
RBC Capital Markets
Alexander Stetson is a Series 66-licensed financial advisor with nine years of industry experience. He has been with RBC Capital Markets, LLC since 2017, following a brief tenure at North Shore Bank of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
Jess T
Series 66
Edina, MN
RBC Capital Markets
Jess Troyak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and implementing features such as tax management and responsible investing screens.
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