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Allison J

Series 66

Fargo, ND

RBC Capital Markets

Allison Jacobson is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including LPL Financial and Western State Bank. Outside of her advisory role, she is involved with BIO Girls, a nonprofit organization focused on improving the self-esteem of adolescent girls through empowerment and service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies and a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Shannon N

Series 66

Fargo, ND

RBC Capital Markets

Shannon Nordick is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and RBC Capital Markets throughout her career. 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 multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Scott H

Series 63, Series 66

Fargo, ND

RBC Capital Markets

Scott Heck is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory work, Heck serves on the boards of the Journey to Growth economic development initiative and the North Dakota State University Development Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and a range of integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Christopher M

Series 63, Series 65

Fargo, ND

RBC Capital Markets

Christopher Meier is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, Invest Financial Corporation, and Cetera Wealth Services. He serves as a volunteer board member for Fargo Post 2 Baseball, a local Legion Baseball organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers and provides a range of solutions including tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Sonja A

CFP®, Series 63, Series 65, Series 66

Fargo, ND

RBC Capital Markets

Sonja Anderson is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. 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 various advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Dylan D

Series 66

Fargo, ND

RBC Capital Markets

Dylan Droegemueller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley. In addition to his advisory role, he performs minor tasks and maintenance for Morgan Joseph Properties, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and utilizes both in-house and third-party managers across diversified portfolios.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Patrick M

Series 66

Fargo, ND

RBC Capital Markets

Patrick Mcgrath is a financial advisor at RBC Capital Markets in Fargo, ND, holding a Series 66 designation with 12 years of industry experience. Prior to joining RBC in 2025, he spent 10 years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member for Sons of Norway, a community organization based in Fargo. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using a mix of in-house and third-party investment managers tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Byron T

Series 66

Fargo, ND

RBC Capital Markets

Byron Trochman is a financial advisor with RBC Capital Markets based in Fargo, ND, holding a Series 66 designation and 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, and City National Bank. He serves as a committee member for the YWCA Cass Clay, advising on portfolio investments and allocation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs with discretionary and non-discretionary portfolio management, combining in-house and third-party managers to implement customized strategies.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Chad S

Series 63, Series 65

Fargo, ND

RBC Capital Markets

Chad Stark is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he serves on several local nonprofit boards, including the Hope Lutheran Church, the YMCA, and the Fellowship of Christian Athletes, and is involved with community organizations such as the 300 Broadway Homeowners Association and the NDSU Development Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable investors. The firm offers customized investment advisory programs that incorporate in-house and third-party managers with various portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Christopher K

Series 63, Series 65

Fargo, ND

RBC Capital Markets

Christopher Kollitz is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, he serves as a firefighter with the Dilworth Fire Department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored investment strategies and both discretionary and non-discretionary portfolio management.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Garrett T

Series 63, Series 66

Fargo, ND

RBC Capital Markets

Garrett Trochman is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MML Investors / Red River Financial Group, Mass Mutual, Northwestern Mutual, and Scheels. Outside finance, he was involved with Hair Success Salon and Day Spa. 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 diverse advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cory M

Series 63, Series 65

Fargo, ND

RBC Capital Markets

Cory Miner is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Old National Bank, LPL Financial LLC, Raymond James Financial Services Advisors, and Wells Fargo Clearing. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with an investment approach that incorporates in-house and third-party managers tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brett W

Series 66

Fargo, ND

RBC Capital Markets

Brett Winkelman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and six years of industry experience. His previous work includes roles at City National Bank, Wells Fargo Clearing, and the Fargo Assembly Company. He serves on the advisory boards for the NDSU Industrial Engineering program and the Fellowship of Christian Athletes of North Dakota. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and corporate clients. The firm offers customized portfolio management solutions using both in-house and third-party investment resources, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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