Joshua Howard is a CFA® charterholder and holds a Series 66 license. He is currently with RBC Capital Markets, LLC and has prior experience at Bremer Bank and Royal Bank of Canada Global Asset Management. His background also includes a role with Edina Public Schools. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jesse Modahl is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked for the State of Minnesota Department of Commerce for twelve years. He was formerly a 20% owner of an investment-related real estate business, Eight - Three Investments, LLC, which is in the process of winding down. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with a range of advisory programs and portfolio management services. The firm uses tailored investment strategies and offers access to both in-house and third-party managers, alongside various program features including tax management and responsible investing options.

Trent Lorenz is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 that combine discretionary and non-discretionary portfolio management with financial planning, employing both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

John Barber is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he owns and manages Innovative Court Reporters, a court reporting business. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Melissa Moser is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at Ameriprise Financial Services and Rodan and Fields. Outside of her advisory work, she serves on the boards of the St. Paul Festival and Heritage Foundation and the Juvenile Diabetes Research Foundation’s Minnesota and Dakotas chapter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and incorporates in-house and third-party investment managers, along with options for tax management and responsible investing.

Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. 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 a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Audree Ginsburg is a financial advisor at RBC Capital Markets with CFP® and Series 66 credentials and two years of industry experience. Prior to joining RBC, she has held positions at Rover and JPMorgan Chase & Co. She serves on the board of directors for Loring Collective, a nonprofit that supports queer creatives in the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs tailored to client risk profiles. The firm utilizes both in-house and third-party managers and provides integrated portfolio management, financial planning, and brokerage services.

Kevin Mc Neely is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining RBC in 2026, he worked at Ameriprise Financial Services, LLC and its affiliated entities from 2017 to 2026, and at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates in-house and third-party investment managers, with a wide range of options including tax management and responsible investing.

Tracy Hanson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having 23 years of industry experience. She has been with RBC Capital Markets since 2012. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Andrew Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, combining in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Anna Walth is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Logan Park Wealth Management and UW Madison. Outside of financial services, she has experience in property management and marina operations. 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 tailored strategies implemented through a combination of in-house and third-party investment managers.

Kevin Bass is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and an emphasis on integrating in-house and third-party investment resources.

Nicholas Schoeberl is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with five years at RBC Capital Markets and a total of twelve years in the industry. His prior experience includes roles at Wells Fargo Wealth and Investment Management and AEGON Asset Management. 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 investment strategies, combining in-house and third-party portfolio management, and features a broad capital markets platform with integrated lending and alternative investment options.

Shari Lum is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as an executor for a family estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. 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.

Miles D Alessandro is a Series 66 licensed financial advisor at RBC Capital Markets with three years of industry experience. He has held roles at several firms, including Sidoti & Company, LLC, Cetera Financial Services, and Goff Investment Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies to clients’ risk profiles using a combination of in-house and third-party managers and provides access to alternative investments and integrated capital-markets capabilities.

Jacob Breitbach is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with about one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Ascend Financial, and MML Investors Services, as well as various engagements in both educational and municipal organizations. 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 with a range of portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Rhett Dunn Sperling is a Series 66-licensed financial advisor at RBC Capital Markets with one year of industry experience. His prior roles include positions at Chase Bank, US Bank, and Stone and Vine. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.