James Petrik is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008 and has been associated with Regional Operations Group, Inc. since 1993. 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 variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment resources.

Jason Arnett is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 15 years. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

David Hutchinson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Assetmark Financial and Assetmark Brokerage Corporation. He also maintains an affiliation with HCG & Associates, LLC. 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 various advisory programs that provide portfolio management and financial planning, tailored to clients’ risk profiles and implemented using both in-house and third-party investment managers.

Davis Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Wealth Management since 2015. He holds a Series 66 license and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Jack Murphy is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with six years at RBC and a total of four years in the industry. His prior work experience includes roles at Aldi and the University of Wisconsin-Eau Claire. Outside of finance, he was involved with Exceed Hockey for six years. 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 wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both internal and third-party managers.

Amy Stern is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. Stern serves as a board member on the Minnesota Security Board and is also on the board of directors for Camp Fire Minnesota, an organization that runs nature programs for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Jingyu Xu is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, Xu worked at Flourish Wealth Management and Wells Fargo in various capacities. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs a tailored investment approach using a mix of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Wade Scherer is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. He also operates an independent consulting activity selling products on Amazon. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Mai Her is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and is also involved with Comfort Health Care since 2012. 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 multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Tanya Myers is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. Tanya has also been involved with the University of Minnesota Landscape Arboretum. 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 a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Timothy Bruns is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2004. The firm serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various advisory programs that include portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. RBC Wealth Management combines in-house and third-party investment managers and integrates capital-markets capabilities, alternative investments, and lending services in its offerings.

Garrett Mcconnach is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Global Asset Management (U.S.) Inc. for seven years and RBC Capital Markets for over 16 years. He is based in Minneapolis, MN. 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 various wrap fee advisory programs and employs tailored investment strategies through a combination of in-house and third-party managers.

Samuel Garbow is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and with 25 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, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Atul Bhatia is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at RBC Capital Markets since 2020. His prior roles include positions at EFG Asset Management and EFG Capital Advisors Inc. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. 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 with customized portfolio management and integrated capital markets capabilities.

Kent Sipola is a Series 66-licensed financial advisor at RBC Capital Markets with 8 years of industry experience. He has been with RBC U.S. Wealth Management since 2015. RBC Wealth Management 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 customizable investment strategies and integrates both in-house and third-party managers to tailor portfolios according to clients’ risk profiles.

Catherine Shelehov is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise. Outside of finance, she has experience in the restaurant industry, including roles at Rib and Chop House and TEN restaurant. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, supported by a broad capital-markets platform.

Berit Thiede is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Global Asset Management and 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, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and features integrated capital markets and lending capabilities.

Joel Mullins 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 joined RBC Capital Markets in 2017 after four years at Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing services such as portfolio management, financial planning, and custody.