Benjamin Swim is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2020 and previously worked at Ameriprise Financial Services, Inc. for nine years. 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 various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and model providers.

Meredith Laurienzo is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She has previously worked at UBS Financial Services and City National Bank. Laurienzo volunteers with the Women's Foundation of Boston, assisting with event planning and awareness initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, employing both in-house and third-party managers, and provides integrated financial planning, custody, and brokerage services.

Augustus Bishop is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with eight years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Margaret Mayer is a financial advisor at RBC Capital Markets with eight years of industry experience. She has been with RBC Capital Markets since 2017 and previously worked at Pavilion Advisory Group / Jeffrey Slocum & Associates from 2014 to 2017. She holds a Series 66 designation. 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 various wrap fee advisory programs and customizes strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Kathryn Akemann is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. She previously worked at Harkraft, Inc. and spent four years in full-time education before entering the financial sector. 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 wrap fee advisory programs, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of internal and third-party investment managers.

Grant Gherity is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. Grant holds a Series 66 designation and is based in Minneapolis, MN. 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 variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Zachary Dickson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes prior roles at Jackson National Life Distributors LLC and Brighthouse Financial. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Ryan Jex is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Thrivent Investment Management Inc and Thrivent Financial. 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 wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment managers.

Ava Patronas is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining RBC Capital Markets, she worked at Thrivent Asset Management and has additional experience with Allete, Inc. Outside the financial sector, she was involved with Chilly Billy's Frozen Yogurt. 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 multiple advisory programs with customized investment strategies implemented through a mix of in-house and third-party managers.

Louis Oswalt is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets Corporation since 1998. Outside of his advisory role, he serves as an usher for the Minnesota Twins Baseball Club and is President of the New Hope Lions Club. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jacob Geiermann is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Baker & Hostetler LLP and JD Legal Planning PLLC. 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 with tailored portfolio management solutions utilizing both in-house and third-party investment managers.

Dale Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the 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 a variety of advisory programs with customized portfolio management and financial planning services, leveraging a mix of in-house and third-party investment managers and a broad range of investment options.

Sean Naughton is a CFA® charterholder with 18 years of industry experience. He is currently with RBC Capital Markets in Minneapolis, where he has worked since 2017. Prior to that, he spent ten years at Piper Jaffray & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies through various advisory programs, utilizing both in-house and third-party managers.

Alec Wahlin is a CFP® certified financial advisor with RBC Capital Markets based in Minneapolis, MN. He has two years of industry experience and previously worked at Generation Group, Target, and Maplewood Toyota. Alec also has a background in education and the food service industry. 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 that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Vicki Johnson is a financial advisor with RBC Capital Markets in Minneapolis, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. 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 customizable investment strategies implemented through a combination of in-house and third-party managers.

David Wolfe is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2019. Prior to that, he was with Gradient Securities and Thrivent Financial. Wolfe serves as treasurer of the Minnesota Securities Dealers Association, a professional trade organization focused on ethics and business standards. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Cole Oliver is a CFP®-designated financial advisor with RBC Capital Markets in Minneapolis, MN, bringing three years of industry experience. His background includes roles at Orgel Wealth Management and Shillin Wealth Management, as well as entrepreneurial experience with Tiffany's Sports Lounge. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and provides access to alternative investments alongside tailored risk profiles and tax management options.

Kalee Dawson is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following six years at Ameriprise Financial Services. 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 various advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Paul Joas is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a passive owner in healthcare-related businesses including Pursuant Health and Shape Memory Therapeutics, Inc., as well as a limited partner in a nonprofit venture capital entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through in-house and third-party managers, featuring options for tax management, responsible investing, and integrated lending and brokerage services.

Elizabeth Cremin is a financial advisor with RBC Capital Markets in Minneapolis, MN. She holds the Series 66 designation and has 17 years of industry experience, including 18 years with RBC Wealth Management. RBC Wealth Management serves a diverse 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 each client's risk profile and investment preferences.