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Jaime S
CFP®, Series 66
Minneapolis, MN
RBC Capital Markets
Jaime Sahlstrom is a CFP® professional with 22 years of experience in the financial services industry. He is currently with RBC Capital Markets and has previously worked at City National Bank, Morgan Stanley, U.S. Bancorp Investments, and Thrivent Investment Management. Outside of his advisory role, Jaime teaches aerobics several hours each month. 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 and tailors investment strategies using both in-house and third-party managers.
Lacie M
Series 66
Minneapolis, MN
RBC Capital Markets
Lacie Matthews is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and JPMorgan Securities LLC. Outside of finance, Matthews serves on the Board of Directors for Planned Parenthood North Central States and works as a shift lead at Venn Brewing Company. 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 with tailored investment strategies implemented through a mix of in-house and third-party managers.
Robert D
Series 66
Minneapolis, MN
RBC Capital Markets
Robert Daly Jr. is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2019, following seven years at U.S. Bancorp Investments. Daly also has a background in managing the University Club of Saint Paul. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.
Michael D
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Michael Dickson is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, with prior experience at City National Bank. Outside of his advisory role, Dickson is an active owner of a clothing line, Negaunee Ware, and serves as treasurer and board member of the Minnesota Neonatology 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 a range of advisory programs that provide customized portfolio management and planning services, utilizing both in-house and third-party investment managers.
Lisa D
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Lisa Dupree is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 with tailored strategies based on each client’s risk profile, utilizing a mix of in-house and third-party investment managers.
Tylar L
Series 66
Minneapolis, MN
RBC Capital Markets
Tylar Lunke is a financial advisor with RBC Capital Markets based in Minneapolis, MN. He holds a Series 66 designation and has 19 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering tailored advisory programs and a combination of in-house and third-party investment management solutions. The firm’s capabilities include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Jason D
CFA®, Series 63
Minneapolis, MN
RBC Capital Markets
Jason Deleeuw is a CFA® charterholder with 18 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2020. Prior to that, he was with Piper Jaffray & Co. from 2014 to 2020 and Rice Park Capital Management in 2020. 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 various advisory programs with customizable portfolio management and integrates strategies from both in-house and third-party managers.
Andrew F
Series 66
Minneapolis, MN
RBC Capital Markets
Andrew Forde is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Wealth Management since 2007. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and planning services, utilizing a combination of in-house and third-party investment managers.
James K
CFP®, Series 66
Minneapolis, MN
RBC Capital Markets
James Kirk is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding CFP® and Series 66 designations with 21 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and US Bank for ten years before joining RBC Capital Markets and City National Bank in 2025. 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 wrap fee advisory programs and customizes investment strategies using a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Daniel C
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Daniel Chladek is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Augsburg University, Roanoke Railyard Dawgs, and Abodie Construction Company. 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 wrap fee advisory programs and implements customized portfolios through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning, custody, and brokerage services.
John C
Series 66
Minneapolis, MN
RBC Capital Markets
John Catlin is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is actively involved in managing rental properties and a homeowners association. 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 with customized portfolio management and integrates both in-house and third-party investment managers to tailor strategies based on client risk profiles.
Samuel Q
Series 66
Minneapolis, MN
RBC Capital Markets
Samuel Quaintance is a financial advisor at RBC Capital Markets with a Series 66 designation. He has been with RBC Capital Markets since 2024. His prior work experience includes roles in education and business operations. 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 customized investment strategies and multiple advisory programs with discretionary and non-discretionary portfolio management options.
Sara M
Series 66
Minneapolis, MN
RBC Capital Markets
Sara Martinucci is a Series 66-credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets since 2008. She is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 and employs tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities and affiliated asset management resources.
Trevor M
Series 66
Minneapolis, MN
RBC Capital Markets
Trevor Malone is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waypoint Wealth Group, Minnesota Life Insurance Company, and Ameriprise, among others. 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 tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.
Christopher K
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Christopher Klobe is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. 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 various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Michael C
Series 63, Series 66
Minneapolis, MN
RBC Capital Markets
Michael Clark is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Advisors and CUNA Brokerage Services. Outside of his advisory role, he works as an independent contractor driver for a ride-sharing service. 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 wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers.
Long B
Series 66
Minneapolis, MN
RBC Capital Markets
Long Bao is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having four years of industry experience. He has been with RBC Capital Markets since 2018 and previously worked at Bibuta and the University of Minnesota - Twin Cities. 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 with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by the capital markets capabilities of RBC.
Charles L
Series 66
Minneapolis, MN
RBC Capital Markets
Charles Larson is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and joined RBC Capital Markets in 2026. Prior to his current role, he was involved with Your Boat Club and worked at Orono Public Schools. 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 multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
Theresa A
Series 63, Series 65
Minneapolis, MN
RBC Capital Markets
Theresa Alewine is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with RBC Capital Markets since 2008 and with RBC Global Asset Management (U.S.) Inc. since 2010. Alewine serves on the board of the nonprofit theater company Theater Latte Da and is treasurer of the Lakeview Place Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services, implementing investment strategies through a mix of in-house and third-party managers.
Emmanuel D
Series 66
Minneapolis, MN
RBC Capital Markets
Emmanuel Dickson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining RBC in 2023, he worked at Global Mamas and Fidelity Bank Ghana Limited. 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 variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.
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