Joshua Rebholz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Capital Insight Partners LLC. He serves on the boards of several healthcare and nonprofit organizations, including the Courage Kenny Foundation and the MN Brain Injury Alliance, and is involved in organizing charitable golf events. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base with advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party managers to tailor investment strategies based on clients’ risk profiles and available options for tax management and responsible investing.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management 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 investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Ashton Beck is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and five years of industry experience. Prior to joining RBC Wealth Management in 2019, he worked at Wells Fargo Bank for one year and has experience in the food service industry at several establishments. RBC Wealth Management 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 investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Patrick Tinucci is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 27 years of industry experience. He has worked with RBC Capital Markets since 2008 and also serves at City National Bank since 2018. 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 wrap fee advisory programs and customizes strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent five years at Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Hudson Raidaire Booster Club, acting as treasurer. 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 various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, tailoring investment strategies to individual risk profiles through a blend of internal and external investment managers.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.

Gregory Lunak is a CFP® professional with 26 years of experience in the financial industry. He has worked at RBC Capital Markets since 2017 and previously spent 15 years at Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Stillwater, MN. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Gary Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Wells Fargo Clearing. Nelson also serves as power of attorney for a family member. 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 portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Rhett Neuman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009, following an eight-year tenure at City National Bank. Outside of his advisory work, he assists his son with managing a family LLC involved in investment property. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing a combination of in-house and third-party investment managers.

Conner Mars is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015, previously spending six years at City National Bank. 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 customizes investment strategies using both in-house and third-party managers, leveraging its capital-markets capabilities and affiliated asset managers.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Shawn Gray is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2013 and concurrently at The Northwestern Mutual Life Insurance Company since 1992. 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 variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Dean Johnson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he has served on the Investment Committee for Ronald McDonald House Charities in the Midwest, overseeing their charitable endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Benjamin Lewis is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has four years of industry experience. He previously worked at Tenet Corp and API Inc before joining RBC in 2022. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Joseph Romain is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. His prior work includes three years as a self-employed professional following eight years as a student. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Gabrielle Belisle is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Royal Bank of Canada Wealth Management, and other firms. She serves as Treasurer for Empower Survivors, a nonprofit organization. RBC Wealth Management serves a broad client base, including individuals, institutions, and charitable organizations, offering a range of advisory and portfolio management programs tailored to clients’ risk profiles and investment goals.

John Walsh is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has been with RBC Capital Markets since 2010. He also has a concurrent role at City National Bank beginning in 2019. 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 fee-based advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Russell Lewis III is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves on the Board of Directors for the IDTS Medical Foundation, which supports patients unable to afford respiratory care. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs to individual investors, institutions, and charitable organizations, tailoring strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

William Kohn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for a local youth team. 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 with tailored investment strategies, combining in-house and third-party managers and providing various portfolio management and financial planning services.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. 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 with tailored investment strategies and access to in-house and third-party managers.

Kyle Nielsen is a CFP® with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. 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 tailored investment strategies implemented through a combination of in-house and third-party managers.

Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. 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 with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.

Melissa Krupa is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Wealth Enhancement Advisory Services, LPL Financial, and Investment Centers of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering a variety of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and provides features such as tax management, rebalancing options, and responsible investing screens.

Mark Kranz is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. He serves on the board of directors for the Courage Kenny Foundation, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with tailored strategies, utilizing both in-house and third-party investment managers, and offers integrated services including portfolio management, financial planning, and custodial solutions.

Eric Stmartin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as an officer and board member for the Stillwater Area High School Hockey Boosters - Girls, where he manages budgeting and financial records. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers customizable advisory programs that integrate discretionary and non-discretionary portfolio management with access to both in-house and third-party investment managers.

Jeffrey Mars is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at City National Bank from 2019 to 2025. Outside of his advisory work, he has served as an assistant high school hockey coach. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Jill Brett is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at Securian Financial Services, CRI Securities, Winter And Associates, and Strong Capital Management. Outside of her advisory role, she has served in a polling capacity for Washington County, MN. RBC Wealth Management, a division of RBC Capital Markets, offers investment advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs tailored portfolio strategies using a combination of in-house and third-party managers and provides a range of advisory programs with various investment and administrative options.

Christian Utecht is a financial advisor at RBC Capital Markets in Stillwater, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Hartford Financial Services Group and Keyot 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 with customizable portfolio management and planning services, leveraging both in-house and third-party investment resources.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She 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 plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Susan Franklin is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Wells Fargo Clearing before joining RBC Capital Markets in 2018. Outside of her advisory role, she serves as a committee member on the Community Development Board for Northwest YMCA and is the treasurer of the Suburban Corvettes of Minnesota social 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 tailored investment strategies through multiple advisory programs that incorporate discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. 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 variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ryan Naatjes is a financial advisor with RBC Capital Markets based in Stillwater, MN. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Wells Fargo Investments, LLC from 2005 to 2011. 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 and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party investment managers.

Timothy Hansen is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2017. 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 offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and implemented through a mix of in-house and third-party managers.