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Justin B

Series 66

Wayzata, MN

RBC Capital Markets

Justin Baker is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and over 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Outside of his advisory role, he serves as a coach and board member for the North Branch Wrestling Association, 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 offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael T

Series 66

Wayzata, MN

RBC Capital Markets

Michael Thorn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and with 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. Outside of his advisory role, he coaches youth wrestling through community education programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, 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 and utilizing a range of investment managers and programs.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brandon H

Series 66

Wayzata, MN

RBC Capital Markets

Brandon Howe is a Series 66-licensed financial advisor with RBC Capital Markets in Wayzata, MN, and has 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his financial advisory work, Howe serves as a trustee for the Mound Cemetery Association, is on the board of the Orono Softball Association, and will serve on the board of the Mound Cemetery Heritage Foundation. 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 various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kristin W

Series 66

Wayzata, MN

RBC Capital Markets

Kristin Wolfe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and four years of industry experience. She has been with RBC Capital Markets since 2018 and previously held positions at The University of Wisconsin-Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Dana G

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Dana Granberry is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and accumulating 22 years of industry experience. Prior to joining RBC in 2026, Dana worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and utilizes both in-house and third-party managers to implement portfolios with features such as tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jeffrey B

Series 66

Wayzata, MN

RBC Capital Markets

Jeffrey Belstler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. 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 investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Stacy H

Series 63, Series 66

Wayzata, MN

RBC Capital Markets

Stacy Hinkemeyer is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining RBC in 2024, she worked at Morgan Stanley for 11 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mitchell O

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Mitchell O'Brien is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fiat Wealth Management and Crystal Distribution Inc. Outside of his advisory work, he volunteers as a hockey coach for the Minnesota Lakers AAA Hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies delivered through a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Anita L

CFP®, Series 65, Series 66

Wayzata, MN

RBC Capital Markets

Anita Licari is a Certified Financial Planner® with 25 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. She serves on the Board of Directors for First Witness, a child advocacy organization, and the Kitchi Gammi Club, a private food and beverage club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that incorporate discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Timothy F

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Timothy Farley is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience at City National Bank from 2017 to the present. Outside of his advisory role, he is a partner in a real estate company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored strategies using a mix of in-house and third-party investment managers and provides integrated capital markets capabilities and alternative investment options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ryan L

Series 66

Wayzata, MN

RBC Capital Markets

Ryan Lynch is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined the firm in 2024 and has previous experience in various roles outside of the financial industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customizable investment advisory programs. The firm utilizes a combination of in-house and third-party managers to implement portfolios tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Keeley C

Series 66

Wayzata, MN

RBC Capital Markets

Keeley Christoff is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2010, with a brief tenure at BMO Wealth Management from 2018 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, alongside capabilities in portfolio management, financial planning, and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Allison N

Series 66

Wayzata, MN

RBC Capital Markets

Allison Nelson is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of her advisory role, she volunteers as a member of the Endowment Fund at St. Bartholomew Catholic Church & School in Wayzata, MN, where her children attend school, and occasionally serves as a substitute choir member during Mass services. 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 range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside notable capital markets and integrated lending capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jack T

Series 66

Wayzata, MN

RBC Capital Markets

Jack Tannahill is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Alerus Financial and Kings Walk Golf Course. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tyanna G

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Tyanna Graner is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with RBC Capital Markets since 2016, following a brief tenure at Wells Fargo Clearing the same year. 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 with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Raj B

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Raj Bhattacharya is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment goals.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ronda Z

Series 63, Series 66

Wayzata, MN

RBC Capital Markets

Ronda Zattera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. Her career includes multiple tenures at RBC Capital Markets starting in 2015, with a one-year period at LPL Financial in 2021. 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 and tailors investment strategies using both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Joseph P

Series 63, Series 65

Wayzata, MN

RBC Capital Markets

Joseph Piche is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. 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 with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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