Brianne Roy is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked with firms including Somerby and Stifel prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Jana Holst is a financial advisor with Morgan Stanley in Rochester, MN, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning supported by firm-approved tools and a range of investment programs.

James Marquardt is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining RBC in 2025, he worked at Trimarq, LLC and Raymond James Financial Services, among other roles. Outside of his advisory work, he serves on the board of directors for the Dodge Center Housing and Redevelopment Authority and Grace Lutheran Church. RBC Wealth Management provides a range of advisory programs serving individual investors, institutional clients, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios with various options for rebalancing, tax management, and responsible investing.

Paul Kom is a financial advisor at Edward Jones in Rochester, MN with six years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Life and has experience in the hospitality sector with various restaurants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Justin Bidwell is a Series 66-registered financial advisor with LPL Financial in Rochester, MN, bringing 11 years of industry experience. His prior roles include six years with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies. Outside of his advisory work, he is involved with Take a Chance Enterprises LLC, a business entity for tax and investment purposes not related to his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and operational tools.

Christina Mielke is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2024, she spent 11 years at Land O'Lakes, Inc. She serves on the board of Senior Citizen Services Inc., a social and fitness facility for adults aged 18 and older. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Alexander Lair is a financial advisor with Ameriprise in Hayward, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Lair is involved in farming activities on Lair Farms. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support its advisory process while offering a broad range of financial and insurance solutions.

Steven Farrell is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating his own advisory entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment options.

Chelse Ehni is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at WSB, LLC for eight years, as well as ProEquities Inc and Full Circle Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

William Sloan is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 38 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is based in Rochester, MN. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning methods.

Catherine Olson is a financial advisor at Morgan Stanley in Rochester, MN, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in property ownership related to real estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Zenon Kuzyk is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank. Kuzyk serves on the board of the Rochester Community and Technical College Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Levi Befort is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. and various other entities. Outside of his advisory work, Befort has been involved in several business ventures, including co-ownership of Millennial Properties of MN LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Daniel Lowis is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Edward Jones, and various insurance agencies. Outside of advising, he has been involved with Navar Financial, a business entity associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Hannah Selness is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Haberman and Clutch. Outside of her advisory role, she serves as a committee member at First Lutheran Church in Red Wing, MN, where she reviews and provides feedback on the church budget. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and provides a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Donna Loeffler is a Series 66 licensed financial advisor with Edward Jones in Rochester, MN, where she has 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Hines is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has worked with Raymond James since 2024 and has a background in banking from his long-term role at Think Mutual Bank. Outside of his advisory work, Hines serves on the Finance Committee and Board of The Open Door Food Pantry, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized municipal advisory services and innovative employer plan consulting programs.

Lawrence Denny is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2011 and 2022. 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 strategies that incorporate both in-house and third-party investment managers, providing a range of portfolio management, financial planning, custody, and brokerage services.

Scott Carlson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Outside of his advisory role, he serves as Vice President at Revelation, a women’s boutique in Decorah, Iowa. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary methodologies developed by its Investment Strategy Group.

Kellie Eggert is a financial advisor with Primerica Advisors in Lewiston, MN, holding Series 63 and Series 65 credentials and having 22 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is a self-employed distributor for Young Living and Nature Sunshine, which are not investment-related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.