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.

Gregory Krampe is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Gregory has been with Merrill Lynch since 1999, bringing extensive experience in total wealth management by providing advice and guidance on multidimensional personal and business finances. His approach involves understanding the specific situations of his clients to establish objectives, develop appropriate strategies, and review progress toward achieving financial goals. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Gregory earned his undergraduate degree in Economics and Finance from the University of Indianapolis. Outside of his professional work, he lives in Mahtomedi with his wife and two children. He is involved in the community as a youth sports coach and enjoys running marathons, boating, and spending time with his family.

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.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Ameriprise from 2003 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc and OSAIC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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 credentials and possessing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lewis serves on the board of the IDTS Medical Foundation, a nonprofit organization supporting patients who cannot afford respiratory care. 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 and employs tailored investment strategies using both in-house and third-party managers.

Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fortis Investors, Inc. and Fortis for over 30 years. Outside of advisory work, he is involved in fixed insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a broad network of affiliated advisers and advisory platforms, offering integrated brokerage and advisory services with a focus on asset allocation and portfolio construction using a variety of investment products.

Patrick Zastrow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Financial Services since 1999 and with Primerica Advisors since 2018. Outside of advisory roles, he is involved part-time in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, with approximately $15.5 billion in assets under management.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Michael Haas is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 63 designation and 26 years of industry experience. He has worked at LPL Financial since 2014, with a brief period at Sii Investments from 2014 to 2018. Haas also owns a business entity for tax and investment purposes unrelated to advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a network of investment adviser representatives.

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.

Daniel Timmerman is a CFP®-credentialed financial advisor with Edward Jones in Hudson, WI, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he holds a non-voting ownership share in the Hudson Food Co-op, a local grocery cooperative. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated trust and lending services.

Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.