Nicholas Olson is a financial advisor with RBC Capital Markets in Shoreview, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate, State Farm, Northwestern Mutual, and the University of Wisconsin River Falls. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutional entities, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jolene Moody is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at RBC Capital Markets from 2014 to 2023 and again starting in 2025, as well as positions at US Bank and the Metropolitan Council of the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Joshua Mattson is a CFP® and holds a Series 66 license with six years of experience at Edward Jones and a prior six years at Kerr Corporation. He is based in New Brighton, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jennifer Linder is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 14 years of industry experience. She has been with RBC Capital Markets since 2010. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Randall Thiel is a financial advisor with Cetera, holding a Series 63 designation and bringing 27 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and is also associated with Mill City Investments. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement diverse investment strategies under different program structures.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Renee Woodford is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, 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, supported by comprehensive portfolio management and financial planning services.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Laura Fischer is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. She has been with RBC Capital Markets since 2011. 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 advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Phillip Swann is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having one year of industry experience. His career includes roles at JPMorgan Chase Bank, Farmers Financial Solutions, Farmers Insurance, and New York Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dena Degroat is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Degroat serves as a board member for the Minnesota Planned Giving Council and Family Promise in Anoka County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Garrett Samb is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. Garrett has been with Ameriprise since 2016, initially with its affiliated entities and currently as an advisor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Heerey is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Halsted Knutson is a CFP® professional with 14 years of industry experience, currently affiliated with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and TIAA. Outside of financial advising, he owns a retail business, BS3, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Linette Carlson is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2008. Based in Minneapolis, MN, her career at a major institution spans nearly two decades. 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 and customizes investment strategies based on clients’ risk profiles using both in-house and third-party managers.

Amy Twombly is a financial advisor with Ameriprise in Little Canada, MN, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the Board of Directors for the Hill-Murray Mother's Club and works as an independent travel advisor for Fora Travel. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Pamela Johnstone is a Series 66 credentialed financial advisor with Edward Jones, based in White Bear Lake, MN. She has one year of experience in the financial industry, having joined Edward Jones in 2024 following a 15-year career with the White Bear Lake School District ISD #624. Pamela is also a co-owner of an ice cream and sandwich shop operated by her husband. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs and financial services under a fiduciary standard.

Darrin Treanor is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked for nine years at Freightquote.com by C.H. Robinson. RBC Wealth Management 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, and brokerage services, using a range of in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Kimberly Wefel is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked in public education for nearly a decade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tracy Veillette is a financial advisor with Cetera, holding CFP® certification along with Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors. In addition to her advisory role, she is an insurance agent selling fixed annuities and owns a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform supporting various investment strategies and program structures.