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.

Patricia Vega is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms including UBS Financial Services, Robert Baird & Co., and Wells Fargo Investments. Vega has been with Merrill Lynch Pierce Fenner & Smith since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dale Carlson is a financial advisor with LPL Financial who holds the Series 63 designation and has 32 years of industry experience. He previously worked at Investment Centers of America, Inc. and Lake Area Bank. Carlson also operates insurance agencies offering life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Todd Myers is a financial advisor with Primerica Advisors in Chanhassen, MN, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, Kensington International from 2014 to 2019, and ACCRA Home Care beginning in 2024. Outside of financial advising, he is the owner and sole proprietor of Midwest Talent Advisors LLC, an HR consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Woodbury Financial Services, Inc for 13 years and OSAIC for one year before joining LPL Financial in 2025. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment options and operational tools.

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.

Clayton St George is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and Fortis for over 30 years. Outside of his advisory role, he is involved in fixed insurance sales and co-owns a rental property with his wife. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization. The firm supports diverse client types including high-net-worth individuals, retirement plans, charities, and corporate clients.

Braden Dodds is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage for ten years. Dodds also operates an investment advisory LLC, Dodds Investment Solutions. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.

Matthew Adey is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at firms including PGIM Investments, Prudential Investment Management Services, and BlackRock Financial Management. Adey is currently based in St. Paul, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies, including Monte Carlo simulations and the use of secular return estimates.

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.

Jonathan Behnken is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial and its investment management subsidiary since 2002. Behnken serves as a board member for Good in the 'Hood, a nonprofit organization focused on meal provision and basic care services for underserved community members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing structure.

Richard Dunn is a CFP® with 23 years of experience in financial advising. He is currently affiliated with Cetera and has previously worked at firms including Avantax and Ameriprise. Dunn is also the principal financial planner and a member of Dunncreek Advisors LLC, and he serves as president of the White Bear Avenue Business Association, a nonprofit focused on community development projects in Saint Paul, Minnesota. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and access to third-party managers.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010, including time with its predecessor, Axa Advisors. Outside of his advisory role, Hargis is involved in several community organizations, serving on boards such as The Minnesota Network and Woodbury Young Life, and holding leadership roles including vice president of the Woodbury Lions Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors and third-party program sponsors, focusing on matching clients to suitable investment models and fiduciary services for qualified plans.

Dominique Jones is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Target Corporation for two years and has a background in education from the University of Cincinnati and Westland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary tools.

Laura Feintech is a Series 66 credentialed financial advisor with five years of industry experience, currently based in St. Paul, MN. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to her financial advisory career, she spent 14 years with the U.S. Department of State. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Timothy Valento is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with LPL Financial. He has held roles at Financial Dimensions Group, Inc. for 23 years and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 33 years. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors and technology tools for operational and research support.

Michelle Griffin is a CFP® professional with five years of industry experience. She is currently with Ameriprise and previously worked at Northwestern Mutual Wealth Management Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

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.