Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. 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 a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.

Glenn Stewart is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Pilar Oppedisano is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019 and was previously employed at General Mills from 2013 to 2019. Pilar holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

Briana Ardolf is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and Wells Fargo Advisors and has experience with the Brewery Running Series. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting delivered through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Bradley Melby is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 30 years. Outside of his advisory role, Melby is involved in consulting and organizational support for several business entities and holds the original story rights for an independent film production company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with its financial advisors.

Grant Gilmore is a Series 66-licensed financial advisor with LPL Financial, based in New Brighton, MN. He has two years of industry experience, including prior roles at OSAIC Wealth, Inc and Financial Dimensions Group. Gilmore’s background also includes work in education and contracting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Audree Ginsburg is a financial advisor at RBC Capital Markets with CFP® and Series 66 credentials and two years of industry experience. Prior to joining RBC, she has held positions at Rover and JPMorgan Chase & Co. She serves on the board of directors for Loring Collective, a nonprofit that supports queer creatives in the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs tailored to client risk profiles. The firm utilizes both in-house and third-party managers and provides integrated portfolio management, financial planning, and brokerage services.

Gavin Burns is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Hallett Financial, Bremer Bank, and Raymond James Financial Services Advisors Inc. Outside of his advisory role, he has advised clients at Bremer Bank. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Kevin Mc Neely is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining RBC in 2026, he worked at Ameriprise Financial Services, LLC and its affiliated entities from 2017 to 2026, and at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates in-house and third-party investment managers, with a wide range of options including tax management and responsible investing.

Thomas Becker is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2006 and also works at Data Recognition Corporation. Becker is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various investment programs.

Tracy Hanson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having 23 years of industry experience. She has been with RBC Capital Markets since 2012. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Patrick Sienko is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Joshua De Bilzan is a CFP® professional with 23 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2001 to 2020. He is based in White Bear Lake, MN, and holds a Series 66 license. Outside of his advisory role, he participates as a speaker at local schools and helps facilitate the Dave Ramsey Financial Peace University classes at Eagle Brook Church. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation overseen by a dedicated team, while emphasizing funds from affiliated firms.