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.

Sean Mulchrone is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing a range of in-house and third-party investment managers.

Dale Carlson is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 63 designation and 32 years of industry experience. He has worked with LPL Financial since 2017 and previously spent time at Investment Centers of America, Inc. and Lake Area Bank. Carlson is also involved in insurance agency activities related to life, disability, and long-term care coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Timmons is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services for 15 years and has served as an ice hockey referee and coach since 2009. Outside of his advisory role, he is involved in youth hockey development as the owner and lead instructor of Minnesota Mosquitoes AAA Hockey. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios with options for discretionary or non-discretionary management.

Awilda Diaz is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc for 16 years before joining Financial Dimensions Group where she also serves part-time as an RA-Delegate. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managed on either a discretionary or non-discretionary basis.

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.

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.

Abebi Stafford is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2015 and is also affiliated with the Metropolitan Center for Independent Living. Outside of her advisory role, she performs piano and organ music. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that include written recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendations, primarily for clients with significant investable assets managed through Ameriprise.

Fred Lawless II is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services and its affiliated entities since 2005. Outside of his advisory role, he owns LCBO, LLC, a business related to managing his Ameriprise practice. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver customized, non-discretionary retirement income recommendations through a centralized consulting team.

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.

Braden Dodds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and one year of industry experience. He has prior experience at Wells Fargo Home Mortgage, where he worked for ten years. Dodds operates an investment advisory LLC, Dodds Investment Solutions, using Osaic as the broker-dealer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset allocation tools and offering access to third-party money managers and wrap programs.

Christopher Pankratz is a CFP® with 38 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has worked at Financial Dimensions Group, Inc. for 23 years and has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years. In addition to his advisory role, he owns a sole proprietorship providing life and long-term care insurance services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm uses various tools for portfolio construction and supports multiple advisory platforms and third-party managed account solutions.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Cali Roane is a financial advisor with LPL Financial in Shoreview, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL, Roane has worked with Preferred Resource Group and Thomson Reuters. Outside of advisory work, Roane is involved in retail sales at Indian Hills Golf Course and serves as a sales associate for ticket sales with Independent School District 622. 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, model portfolios, and specialized programs for institutional and individual clients.

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.

Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Starkey is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Valento is a CFP® professional with 36 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Valento holds a Series 63 license and serves as Vice President of Wealth Management as part of his role with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven solutions.

Benjamin Freeby is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC, he worked at RBC Capital Markets and has experience in insurance sales, including fixed and variable annuities as well as life and long-term care insurance. He is also involved with Delich Wealth Management, where he manages client portfolios and conducts financial planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.