Katarzyna Nienaltowska is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nathaniel Klauser is a CFP® and ChFC® with 11 years of experience in the financial industry, all of which have been spent at Edward Jones. He is based in New Brighton, MN. Outside of his advisory role, he is the owner of a rental property in Andover, MN. 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 and offers a range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Jingyu Xu is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, Xu worked at Flourish Wealth Management and Wells Fargo in various capacities. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs a tailored investment approach using a mix of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Roan O Leary is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked at K Capital Partners LLC and has held roles at various organizations including the Preservation Society of Newport County. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Wade Scherer is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. He also operates an independent consulting activity selling products on Amazon. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Mai Her is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and is also involved with Comfort Health Care since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.

John Anderson is a financial advisor at Raymond James Financial Services Advisory, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 1999. Anderson also serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit organization based in Coon Rapids, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Elisa Schaum is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns and operates a fused glass art studio, creating glass fused pieces such as plates and bowls. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Tanya Myers is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. Her previous roles include positions at The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to each client’s risk profile.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Timothy Bruns is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2004. The firm serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various advisory programs that include portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. RBC Wealth Management combines in-house and third-party investment managers and integrates capital-markets capabilities, alternative investments, and lending services in its offerings.

Garrett Mcconnach is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Global Asset Management (U.S.) Inc. for seven years and RBC Capital Markets for over 16 years. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies through a combination of in-house and third-party managers.

Samuel Garbow is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and with 25 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Atul Bhatia is a CFA® charterholder with 15 years of experience in the financial industry, currently serving at RBC Capital Markets since 2020. His prior roles include positions at EFG Asset Management and EFG Capital Advisors Inc. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. 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 with customized portfolio management and integrated capital markets capabilities.

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.