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Leland G

Series 66

Minneapolis, MN

RBC Capital Markets

Leland Gonzales is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience, including prior roles at Ameriprise, Commonwealth Financial Network, and Allianz Life Financial Services. Outside of his advisory work, he is employed in hospitality roles at several local establishments, including a distillery and restaurants. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mark M

Series 63, Series 66

Minneapolis, MN

RBC Capital Markets

Mark Mc Kinney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, Mc Kinney serves as an independent contractor participating on FINRA arbitration boards. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Patrick L

Series 66

Andover, MN

Edward Jones

Patrick Leary is a financial advisor with Edward Jones in Andover, MN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at 3M/Neogen for three years and Aerotek for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans
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Abby M

CFP®, Series 66

Blaine, MN

Edward Jones

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Liquidity event planning Wealth management Retired Founder/Business Owner Executive
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David M

Series 63

New Brighton, MN

Cetera

David Murdock is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is involved in insurance sales and holds positions with related financial services businesses including The Servion Group and Mill City Investments. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary services, providing access to model portfolios, third-party managers, and custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael B

Series 63, Series 65

Minneapolis, MN

Cetera

Michael Braddy is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked with Cetera and affiliated entities since 2016 and previously at Berthel Fisher & Company Financial Services, Inc. He co-hosts a weekly financial radio show titled "Money Matters with Al and Mike." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John N

Series 63, Series 65

Minneapolis, MN

RBC Capital Markets

John Nikolou is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for the Roseville Ice Arena, providing guidance to advance player development within the hockey association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Bradley K

Series 63

Vadnais Heights, MN

Cetera

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian D

Series 63

White Bear Lake, MN

Primerica Advisors

Brian Domagalski 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 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Douglas B

Series 63, Series 65

Forest Lake, MN

OSAIC

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel P

Series 66

White Bear Lake, MN

Edward Jones

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 to 2017. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Taylor J

Series 63, Series 65

Minneapolis, MN

RBC Capital Markets

Taylor Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Royal Bank of Canada since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas R

Series 63

Saint Paul, MN

Cetera

Thomas Riester is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at OnTrac Financial since 1990 and Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he owns and operates a fixed insurance business covering life, health, disability, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Isaac B

Series 63, Series 66

Spring Lake Park, MN

Cetera

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew T

Series 66

Minneapolis, MN

RBC Capital Markets

Matthew Tonsager is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 16 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2011. Outside of his advisory role, he is a co-owner of Gullton, LLC, a carpentry and woodworking business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable investors. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for personalized portfolio management and financial planning.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ryan B

Series 66

Blaine, MN

LPL Financial

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advisory work, he is involved with Blanchard Realty LLC in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diverse strategies with research and technology solutions.

College savings (529s, UTMA, etc.)
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Nico S

Series 63, Series 65

Shoreview, MN

RBC Capital Markets

Nico Sacchetti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas C

Series 63, Series 65

White Bear Lake, MN

Primerica Advisors

Thomas Clement is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments, Inc. since 2004. His outside activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than serving institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William R

Series 63, Series 66

Minneapolis, MN

RBC Capital Markets

William Ringham is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a council member for the America Endowment Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that integrate both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Michael R

Series 66

Minneapolis, MN

RBC Capital Markets

Michael Ribando is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having seven years of industry experience. His prior work includes roles at Principal Financial Group, Fastenal, and the University of Northern Iowa. 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 with tailored strategies implemented through a combination of in-house and third-party managers, along with various portfolio management options and integrated capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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