David Scharenbroich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent four years with All Star Trophy and Awards. Outside the industry, he works as a golf caddy on an independent contractor basis at Spring Hill Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Isaac Armitage is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bremer Financial Corporation and Bremer Insurance Agencies. Isaac’s background also includes roles at CHS, Inc. and Aston Carter, as well as positions related to golf organizations. 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 a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Pa Vue is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having two years of industry experience. Prior to joining RBC Capital Markets in 2021, Pa Vue worked at Rasmussen University and held positions at Tory Burch and Abercrombie and Fitch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, corporate, and charitable clients. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Mark Kinney is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Fortis Investors, Inc. / Woodbury Financial for 26 years and was with OSAIC for one year. In addition to his advisory role, Kinney has been involved with Anoka Health & Life since 1986. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology-enhanced investment approaches.

Joel Bierbach is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ic System Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a nationwide network of over 23,700 financial advisors.

Emma Johnson is a financial advisor with RBC Capital Markets holding a Series 66 designation. She has worked at RBC Capital Markets since 2024 and has prior experience at Pioneer Bank and various other firms in non-financial roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Primerica Financial Services since 2006 and has been with Primerica Advisors since 2017. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Tanner Gosda is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, Tanner served as a Community of Missions Coordinator for the Fellowship of Catholic University Students (FOCUS), a nonprofit focused on Evangelical outreach on college campuses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to support its advisory process while offering a broad range of financial solutions.

Eric Anderson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank since 2017. Outside of his advisory role, Anderson has served on the board of directors for the Children's Theatre Company and the MacPhail Center for Music. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm customizes strategies based on each client’s Advisory Risk Profile and leverages both in-house and third-party managers, providing access to a broad range of investment solutions and capital-markets capabilities.

Jacob Sanyi is a financial advisor with Wells Fargo Clearing in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes multiple roles at Wells Fargo entities since 2012 and several years at CJS Community Services Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, supported by extensive research and analytics.

Matthew Solnitzky is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2017, following a ten-year tenure at RBC Global Asset Management US Inc. 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 investment strategies implemented through both in-house and third-party managers.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 and investment solutions through a nationwide network of financial advisors.

Peggy Rokala is a financial advisor at RBC Capital Markets with 40 years of industry experience. She has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies using a combination of in-house and third-party managers, with options for tax management, rebalancing, and responsible investing.

Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Daniel Niemeyer is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Gallagher Financial Services, Commonwealth Financial Network, Johnson and Stern Tax Solutions, and LendSmart Mortgage. Outside of advising, he also works as a tax preparer and a loan officer assisting clients with home financing. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a broad range of investment options.

Keith Richardson is a Series 63 licensed financial advisor with 28 years of industry experience. He has worked with Primerica Financial Services since 1999 and PFS Investments Inc. since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Scott Counihan is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Shoreview, MN. He has been with Ameriprise and its predecessor entities since 1990. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Kristin Wolf is a CFP®-certified financial advisor with 41 years of industry experience, currently with Ameriprise in St. Paul, MN. She has been with Ameriprise and its predecessor firms since 1982. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, primarily focusing on assets held in Ameriprise-managed accounts.

Matthew Guyer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and is also a partner at CarlsonSV, LLP, where he manages the Golden Valley, Minnesota office providing tax planning, preparation, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Drew Dehnicke is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. He is also involved in insurance services as an agent and operates a financial services business focused on advising clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, managing over $256 billion in assets.