Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.

Alexander Pruitt is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes nearly a decade at Securities America Advisors and Securities America, Inc., as well as over 12 years at Goff, Pruitt & Associates. Outside of advising, he is a consultant for Allcat and Alacrity Claims, assessing property damages, and is a part owner of Goal Kick Sporting Goods. OSAIC serves a broad client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated investment and advisory services, utilizing firm-provided tools and third-party platforms to manage diverse portfolios on discretionary or non-discretionary bases.

David Moe is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and with Primerica Advisors since 1993. Outside of his advisory role, he operates David R. Moe Tax Services, providing tax-related services since 1998, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a wrap-fee structure for its services.

Doreen Schmidt is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 21 years of industry experience. Her prior firms include Woodbury Financial Services and Questar Capital Corporation. Outside of advising, she owns a sole proprietorship that sells original artwork on Etsy. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Stephen Papineau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to LPL, he held roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024 and at Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Benjamin Swim is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2020 and previously worked at Ameriprise Financial Services, Inc. for nine years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and model providers.

Meredith Laurienzo is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She has previously worked at UBS Financial Services and City National Bank. Laurienzo volunteers with the Women's Foundation of Boston, assisting with event planning and awareness initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, employing both in-house and third-party managers, and provides integrated financial planning, custody, and brokerage services.

Augustus Bishop is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with eight years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Brian Macho is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. Based in Minneapolis, MN, he has worked with Thrivent Financial for Lutherans and its investment management division for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm combines goal-based planning with managed-account programs through a consolidated billing option, while maintaining separation between planning and portfolio management services.

Margaret Mayer is a financial advisor at RBC Capital Markets with eight years of industry experience. She has been with RBC Capital Markets since 2017 and previously worked at Pavilion Advisory Group / Jeffrey Slocum & Associates from 2014 to 2017. She holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Kathryn Akemann is a financial advisor at RBC Capital Markets in Minneapolis, MN, with three years of industry experience. She holds a Series 66 designation and previously worked at Harkraft, Inc. from 2019 to 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Katherine Zobro is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones in 2025, she worked for eight years at Mounds View Public Schools and four years at Roseville Area Public Schools. Outside of her advisory role, she is involved with BioLife Plasma Services as a plasma donor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Todd Utecht is a financial advisor with LPL Financial in Roseville, MN, holding CFP® and CFA® designations and possessing 24 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding roles with Cuna Brokerage Services, Inc. and Affinity Plus Federal Credit Union, where he serves as an advisor. Outside of his advisory work, he is also a business owner of a home-based company called Peiper Properties, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, including model portfolios and retirement plan consulting, supported by extensive research and various investment management approaches.

Grant Gherity is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. Grant holds a Series 66 designation and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Mark Tollander is a Certified Financial Planner (CFP®) with 39 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Shoreview, MN. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Alexander Aristides is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Optum and attended Saint Olaf College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating an ESG eligibility framework in its recommendations.

Bruce Wells is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a trustee for family trusts. 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 tailored investment strategies, utilizing both in-house and third-party managers, and provides a range of portfolio management and financial planning services.

Zachary Dickson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His career includes prior roles at Jackson National Life Distributors LLC and Brighthouse Financial. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Amy Rosivach is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Ameriprise in 2022, she worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary recommendations, supported by algorithmic automation and oversight committees.