Lindsay Rasmussen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent in 2021, Rasmussen worked for Medtronic, Inc. from 2006 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under its WealthPlan program.

John Conlin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Conlin serves on the Northrop Advisory Board for the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Kalee Dawson is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017, following six years at Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Scott Ellingson is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also involved with Kingdom Pathways Laboratory and M Health Fairview. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm primarily uses model-driven investment strategies supported by third-party managers and platforms, focusing on individual rather than institutional clients.

Paul Joas is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a passive owner in healthcare-related businesses including Pursuant Health and Shape Memory Therapeutics, Inc., as well as a limited partner in a nonprofit venture capital entity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through in-house and third-party managers, featuring options for tax management, responsible investing, and integrated lending and brokerage services.

Kathryn Iverson is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked at Cetera and affiliated entities since 2021. Outside of her advisory role, she is employed as a food server at Grandview Lodge. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform.

Ryan Steele is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has been with Ameriprise since 2008, currently based in Plymouth, MN. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm delivers written Recommendation Reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team using research, modeling, and algorithmic tools.

Mark Josephs is a financial advisor with LPL Financial in Vadnais Heights, MN, holding a Series 66 designation and 17 years of industry experience. Before joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he teaches FINRA-approved retirement planning courses in the community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting through a network of investment adviser representatives, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Alexandra Mc Quade is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank N.A. from 2013 to 2024 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Cremin is a financial advisor with RBC Capital Markets in Minneapolis, MN. She holds the Series 66 designation and has 17 years of industry experience, including 18 years with RBC Wealth Management. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, pension plans, corporations, 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 and investment preferences.

Neil Bonneson Bruce is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Old National Bank, Associated Investment Services, Inc., CUNA Brokerage Services, Inc., CUNA Mutual Group, and Dougherty & Company LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Robyn Miller is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked for Ameriprise Financial Services, Inc. for 14 years before joining RBC Capital Markets in 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to clients’ advisory risk profiles and access to both in-house and third-party investment managers.

Brian Cleary is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2017, following a three-year tenure at Assetmark, Inc. 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 a range of advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers to implement portfolio strategies.

Troy Barta is a financial advisor with LPL Financial, holding CFP® and multiple securities licenses (Series 63, 65, 66) and having 30 years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with Cuna Mutual Group and Cuna Brokerage Services since 2004. 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 provides a range of financial planning, advisory programs, and retirement plan consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Casey Obrien is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has been affiliated with RBC Capital Markets since 2019 and participates in freelance speaking engagements focused on overcoming adversity. Additionally, he serves as an assistant football coach for a high school varsity team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored investment strategies and advisory programs combining in-house and third-party managers, with offerings that include portfolio management, financial planning, custody, and brokerage services.

Chad Murphy is a financial advisor with Ameriprise in North Oaks, MN, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Samuel Halverson is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with RBC Capital Markets in Minneapolis, MN, since 2013. Outside of his advisory role, he actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored advisory programs providing portfolio management, financial planning, custody, and brokerage services. The firm employs a variety of investment managers and strategies, offering customizable portfolio solutions and integrated capital markets capabilities.