Bryan Mcmullen is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2015. 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 a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Matthew Moore is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at SGM-FX and Paragon Trading Partners, as well as self-employment in financial trading activities. 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 tailored to clients’ risk profiles, with portfolio management services delivered through both in-house and third-party providers.

Christopher Sieg is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Eric Kajer is a CFP® with 28 years of experience, currently affiliated with OSAIC and Financial Dimensions Group, Inc., where he has worked since 2005. His background includes providing investment advice and selling fixed insurance products, such as life, disability, and long-term care insurance. Kajer also holds a power of attorney for his mother and is involved in managing a personal real estate investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with access to third-party money managers, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes.

Elliott Retelle is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of his advisory role, Retelle is active in youth sports as the owner and coach of Saint Paul Woodchoppers, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Connor Luetke is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients with substantial assets managed within Ameriprise.

Gregory Schraufnagel is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is involved as contract labor representing manufacturers of industrial hose products and is a co-owner of Schraufnagel Bros. LLC, which manages family-owned wooded land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning engagements on a one-time or ongoing basis with a separation between planning and managed-account programs.

Daniel Grassman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation in its planning process.

Jaime Sahlstrom is a CFP® professional with 21 years of industry experience, currently affiliated with RBC Capital Markets in Minneapolis, MN. Jaime has worked at RBC Capital Markets since 2016 and at City National Bank since 2021. Outside of finance, Jaime teaches aerobics classes through the Corporate Fitness Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies, combining in-house and third-party managers to meet client goals.

Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.

Paul Demro is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2012. Outside of his advisory role, Demro volunteers as a firefighter and serves as vice president and board member of the Ham Lake Firefighters Relief Association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Linda Hensel is a financial advisor at Thrivent Investment Management with a Series 66 designation and two years of industry experience. Prior to joining Thrivent, she worked at Hy-Vee and managed family business activities. She serves on the board of You're Not Alone, a nonprofit that partners with local schools to bring volunteer therapy dog teams into educational settings to support mental health and wellness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing system called WealthPlan.

Lacie Matthews is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and JPMorgan Securities LLC. Outside of finance, Matthews serves on the Board of Directors for Planned Parenthood North Central States and works as a shift lead at Venn Brewing Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Benjamin Wedell is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is involved in agricultural product ownership and operates as a health insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, and estate matters. The firm’s approach combines goal-based analyses and planning with managed-account programs, while maintaining a separation between planning services and portfolio management.

Steven Bullert is a CFP® professional with 30 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for nine years. In addition to his advisory work, he provides seasonal tax preparation services and offers life insurance, long-term care insurance, and fixed annuities through First Resource Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts, offering a variety of investment options and third-party managed-account solutions.

Robert Daly Jr. is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2019, following seven years at U.S. Bancorp Investments. Daly also has a background in managing the University Club of Saint Paul. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.

Michael Dickson is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, with prior experience at City National Bank. Outside of his advisory role, Dickson is an active owner of a clothing line, Negaunee Ware, and serves as treasurer and board member of the Minnesota Neonatology 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 a range of advisory programs that provide customized portfolio management and planning services, utilizing both in-house and third-party investment managers.

Travis Amiot is a CFP® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He serves on the Board of Directors for St Croix Catholic School in Stillwater, MN. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Gregg is a CFP® professional affiliated with LPL Financial in Golden Valley, MN, with eight years of industry experience. He has been with LPL Financial since 2018 and has also operated as a self-employed advisor since 2011. Outside of advisory work, he serves as a notary and is involved with Team Gregg, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.