John Catlin is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC since 2008. Outside of his advisory role, he actively manages rental properties and a homeowners association in Hastings, Minnesota. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management options.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Josef Minnich is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 18 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Golden Valley Little League. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Nicole Williams is a CFP® with 24 years of experience in the financial services industry. She has been with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2006 and also served at Financial Dimensions Group, Inc. from 2006 to 2024. Williams is President of True Wealth Partners LLC, through which she conducts her investment advisory business. She is also a licensed insurance agent and notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process incorporating portfolio optimization and risk management tools.

Michel Melendez is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 63 credentials and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014, with roles spanning over seven years at the firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to support its recommendations.

Samuel Quaintance is a financial advisor at RBC Capital Markets with a Series 66 designation. He has been with RBC Capital Markets since 2024. His prior work experience includes roles in education and business operations. 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 customized investment strategies and multiple advisory programs with discretionary and non-discretionary portfolio management options.

Kelsey Kocon is a financial advisor with LPL Financial in Lake Elmo, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2016, Kocon worked at Commonwealth Financial Network and Jack Buckley Financial. She is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various investment platforms and research tools.

Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Sara Martinucci is a Series 66-credentialed financial advisor with 18 years of experience, currently with RBC Capital Markets since 2008. She is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities and affiliated asset management resources.

Jill Gutzmer is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at multiple firms including Ameriprise Financial Services, Minnesota Life Insurance Company, and U.S. Bancorp Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of topics without implementation. The firm emphasizes holistic, goal-based planning and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Anna Maillet is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, with four years of industry experience. She holds a Series 66 designation and has previously worked at Harrison Financial Services and Creighton University, among other roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates quantitative and qualitative manager due diligence and may include ESG considerations in its investment approach.

Jacob Murphy is a CFP® professional with six years of industry experience. He currently works at OSAIC and previously spent six years at Northwestern Mutual and two years at Tennant Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and private-equity ownership.

Trevor Malone is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waypoint Wealth Group, Minnesota Life Insurance Company, and Ameriprise, among others. 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 multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

Christopher Klobe is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. 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 various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Clark is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2017, with prior experience at Wings Financial CU, CUNA Brokerage Services, Inc., and Wells Fargo Clearing. Outside of his financial advisory role, he also works as an independent contractor driver for a ride-sharing service. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers a broad selection of in-house and third-party investment options.

Long Bao is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having four years of industry experience. He has been with RBC Capital Markets since 2018 and previously worked at Bibuta and the University of Minnesota - Twin Cities. 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 range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, supported by the capital markets capabilities of RBC.

Charles Larson is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and joined RBC Capital Markets in 2026. Prior to his current role, he was involved with Your Boat Club and worked at Orono Public Schools. 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 multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Abagael Wills is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked at UnitedHealth Group and spent several years in education at Bemidji State University and Delano High School. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joan Brestel is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has previously worked at Cuna Brokerage Services Inc and has a concurrent role with TruStone Financial Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets across more than 22,800 advisors.