Heidi Johnson is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 20 years of industry experience. She holds a Series 66 credential and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is an active owner of a rental property. 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 portfolio management and financial planning services through a variety of advisory programs utilizing both in-house and third-party investment managers.

Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.

Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Rebecca Lindholm is a financial advisor at RBC Capital Markets with seven years of industry experience and holds a Series 66 designation. Prior to her advisory role, she worked at Woolleys Steakhouse for one year from 2017 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's Advisory Risk Profile.

Jack Wellen is a financial advisor at RBC Capital Markets based in Minneapolis, MN. He holds a Series 66 designation and has experience at Ameriprise and RBC Wealth Management. Outside of finance, he has worked at golf clubs including Bunker Hills Golf Club and Victory Links Golf Course. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with personalized portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Brian Bowen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2022. Brian operates a sole proprietorship selling life and fixed insurance products alongside his advisory role. OSAIC serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor with Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he worked at Mainsail Medical. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Cassandra Corbin is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Corbin is also involved in investment advisory businesses, including a significant ownership interest in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations for its clients.

Katherine Flood is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior roles include four years at Ameriprise and various positions in education and family employment. She is also involved with Royal Ideas LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Allen Steppa is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he provides notary services to clients on a volunteer basis. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and provides a range of financial planning and consulting services.

David Richter is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously was with City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with personalized strategies and access to in-house and third-party investment managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Alexander Armbruster is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following roles at Bank of America and Merrill from 2015 to 2018. Based in Minneapolis, MN, he is part of a large team of advisors within the firm. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile with access to both in-house and third-party investment managers.

Charles Williams is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for fourteen years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers.

Alexander Malm is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at RBC Global Asset Management (US) Inc. and RBC Capital Markets since 2019. Prior to his advisory roles, he was employed at US Bank via Robert Half temp agency and attended Gustavus Adolphus College. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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, custody, and brokerage services tailored to clients’ risk profiles.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Andrea Lentz is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2010. Outside of her advisory role, she has experience as a homemaker since 2004. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and maintains ownership in Financial Consulting Services, Inc. since 2012. His prior experience includes roles at Harbour Investments and National Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various strategies, including proprietary model portfolios and third-party management.