Nathaniel Klauser is a CFP® and ChFC® with 11 years of experience in the financial industry, all of which have been spent at Edward Jones. He is based in New Brighton, MN. Outside of his advisory role, he is the owner of a rental property in Andover, MN. 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 and offers a range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Jingyu Xu is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, Xu worked at Flourish Wealth Management and Wells Fargo in various capacities. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs a tailored investment approach using a mix of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Roan O Leary is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked at K Capital Partners LLC and has held roles at various organizations including the Preservation Society of Newport County. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Wade Scherer is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. He also operates an independent consulting activity selling products on Amazon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Mai Her is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and is also involved with Comfort Health Care since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

Brent Voeller is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63, 65, and 66. He has 14 years of industry experience, including prior roles at Edward Jones and Manage Infinity. Outside of finance, he provides on-ice hockey training for youth players and offers consulting services for hockey tryouts, along with assisting individuals in job transitions through networking support. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolio options.

Keith Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at firms including VOYA Financial Advisors and Altitude Investment Management, and has been involved as an independent insurance agent focusing on fixed insurance product sales since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with options ranging from automated allocations to custom strategies.

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

Perry Long is a CFP® professional with 35 years of experience in the financial services industry. He currently works with LPL Financial and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation. Outside of his advisory role, Long is involved in divorce mediation services and works part-time as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and consulting services, combining model portfolios and research with discretionary and non-discretionary management options.

Greggory Dawson is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, following roles at FedEx, University of Missouri, Whitier Trust Company, and Quintons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Anderson is a financial advisor at Raymond James Financial Services Advisory, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 1999. Anderson also serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit organization based in Coon Rapids, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Elisa Schaum is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns and operates a fused glass art studio, creating glass fused pieces such as plates and bowls. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Tanya Myers is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. Her previous roles include positions at The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to each client’s risk profile.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Timothy Bruns is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2004. The firm serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various advisory programs that include portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. RBC Wealth Management combines in-house and third-party investment managers and integrates capital-markets capabilities, alternative investments, and lending services in its offerings.

Garrett Mcconnach is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Global Asset Management (U.S.) Inc. for seven years and RBC Capital Markets for over 16 years. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies through a combination of in-house and third-party managers.

Samuel Garbow is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and with 25 years of industry experience. He has been with RBC Capital Markets since 2008. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.