Steven Tix is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Thrivent, he operated Blue Sky Guy Handyman Service, LLC for three years and managed Travel Tags for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across multiple areas without discretionary trading authority. The firm offers these services as one-time or ongoing engagements, with options to integrate planning and managed-account programs under a consolidated billing arrangement.

Rosanne Kelly is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2018, with prior roles at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

William Boehm is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 65 designations. Boehm serves on the Board of Directors for the Minneapolis Downtown Council, participating in monthly meetings to contribute to community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Joseph Young is a Series 66-licensed financial advisor with RBC Capital Markets in Minneapolis, MN, where he has worked since 2007. He has 17 years of industry experience. 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 various advisory programs and tailors investment strategies using both in-house and third-party managers, with a wide range of portfolio management and financial planning services.

Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Daniel Brooks is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank from 2019 to 2025. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Keith Maahs is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for six years and has been active as a licensed real estate agent with Coldwell Banker since 1981. In addition to his advisory role, he is involved in life insurance sales and real estate transactions. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Ryan Zywotko is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously held roles at Caissa Wealth Strategies, Orgel Wealth Management, Foremost Capital Management, and operated as a self-employed advisor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and incorporates ESG frameworks where applicable.

Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked with various Wells Fargo entities since 2018. Prior to his advisory career, he was a full-time college student at the University of St. Thomas and held a position at White Eagle Golf Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael O'Brien is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. He holds the Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Luke Opsahl is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party and proprietary strategies.

Colin Ahern is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Hasenberg Financial Group and JF Ahern Co. From 2019 to 2021, he was involved with The First Tee of Southeast Wisconsin. 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 with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at Free People and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Philip D'entremont is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018, following three years at Two Harbors Investment Corp. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Susan Nelson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 13 years of industry experience. She has been with RBC Capital Markets since 2006. Outside of her advisory role, she works occasionally as a receptionist at a local salon and beauty bar. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Dunsworth is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1998. Outside of her advisory role, she is president, secretary, and treasurer of a family-owned LLC related to real estate in Minong, Wisconsin, though she currently holds no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Adam Cachero is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks, with implementation supported by affiliated investment-management entities.