Tiffany Castor is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and has held various roles in both financial services and other sectors, including positions at Pawn America and Anoka Technical College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Amy Royse is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 15 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2014. 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 based on each client’s risk profile and utilizing both in-house and third-party investment managers.

Daniel Stark is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has been with RBC Wealth Management since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using both in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Conor Mullan is a financial advisor at RBC Capital Markets in Minneapolis, Minnesota, holding a Series 66 designation with seven years of industry experience. He has been with RBC Capital Markets, LLC since 2016. 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 various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Gideon Ngobi is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and was previously involved with the Hope Institute of Uganda for 12 years. Outside of his advisory role, he has experience managing rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics, with services that can be combined with managed accounts under a consolidated billing option called “WealthPlan.”