Michael Schuette is a financial advisor with RBC Capital Markets in Minneapolis, holding Series 63 and Series 65 credentials and 24 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, 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 clients’ risk profiles.

Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michelle Overbeek is a financial advisor at RBC Capital Markets with 23 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds a Series 66 designation. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers.

Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Kyle Rashad is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Bank of America, Merrill, and BMO Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Keapproth is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Chase Bank, Ameriprise Financial Services, and Fidelity prior to joining LPL Financial. Based in Brooklyn Center, MN, Keapproth is also associated with Connexus Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Thomas Delich is a financial advisor with OSAIC in New Brighton, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Royal Alliance Associates. Outside of advising, he serves as an elder at Constance Evangelical Free Church and is a board member for Beyond Our Door Global, a nonprofit supporting missions work in Haiti and Africa. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a variety of portfolio management options.

Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Raymond James Financial Services, Bremer, Wells Fargo, and Old National Bank. 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 broad range of financial planning, asset management, and institutional services delivered through a large network of investment adviser representatives.

Joseph Holden is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments and U.S. Bank. He has been with RBC Capital Markets since 2020. 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 various advisory programs and employs a tailored investment approach using a mix of in-house and third-party managers, with features such as tax management and responsible-investing options.

Zachary Polsfuss is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked in the automotive retail sector at Lexus of Wayzata. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Michael Kaiser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James since 2002 and also serves as a board member and president of the nonprofit Forest Lake Area Good Samaritans. 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, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs and partnerships to address various client needs.

Olivia Moore is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and with two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Voyage Wealth Architects, as well as positions at the University of Minnesota’s Carlson School of Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Daniel Alkhoury is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. Prior to joining RBC in 2022, he held roles at the University of Minnesota, Robert Half, H&R Block, and worked in education at institutions including William Carey University and Notre Dame University - Louaize Lebanon. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs.

Dexter Phillips is a financial advisor with LPL Financial in New Brighton, MN, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked for Osaic Wealth, Inc. and Financial Dimensions Group, Inc. for 20 years. Outside of his advisory work, Phillips is involved as a middle school sports coach. 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 portfolio management services, utilizing various investment strategies and advisor-support tools.

Meg Hastings is a financial advisor with Cetera in Minneapolis, MN, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 14 years before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

David Edelman is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of his advisory role, he is involved in various financial services activities including selling fixed life and disability insurance products and providing financial services to credit union members through multiple related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Rachel Repasky is a financial advisor at Ameriprise in Blaine, MN, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.