Thomas Starkey is a financial advisor with Equitable Advisors in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Starkey is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.

Catherine Shelehov is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Her career includes roles at Ameriprise and RBC Wealth Management. Outside of finance, she has worked in the restaurant industry and at Southern Methodist University. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs delivering portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Shannon Johnshoy is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2014 and is a co-owner of Constellation Holdings LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team that supports its financial advisors.

Berit Thiede is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Global Asset Management and RBC Capital Markets since 2011. 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and features integrated capital markets and lending capabilities.

Nathan Dwyer is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Voya Financial Advisors, Inc., LPL Financial, and Level Four Advisory Services LLC. He also serves as a non-producing registered representative at McFee Financial Group, where he focuses on financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management solutions and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Jessica Johnson is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 designation and six years of industry experience. Her background includes roles at Raymond James, PFK Financial Services Inc., Executive Public Accountants, and PaperChase Accounting. Outside of advising, she has worked in clerical and client service positions supporting small businesses and financial professionals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting program.

Nicolas Hartlage is a financial advisor with Cambridge Investment Research Advisors in Rogers, MN, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at FSC Securities Corporation and Financial Concepts, and he has also worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals and a variety of platform options.

Joel Mullins is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He joined RBC Capital Markets in 2017 after four years at Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing services such as portfolio management, financial planning, and custody.

William Hollway is a CFP® professional affiliated with OSAIC, based in Maple Grove, Minnesota, with 42 years of industry experience. He has been associated with Royal Alliance since 2012. Hollway is also the owner of First Signature Services, a securities marketing sole proprietorship. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party platforms to manage portfolios across multiple asset classes.

Brooks Staples is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Tiffany Hammer is a financial advisor with Morgan Stanley in Plymouth, MN, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and operates a rental cabin in Crosslake, California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and approved planning tools, serving clients through both direct and corporate agreements.

Timothy Valento is a CFP® professional with 36 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Valento holds a Series 63 license and serves as Vice President of Wealth Management as part of his role with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven solutions.

Diane Lang is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Freeby is a financial advisor at OSAIC with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC, he worked at RBC Capital Markets and has experience in insurance sales, including fixed and variable annuities as well as life and long-term care insurance. He is also involved with Delich Wealth Management, where he manages client portfolios and conducts financial planning. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Aaron Funk is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is involved in selling property and casualty insurance and provides pro bono financial planning support to individuals in the Minneapolis area. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.

Steven Russek is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has a diverse work history including roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Morrison II is a financial advisor at RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Grazzini Brothers & Company and Mortgage Solutions Financial. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.