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Ryan B

Series 66

Blaine, MN

LPL Financial

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advisory work, he is involved with Blanchard Realty LLC in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diverse strategies with research and technology solutions.

College savings (529s, UTMA, etc.)
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Nico S

Series 63, Series 65

Shoreview, MN

RBC Capital Markets

Nico Sacchetti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously at City National Bank. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas C

Series 63, Series 65

White Bear Lake, MN

Primerica Advisors

Thomas Clement is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments, Inc. since 2004. His outside activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than serving institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William R

Series 63, Series 66

Minneapolis, MN

RBC Capital Markets

William Ringham is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a council member for the America Endowment Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management services that integrate both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Lucas H

CFP®, Series 63

Rogers, MN

Ameriprise

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael R

Series 66

Minneapolis, MN

RBC Capital Markets

Michael Ribando is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having seven years of industry experience. His prior work includes roles at Principal Financial Group, Fastenal, and the University of Northern Iowa. 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 with tailored strategies implemented through a combination of in-house and third-party managers, along with various portfolio management options and integrated capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Ryan W

Series 66

Otsego, MN

Edward Jones

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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David S

Series 66

Minneapolis, MN

RBC Capital Markets

David Scharenbroich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent four years with All Star Trophy and Awards. Outside the industry, he works as a golf caddy on an independent contractor basis at Spring Hill Golf Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Isaac A

Series 66

Minneapolis, MN

RBC Capital Markets

Isaac Armitage is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bremer Financial Corporation and Bremer Insurance Agencies. Isaac’s background also includes roles at CHS, Inc. and Aston Carter, as well as positions related to golf organizations. 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 a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Pa V

Series 66

Minneapolis, MN

RBC Capital Markets

Pa Vue is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having two years of industry experience. Prior to joining RBC Capital Markets in 2021, Pa Vue worked at Rasmussen University and held positions at Tory Burch and Abercrombie and Fitch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, corporate, and charitable clients. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mark K

Series 63

Coon Rapids, MN

LPL Financial

Mark Kinney is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Fortis Investors, Inc. / Woodbury Financial for 26 years and was with OSAIC for one year. In addition to his advisory role, Kinney has been involved with Anoka Health & Life since 1986. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology-enhanced investment approaches.

College savings (529s, UTMA, etc.)
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Joel B

Series 66

Minneapolis, MN

Edward Jones

Joel Bierbach is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ic System Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a nationwide network of over 23,700 financial advisors.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Emma J

Series 66

Minneapolis, MN

RBC Capital Markets

Emma Johnson is a financial advisor with RBC Capital Markets holding a Series 66 designation. She has worked at RBC Capital Markets since 2024 and has prior experience at Pioneer Bank and various other firms in non-financial roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Solange K

Series 63, Series 65

Brooklyn Park, MN

Primerica Advisors

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Primerica Financial Services since 2006 and has been with Primerica Advisors since 2017. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tanner G

Series 66

New Brighton, MN

Ameriprise

Tanner Gosda is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, Tanner served as a Community of Missions Coordinator for the Fellowship of Catholic University Students (FOCUS), a nonprofit focused on Evangelical outreach on college campuses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to support its advisory process while offering a broad range of financial solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Eric A

Series 66

Minneapolis, MN

RBC Capital Markets

Eric Anderson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank since 2017. Outside of his advisory role, Anderson has served on the board of directors for the Children's Theatre Company and the MacPhail Center for Music. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm customizes strategies based on each client’s Advisory Risk Profile and leverages both in-house and third-party managers, providing access to a broad range of investment solutions and capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Matthew S

Series 66

Minneapolis, MN

RBC Capital Markets

Matthew Solnitzky is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at RBC Wealth Management since 2017, following a ten-year tenure at RBC Global Asset Management US Inc. 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 with tailored investment strategies implemented through both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Peggy R

Series 63, Series 66

Minneapolis, MN

RBC Capital Markets

Peggy Rokala is a financial advisor at RBC Capital Markets with 40 years of industry experience. She has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies using a combination of in-house and third-party managers, with options for tax management, rebalancing, and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Britton P

Series 66

Blaine, MN

Thrivent Investment Management

Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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Scott C

CFP®, Series 63

New Brighton, MN

Ameriprise

Scott Counihan is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Shoreview, MN. He has been with Ameriprise and its predecessor entities since 1990. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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