Robyn Miller is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked for Ameriprise Financial Services, Inc. for 14 years before joining RBC Capital Markets in 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to clients’ advisory risk profiles and access to both in-house and third-party investment managers.

Brian Cleary is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2017, following a three-year tenure at Assetmark, Inc. 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 a range of advisory programs tailored to clients' risk profiles, utilizing both in-house and third-party investment managers to implement portfolio strategies.

Troy Barta is a financial advisor with LPL Financial, holding CFP® and multiple securities licenses (Series 63, 65, 66) and having 30 years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with Cuna Mutual Group and Cuna Brokerage Services since 2004. 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 provides a range of financial planning, advisory programs, and retirement plan consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Casey Obrien is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. He has been affiliated with RBC Capital Markets since 2019 and participates in freelance speaking engagements focused on overcoming adversity. Additionally, he serves as an assistant football coach for a high school varsity team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored investment strategies and advisory programs combining in-house and third-party managers, with offerings that include portfolio management, financial planning, custody, and brokerage services.

Chad Murphy is a financial advisor with Ameriprise in North Oaks, MN, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Adriano Batista is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with OSAIC since 2012. Outside of his advisory role, he owns Soaring Eagles Wealth Management, a firm focused on retirement analysis, investment reviews, and consulting. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of financial advisers, utilizing advanced asset-allocation tools and offering a broad range of investment options and third-party management solutions.

Samuel Halverson is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with RBC Capital Markets in Minneapolis, MN, since 2013. Outside of his advisory role, he actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored advisory programs providing portfolio management, financial planning, custody, and brokerage services. The firm employs a variety of investment managers and strategies, offering customizable portfolio solutions and integrated capital markets capabilities.

Kotchi Prosper is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2022 and also maintains a long-term affiliation with Cuna Brokerage Services, Inc. since 2008. Prosper serves as a director at Affinity Plus Federal Credit Union. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Luke Johansen is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies and a range of portfolio management and financial planning services.

Nathaniel Hoch is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank and U.S. Bancorp Investments. Outside of his advisory role, he serves on the board of BestPrep, a foundation focused on financial literacy education, and is involved with the Finnish American Cultural Activities nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored investment advisory programs with options for discretionary and non-discretionary portfolio management, incorporating both in-house and third-party managers and offering integrated capital markets capabilities.

Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Prudente is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at John Hancock and Peloton Consulting Group, with a background spanning finance and consulting. 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 a range of advisory programs with tailored strategies implemented through in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Gretchen Zigman is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 a variety of advisory programs with customized investment strategies implemented through internal and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.

Jennifer Nelson is a financial advisor with LPL Financial based in Maple Grove, MN, holding a Series 66 credential and three years of industry experience. She has worked at firms including OSAIC and State Farm and maintains an active role with Jukin Media in social media. Jennifer also continues employment with Hilton Garden Inn alongside her advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources.

David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Murray is a financial advisor with Ameriprise in New Brighton, MN. He holds a Series 66 designation and began his advisory career in 2025. Prior to his current role, he has been involved with Wilson Golf Group since 2021. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored income recommendations. The firm serves individuals approaching or in retirement and integrates algorithmic tools alongside advisor input in its planning approach.

Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC, River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Milissa Grimsbo is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and BMO Bank NA. Outside of finance, she owns Grim Ink and Grimsbo Trucking Inc., a trucking company. 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. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by internal and third-party research.