Jamie Carlson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Premier Marine, Cintas Corporation, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of managed strategies and affiliated investment products.

Erica Dirkes is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. She previously worked at Mindful Time Coaching LLC for three years and has been with RBC Capital Markets since 2014. 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 a range of advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party managers.

Steven Culbert is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch from 2008 to 2017 before joining RBC in 2017. Outside his advisory role, he is a passive investor in an investment vehicle, TMS, LLC. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Gordon Defiel is a financial advisor at OSAIC with two years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he has worked at firms including Gradient Financial Group and First Resource Group. Outside of advisory work, he provides life insurance and fixed annuities to clients through his role as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Darcy Frederickson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential. He began his career in 1998 at U.S. Bank, where he worked for 27 years before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Cynthia Stacy is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Voya Financial Partners and ReliaStar Financial. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Michael Kriegler is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Prior to joining RBC in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Brian Knuttila is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank N.A. for a combined 20 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to each client’s Advisory Risk Profile using a combination of in-house and third-party investment managers.

Anthony Hulsebus is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is the owner of Dominion Ministries International, a nonprofit that educates the public on topics related to the Christian faith. RBC Wealth Management serves a broad range of clients, including individuals, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Polly Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 17 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, Dedrick is involved as Vice President of a general contracting and handyman services business and is a self-employed musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Alicia Luther is a financial advisor at RBC Capital Markets with 13 years of industry experience. She has been with RBC Capital Markets since 2009 and has a background including long-term involvement with Partners In Community Supports. Luther serves on the advisory board of Best Buddies in Minnesota, an organization focused on enhancing the lives of people with intellectual and developmental disabilities. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, and brokerage services to individual, institutional, and charitable clients. The firm customizes investment strategies based on client risk profiles and offers a range of advisory programs that combine in-house and third-party investment management.

Melissa Machlitt is a financial advisor with OSAIC in Plymouth, MN, holding Series 66 and Series 63 designations and 30 years of industry experience. Her prior experience includes roles at Advisornet Financial Partners, Cetera Advisor Networks, and Jra Financial Advisors. She is also involved in managing office space subletting through her businesses in Plymouth. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms with access to third-party money managers and a wide range of investment options.

Lisa Murray is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Bryan Mcmullen is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2015. 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 a range of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Matthew Moore is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at SGM-FX and Paragon Trading Partners, as well as self-employment in financial trading activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, with portfolio management services delivered through both in-house and third-party providers.

Christopher Sieg is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Eric Kajer is a CFP® with 28 years of experience, currently affiliated with OSAIC and Financial Dimensions Group, Inc., where he has worked since 2005. His background includes providing investment advice and selling fixed insurance products, such as life, disability, and long-term care insurance. Kajer also holds a power of attorney for his mother and is involved in managing a personal real estate investment. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with access to third-party money managers, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes.

Elliott Retelle is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Outside of his advisory role, Retelle is active in youth sports as the owner and coach of Saint Paul Woodchoppers, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Connor Luetke is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients with substantial assets managed within Ameriprise.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.