Kevin Butzen is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has a legal background, having previously worked at Creative Planning Legal, P.A., operated his own legal practice, and been with Johnson Law Group, P.A. prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm provides a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment resources.

Andrew Ulland is a financial advisor with J.P. Morgan Securities in Minneapolis, MN. He holds Series 65 and Series 66 credentials and has five years of industry experience. His prior roles include positions at Olympus Ventures LLC and Cornerstone Capital Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Toni Topp is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. Prior to joining Cetera, Topp worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to advising, Topp serves as an assistant to the dean at Metropolitan State University, conducting research for the College of Business and Management. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm operates a multi-manager platform with a variety of investment strategies and program structures, managing over $256 billion in assets.

Taylor Ostien is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and three years of industry experience. He has previously worked at LPL Financial, Royal Alliance Associates, and Financial Dimensions Group. 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 claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Philip Dahlof is a financial advisor with Thrivent Investment Management in Roseville, MN, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. 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 planning covering various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."

Brian Burnham is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of his advisory role, he serves as the executor of his parents’ will. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Robert Porter is a financial advisor with Ameriprise Financial Services in Plymouth, MN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at IBM and St. Cloud State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing tailored retirement planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Johnson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2009, following a seven-year period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Heidi Johnson is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 20 years of industry experience. She holds a Series 66 credential and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is an active owner of a rental property. 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 portfolio management and financial planning services through a variety of advisory programs utilizing both in-house and third-party investment managers.

James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.

Rebecca Lindholm is a financial advisor at RBC Capital Markets with seven years of industry experience and holds a Series 66 designation. Prior to her advisory role, she worked at Woolleys Steakhouse for one year from 2017 to 2018. 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 a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's Advisory Risk Profile.

David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Wellen is a financial advisor at RBC Capital Markets based in Minneapolis, MN. He holds a Series 66 designation and has experience at Ameriprise and RBC Wealth Management. Outside of finance, he has worked at golf clubs including Bunker Hills Golf Club and Victory Links Golf Course. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with personalized portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Brian Bowen is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. He has been with Osaic Wealth, Inc. since 2022 and also works with Financial Dimensions Group, Inc. Beyond his advisory role, Bowen is a licensed insurance agent selling life, fixed, and non-securities related insurance products. OSAIC serves a broad mix of retail and institutional clients, 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 with a variety of platforms and uses firm-provided tools to construct diversified portfolios managed on discretionary or non-discretionary bases.

Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brennen Hill is a financial advisor at Ameriprise in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He joined Ameriprise in 2025 and has prior work experience in various industries, including healthcare and retail. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Cassandra Corbin is a financial advisor with Wells Fargo Advisors in Coon Rapids, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2016. Corbin has ownership interests in two investment advisory firms, Freedom Wealth Management LLC and Cassandra Corbin LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm integrates advisory services with banking and other financial products, offering tailored recommendations supported by proprietary research and planning tools.

Katherine Flood is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. She previously worked at Ameriprise for four years and has experience in education and private family services. Outside of her advisory role, she is involved with Royal Ideas LLC, where she holds responsibilities related to an Ameriprise franchise. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.