Larry Nielsen is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2011 and is also affiliated with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves 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, tailoring strategies through both in-house and third-party managers according to each client’s risk profile.

Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Jacobson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Outside of his advisory role, he is involved in property rehabilitation through ownership of RayBill Properties, LLC. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations, combining modeling and tax-efficiency analysis to support clients’ retirement strategies.

Joel Kozlak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at City National Bank and Bank of America, in addition to his current role at RBC Capital Markets. Outside of his advisory work, he is actively involved in managing a personal 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 offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Denise Rohrick is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she spent 10 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market scenario modeling.

Gaylen Harms is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at multiple firms, including Securian Financial Services and North Star Consultants, where he has been active since 1983. Harms serves as a director on the board of Walker Methodist and as treasurer and finance chair for Wolf Ridge ELC. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, managing over $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Raymond Elderd III is a Series 66 licensed advisor at Equitable Advisors with eight years of industry experience. His prior roles include positions at First Command Advisory Services and Brocade Communications, as well as a 34-year career with the US Army and Army Reserve. Outside of his advisory work, he serves as President of the Jeffers South Townhomes Association and Treasurer of the Minnesota Chapter Military Officers Association of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Adam Rice is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2014. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes a centralized service team, tax-aware withdrawal strategies, and a defined investment universe influenced by affiliated product relationships.

Evan Runkel is a financial advisor with Raymond James & Associates in Edina, MN, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, and Thrivent Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients through a range of advisory and consulting services with a focus on tailored financial planning and non-discretionary investment consulting.

Travis Johnson is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Advisors in Edina, MN. He has worked across multiple divisions within Wells Fargo since 2011. Outside of his advisory role, he owns and operates a woodworking project business called Poimen's Projects. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored financial recommendations.

Barry Minsker is a CFP® professional with 25 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Securities America Advisors, LPL Financial, and SII Investments, Inc. Outside of his advisory role, Minsker has been involved with the Eagan Traveling Basketball Association and the Eagan Foundation for nearly two decades. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Mark Booth is a CFP® professional affiliated with LPL Financial, bringing 17 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Mass Mutual Investors Services and has a longstanding affiliation with MassMutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Koetter is a financial advisor with Cetera and holds a Series 66 designation. He has eight years of industry experience, including prior roles at LPL Financial and Focus Financial Network. Outside of advisory work, Koetter has involvement in tax preparation and accounting services through Wochnick Tax Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Elizabeth Larson is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2013, including a prior period from 2013 to 2017 and continuously since 2019. Larson also worked at Ameriprise Financial Services from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management and uses both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Benjamin Lamar is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Trafera LLC for five years and has held various positions including at Shane Co. and Colorado Christian University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Kimberly Nau is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Armstrong Cooper Youth Hockey Association and is a registered team member at BDLR Group Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Zoya Nomani is a financial advisor at Edward Jones in Lakeville, MN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Ameriprise Financial and various positions outside the financial sector, including freelancing in design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Martin Wheeler is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of advisory work, he is a partner in MCW Ventures LLC, a business involved in the rental of airplane hangars. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers tailored to clients’ risk profiles.

Matthew Anderson is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.