Mark Smith is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously had roles at Bank of America and Merrill. Outside of his advisory work, he is a passive investor in TMS, LLC, an investment vehicle unrelated to his securities activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on client risk profiles and integrates both in-house and third-party managers to implement its investment solutions.

Glenn McMahon is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Charles Schwab, Brighton Jones, and US Bancorp. Outside of his advisory work, he is an investor and partner in TurnSignl, a roadside service company, and Pelva, a health industry business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Michael Kauls is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He has held his current roles since 2015. He holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without including implementation. The firm combines holistic, goal-based planning with managed account programs under a consolidated billing option, maintaining a separation between planning and portfolio management.

John Crosland is a CFP®-designated financial advisor with Ameriprise in Hanover, MN, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he serves as the head coach for the Buffalo High School Boys Swim and Dive team and is a scoutmaster for Scout Troop 563. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Dekeuster is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2006. Outside of his advisory role, he is involved in business coaching through a consulting firm he co-owns and participates in a business consulting study group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

William Bard is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with RBC Capital Markets since 2016 and previously worked at City National Bank starting in 2017. Outside of his advisory work, Bard is involved in community activities, including serving on the board and as Treasurer of the Jungle Theater, a local arts institution, and participating in fundraising for The Sanneh Foundation, a youth development organization. He is also associated with a family-owned coffee shop, Claddagh Coffee, in St. Paul, MN. RBC Wealth Management serves a broad client base ranging from individual investors to institutional clients and offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers, with features including tax management, responsible investing options, and access to alternative investments.

Aaron Petersen is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Sturgis is a financial advisor with RBC Capital Markets in Medina, MN, holding a Series 63 designation and 23 years of industry experience. He previously worked at LPL Financial for nine years before joining RBC Capital Markets in 2020. Outside of his advisory role, he is a 49% owner with management responsibilities of two European Wax Center locations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm provides tailored investment advisory programs with discretionary and non-discretionary portfolio management through a combination of in-house and third-party managers, supported by its capital-markets capabilities.

Anthony Bumgarner is a financial advisor with LPL Financial based in Fridley, MN. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services Inc. and Cuna Mutual Group for 15 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.

Nicholas Valento is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has held roles at Osaic Wealth, Gradient Securities, and AKA Sports prior to joining LPL Financial. Outside of his advisory work, Valento is involved as a personal care assistant with Consumer Choice Services. 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, model portfolio programs, third-party asset management, and institutional platforms.

Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 financial planning covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kevin Butzen is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Before joining RBC Capital Markets in 2025, he worked at Creative Planning Legal, P.A., and practiced law as an attorney from 2020 to 2023. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm integrates multiple investment managers and strategies, with options for tax management and responsible investing.

Andrew Ulland is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Olympus Ventures LLC and Cornerstone Capital Management. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative screens and qualitative research.

Toni Topp is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. She has worked at firms including Edward Jones and Wells Fargo Clearing, and is currently involved with Infinity Private Wealth, LLC. Additionally, she 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 supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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.

Deidre Tomczak is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding Series 65 and Series 63 designations and nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

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.