Allen Steppa is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over the past five decades. In addition to his advisory role, he provides notary services as a complimentary benefit for clients. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

David Richter is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously was with City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with personalized strategies and access to in-house and third-party investment managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Alexander Armbruster is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following roles at Bank of America and Merrill from 2015 to 2018. Based in Minneapolis, MN, he is part of a large team of advisors within the firm. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile with access to both in-house and third-party investment managers.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Charles Williams is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for fourteen years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers.

Alexander Malm is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at RBC Global Asset Management (US) Inc. and RBC Capital Markets since 2019. Prior to his advisory roles, he was employed at US Bank via Robert Half temp agency and attended Gustavus Adolphus College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Andrea Lentz is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2010. Outside of her advisory role, she has experience as a homemaker since 2004. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Steven Tix is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Thrivent Financial and operated Blue Sky Guy Handyman Service, LLC. He also spent two decades at Travel Tags. 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 analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Rosanne Kelly is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2018, with prior roles at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Chad Fullington is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2011. He also earns income from youth baseball umpiring in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

William Boehm is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 65 designations. Boehm serves on the Board of Directors for the Minneapolis Downtown Council, participating in monthly meetings to contribute to community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Joseph Young is a Series 66-licensed financial advisor with RBC Capital Markets in Minneapolis, MN, where he has worked since 2007. He has 17 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using both in-house and third-party managers, with a wide range of portfolio management and financial planning services.

Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Daniel Brooks is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Karmin Corkery is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Karmin worked at United Natural Foods, Inc. for 19 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Zywotko is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in Minneapolis and has previously worked at Caissa Wealth Strategies, Orgel Wealth Management, Foremost Capital Management, and as a self-employed advisor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.