James Wolf Jr. is a financial advisor with LPL Financial in New Richmond, WI, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

John Walsh is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has been with RBC Capital Markets since 2010. He also has a concurrent role at City National Bank beginning in 2019. 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 fee-based advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Russell Lewis III is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lewis serves on the board of the IDTS Medical Foundation, a nonprofit organization supporting patients who cannot afford respiratory care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and employs tailored investment strategies using both in-house and third-party managers.

David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Michelle Griffin is a CFP® professional with five years of industry experience. She is currently with Ameriprise and previously worked at Northwestern Mutual Wealth Management Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Bethany Hennen is an advisor with LPL Financial holding a Series 66 license. She has been with LPL Financial since 2021 and also operates North Oaks Cleaning LLC. Her prior work experience includes roles at La Grande BeautySpa & Boutique and Odyssey Resorts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supported by research and model portfolios.

Nicholas Sarasin Fuller is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. His prior experience includes roles with Avantax Advisory Services and financial planning support positions at Rychley Financial Services and Tax Smart Advisory Group LLC. Outside of financial advising, he works as a swim instructor for the YMCA of the North and as a substitute teacher through Kelly Education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and program structures.

Katherine Hilgedick is a financial advisor with Edward Jones in New Richmond, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Arctic Wolf Networks and Optum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Ethan Thompson is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Royal Credit Union and Heartland Credit Union. Thompson is also licensed as a notary in Wisconsin and Minnesota. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Nicholas Rasmussen is a Certified Financial Planner® with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm offers planning as either a one-time or ongoing service and allows clients to combine it with managed accounts under a consolidated billing option while keeping the services separate.

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or non-discretionary bases.

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 to 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Kohn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has a role at City National Bank since 2019. Outside of his advisory work, he serves on the board of the Stillwater Area Foundation and is an assistant hockey coach for a local youth team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers and providing various portfolio management and financial planning services.

Ryan Heroff is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has been with RBC since 2013. Outside of his advisory role, he serves on the Board of Directors for Youth Advantage and participates on the Board of Education for Salem Lutheran School. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party managers and offers integrated capital markets capabilities.

Brian Niemann is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 37 years of industry experience. He is the founder and president of Wealth Management Group, LLC, a business he has operated since 2002. Niemann has previously worked at LPL Financial for 23 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, corporate, employer-sponsored retirement plan, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures and custodial relationships.

Randon Dauman is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, he founded and serves as president of Next of Can, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to in-house and third-party managers.

Kyle Nielsen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds CFP® and Series 66 designations. Prior to joining RBC in 2017, he worked at Bank of America and Merrill Lynch. Nielsen is involved with the Angel Foundation, providing financial planning support to families dealing with cancer. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs.

Jacob Sanyi is a financial advisor with Wells Fargo Clearing in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes multiple roles at Wells Fargo entities since 2012 and several years at CJS Community Services Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients, supported by extensive research and analytics.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Jesse Bengtson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2020. Bengtson serves on the boards of the Greater White Bear Lake Community Foundation and the Mahtomedi First Down Foundation, organizations involved in community fundraising and supporting high school football. 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 various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, planning, custody, and brokerage services.