Anita Licari is a Certified Financial Planner® with 25 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. She serves on the Board of Directors for First Witness, a child advocacy organization, and the Kitchi Gammi Club, a private food and beverage club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that incorporate discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Taylor Ploss is a CFP®-credentialed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Fortune Financial and Securian Financial Services. Ploss serves as treasurer for the Beta Delta Chapter of the Sigma Pi Fraternity at the University of Kansas. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform that offers a range of customizable investment solutions and manages over $256 billion in assets.

Timothy Farley is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience at City National Bank from 2017 to the present. Outside of his advisory role, he is a partner in a real estate company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored strategies using a mix of in-house and third-party investment managers and provides integrated capital markets capabilities and alternative investment options.

Rene Chiriboga is a CFP® professional affiliated with Wells Fargo Clearing in Wayzata, MN, with 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Ryan Lynch is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined the firm in 2024 and has previous experience in various roles outside of the financial industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customizable investment advisory programs. The firm utilizes a combination of in-house and third-party managers to implement portfolios tailored to clients’ risk profiles.

Keeley Christoff is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2010, with a brief tenure at BMO Wealth Management from 2018 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, alongside capabilities in portfolio management, financial planning, and custody services.

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.

Allison Nelson is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of her advisory role, she volunteers as a member of the Endowment Fund at St. Bartholomew Catholic Church & School in Wayzata, MN, where her children attend school, and occasionally serves as a substitute choir member during Mass services. 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 with tailored investment strategies implemented through both in-house and third-party managers, alongside notable capital markets and integrated lending capabilities.

Jon Johansen is a financial advisor at Cetera with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, VPWM Advisors LLC, and Advantage Financial Resources, Inc., where he is also president. Johansen is involved in selling fixed insurance products alongside his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Russell Runck is a CFP®-certified financial advisor with Ameriprise, based in Watertown, MN, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for the Watertown-Mayer Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers algorithmically supported, non-discretionary recommendation reports.

Donald Cameron is a Series 66-licensed financial advisor with UBS Financial Services in Minneapolis, MN, where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he owns a rental property in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Patrick Olson is a CFP® professional affiliated with Cetera, with 19 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, Inc. for a decade and currently owns DAP Advisory, focusing on expense management and cash flow control. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Jack Tannahill is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Alerus Financial and Kings Walk Golf Course. 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, financial planning, custody, and brokerage services tailored to each client’s risk profile.

George Lawer is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is the owner of The Good Habits Company, providing marketing and product development consulting, and he is also involved in acting and print modeling with Meredith Model & Talent Agency. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jennifer Sellwood is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. In this role, she works closely with clients to help them and their families work toward their financial goals by providing access to Fidelity's brand, technology, and investment platform. Her professional experience includes positions as a Financial Advisor at Merrill Lynch from 2012 to 2013 and at Thrivent Financial from 2008 to 2010. Jennifer has a focus on wealth planning and emphasizes integrity in her advisory services. Outside of her professional work, Jennifer enjoys family activities, fitness, hiking, outdoor adventures, traveling, and yoga.

Ethan Voss is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. In his current role, he collaborates with clients to develop personalized financial plans that align with their goals and priorities. Ethan emphasizes understanding what is most important to his clients and their families to create financial plans that reduce stress and provide comfort. His experience at Fidelity Investments spans multiple facets of financial consulting, reflecting his commitment to supporting clients in managing their financial needs.

John Anderson, Sr. is a Wealth Management Advisor with over 25 years of experience in financial services and risk management. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. Additionally, John has earned the designation of Portfolio Manager within Merrill IAP and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). John and his team provide comprehensive wealth management services to a diverse clientele comprising families, retirees, business owners, physicians, attorneys, professional athletes, corporate executives, and non-profit organizations. Their approach emphasizes understanding clients' life priorities and financial situations to deliver personalized strategies centered on achieving specific financial goals such as college education planning, legacy planning, and retirement readiness. The team offers expertise in areas including executive compensation, managing new wealth, family wealth management strategies, and investment consulting for defined contribution and benefit plans. Active in his community, John has served on the boards of the Johnston YMCA and Charlotte Latin School Alumni Governing Board, as well as on the Parish Council of St. Nektarios Greek Orthodox Church. He speaks English and Greek and enjoys skiing, travel, yoga, music, fishing, golfing, tennis, spending time with family, and watching movies. Based in Charlotte, John is committed to helping clients pursue financial security and work optional lifestyles through a holistic and client-focused wealth management process.

Derek Cherne is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Derek serves on the Board of Directors and Executive Committee of the University of Wisconsin River Falls Foundation and is a board member of the Believe Foundation, a nonprofit focused on raising funds for spinal cord recovery. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Steinar Johnson is an Investment Consultant with experience at Fidelity Investments where he held roles including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Services Representative in 2023. He focuses on building trust-driven relationships by understanding clients' individual goals, providing clear and personalized financial guidance. Johnson works alongside clients to develop financial strategies tailored to their needs, acting as a knowledgeable partner through various stages of life. His professional approach centers on attentive listening and thoughtful planning to effectively support clients in achieving their financial objectives. Outside of his professional duties, Johnson has personal interests including fitness, football, social events with friends, outdoor adventures, skiing, and traveling.

Stephen Wehr is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, previously working at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.