Evan Loh is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His prior work includes roles at BMO, BMO Harris Bank, and Fifth Third Bank. Outside of his advisory work, he is involved as a youth soccer coach with MapleBrook Soccer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

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.

Eric Deans is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2016, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Equitable Advisors. Ameriprise Financial Services is a large, diversified advisory 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 advice focused on dependable income and tax-aware withdrawal strategies.

Katherine Maki is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, Wells Fargo Clearing Services, Fidelity Investments, and the Natural Science Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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.

Mark Reed is a financial advisor with Ameriprise in Maplewood, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he co-owns Universal Arc Studios LLC, a book publishing and game design business, and creates music using AI tools, distributing tracks on major platforms such as Spotify and Apple Music. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

George Morrison II is a financial advisor at RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Grazzini Brothers & Company and Mortgage Solutions Financial. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

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.

Jason Beumer is a CFP®-certified financial advisor with RBC Capital Markets in Minneapolis, MN. He joined RBC Capital Markets in 2025 after 13 years at US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment needs.

Dylon Broten is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in the food service industry, including positions at Pizza Luce and Jimmy John's. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Peter King is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Waddell & Reed, and Raymond James during his career. In addition to his advisory work, he has served with the Stillwater Fire Department since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Fox Morral is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining RBC Capital Markets, Fox worked at CAMP Digital and held various roles outside finance, including positions at Augsburg University Department of Public Safety and Sun Country Airlines. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering a range of advisory programs and tailored portfolio management services that utilize both in-house and third-party investment managers.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeanne Chapple is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and AdvisorNet Financial. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines automated modeling with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kipp Walberg is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 multiple wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management and financial planning services.

Justin Antonides is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ronald Burkhalter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Ameriprise and United Health Group. He has been with Thrivent and its affiliated entities since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Aaron Jones is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial and its affiliated entities since 2019. Outside of his advisory role, Jones serves on the board of Minnesota United Methodist Builders East and holds leadership positions within local church missions and the Northern Star Council of the Boy Scouts of America. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers integration with managed-account programs while maintaining separate planning and management services.

Matthew Borash is a Senior Financial Advisor with the Duddingston Sylvester Group at Merrill Lynch Wealth Management. He provides tailored advice and guidance to individual and executive clients, focusing on aligning their financial strategies with personal objectives and priorities. Matthew specializes in executive compensation, equity compensation services, legacy planning, managing new wealth, personal retirement planning, and tax minimization, assisting clients in making informed decisions around retirement strategy, wealth planning, investment management, business modeling, cash flow, and customized lending access. Matthew began his career at Merrill as an intern in 2017 and joined full-time in 2018, progressively taking on increasing responsibilities. He holds a Bachelor of Business Administration in Finance from the University of Minnesota Duluth and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew also holds the qualification of Senior Portfolio Advisor, enabling him to manage discretionary custom investment strategies for clients. Outside of his professional role, Matthew participates in Ducks Unlimited and enjoys outdoor activities such as skiing, golfing, boating, camping, fishing, hunting, soccer, and traveling. He values spending time with family and appreciates the seasonal opportunities offered by Minnesota’s environment.