Fargo, ND 28th Avenue South Office

Allison Jacobson is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including LPL Financial and Western State Bank. Outside of her advisory role, she is involved with BIO Girls, a nonprofit organization focused on improving the self-esteem of adolescent girls through empowerment and service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies and a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Shannon Nordick is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2015, with a seven-year tenure at Morgan Stanley from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Scott Heck is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory work, Heck serves on the boards of the Journey to Growth economic development initiative and the North Dakota State University Development Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and a range of integrated financial services.

Christopher Meier is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a volunteer board member for Fargo Post 2 Baseball, a local Legion Baseball 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 various advisory programs with tailored investment strategies, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Sonja Anderson is a financial advisor with RBC Capital Markets in Fargo, ND, holding CFP® and securities licenses including Series 63, 65, and 66. She has 23 years of industry experience, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 11 years. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Dylan Droegemueller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley. In addition to his advisory role, he performs minor tasks and maintenance for Morgan Joseph Properties, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and utilizes both in-house and third-party managers across diversified portfolios.

Patrick Mcgrath is a financial advisor at RBC Capital Markets in Fargo, ND, holding a Series 66 designation with 12 years of industry experience. Prior to joining RBC in 2025, he spent 10 years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member for Sons of Norway, a community organization based in Fargo. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using a mix of in-house and third-party investment managers tailored to client risk profiles.

Byron Trochman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and bringing 28 years of industry experience. He has previously worked with City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Trochman serves as a committee member advising on portfolio investments and allocation for the YWCA Cass Clay foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies supported by in-house and third-party managers, with options for discretionary and non-discretionary portfolio management and integrated capital-markets capabilities.

Chad Stark is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include six years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory work, Stark serves on several nonprofit boards, including Hope Lutheran Church, the YMCA, and the Fellowship of Christian Athletes, and participates in community governance through the 300 Broadway Homeowners Association. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Christopher Kollitz is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, Kollitz serves as a firefighter for the Dilworth Fire Department in Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Garrett Trochman is a financial advisor with RBC Capital Markets in Fargo, ND, holding Series 66 and Series 63 licenses and having 8 years of industry experience. Prior to joining RBC in 2026, he worked at MML Investors / Red River Financial Group for seven years and held positions with Mass Mutual and Northwestern Mutual, among others. Outside the financial sector, he has experience in the salon and day spa industry. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, as well as options for tax management and responsible investing.

Cory Miner is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Old National Bank, LPL Financial LLC, Raymond James Financial Services Advisors, and Wells Fargo Clearing. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with an investment approach that incorporates in-house and third-party managers tailored to clients’ risk profiles.

Brett Winkelman is a financial advisor with RBC Capital Markets in Fargo, ND, holding a Series 66 designation and six years of industry experience. His previous work includes roles at City National Bank, Wells Fargo Clearing, and the Fargo Assembly Company. He serves on the advisory boards for the NDSU Industrial Engineering program and the Fellowship of Christian Athletes of North Dakota. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and corporate clients. The firm offers customized portfolio management solutions using both in-house and third-party investment resources, with options for tax management and responsible investing.