ADVISOR BIO

Aaron Howe is a financial advisor who has been in the industry since 1994. Aaron is registered with RBC Capital Markets, LLC and is currently licensed to practice in Minnesota and Texas. Aaron holds a Series 63, 65, 66, and 7 license as well as the SIE. Previously, Aaron was employed by Miller Johnson Steichen Kinnard, Inc., John G. Kinnard and Company, Incorporated, and R.J. Steichen & Company. Aaron provides financial planning, portfolio management, and pension consulting to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Aaron Elkins is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with LPL Financial LLC in Wayzata, Minnesota. Prior to joining LPL Financial, Aaron worked with BMO HARRIS FINANCIAL ADVISORS, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Aaron holds the Series 7, Series 24 and Series 66 licenses and is a Certified Financial Planner. His experience includes providing financial planning, investment management, and consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Abbey Eliason is a financial advisor registered with Morgan Stanley in Wayzata, MN and is licensed to provide securities and investment advisory services in 26 states. Abbey has been in the securities industry since 2018 and has a Series 7, Series 66 and SIE licenses. Abbey previously worked with Ameriprise Financial Services, LLC for over 4 years before joining Morgan Stanley.

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ADVISOR BIO

Abby Christine Dority is a financial advisor registered with Ameriprise Financial Services, LLC. Abby has been a registered representative since May 10, 2004, with extensive experience in the financial services industry. Abby is licensed to provide financial advice in 34 states. Abby also holds the Series 63, Series 7, and SIE licenses.

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ADVISOR BIO

Adam Mitchell Jakes is a financial advisor with Ameriprise Financial Services, LLC. Adam has been in the financial industry since June 2018. Adam is registered in Minnesota and Texas. Adam holds a Series 66 license, a Series 7 license, and a SIE license. Adam specializes in providing financial planning services and portfolio management services to individuals and businesses.

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ADVISOR BIO

Adam Brady is a financial advisor registered with RBC Capital Markets, LLC. Adam has been in the financial services industry since 2023. Adam has a Series 7TO and a SIE license, and holds registrations in Minnesota and Texas.

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ADVISOR BIO

Adam Wondra is an Investment Advisor Representative with LPL Financial LLC, based in Wayzata, Minnesota. Adam Wondra has been in the financial services industry since 2016 and has experience with both Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, LLC. Adam Wondra holds the Series 6, 7, 63, and 65 licenses. Adam Wondra has experience serving a variety of clients including corporations, individuals, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal government entities. Adam Wondra offers a variety of financial advisory services including financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Adam Johnson is a financial advisor registered with RBC Capital Markets, LLC. Adam has 5 years of experience in the industry and is registered with the state of Minnesota and Texas. Adam is also a registered Investment Advisor Representative (IAR) in Minnesota and Texas. Prior to joining RBC Capital Markets, LLC, Adam was employed with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam offers a wide range of financial services, including portfolio management, financial planning and pension consulting.

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ADVISOR BIO

Alex Gregory Wattermann is a registered Investment Advisor Representative with Dougherty Wealth Advisers LLC in WAYZATA, MN. Alex has been in the financial services industry since June 2023 and holds the Series 65 and SIE licenses. Alex focuses on providing financial planning and portfolio management services for individuals and high-net-worth individuals. Dougherty Wealth Advisers LLC has been in business since 1996 and provides financial planning, investment management, and wealth advisory services to individuals, families, and charitable organizations.

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ADVISOR BIO

Alexander Lawson is a financial advisor with Ameriprise Financial Services, LLC, in Wayzata, Minnesota. Alexander has been in the financial industry for over 9 years and has been with Ameriprise since 2014. Alexander is a Registered Representative and Investment Advisor Representative and holds FINRA Series 66, 7 and SIE licenses. Alexander is also registered in 28 states as a broker-dealer. Alexander provides financial planning, asset allocation services, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Alexander also works with high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.

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