Jordan Fowler is a Financial Consultant at Fidelity Investments, bringing a focus on simplifying complex financial matters. In this role, Jordan collaborates with clients to organize their financial situations and develop customized financial plans utilizing Fidelity's tools and resources. Jordan has accumulated experience in various financial advisory positions including roles as an Investment Consultant, Planning Consultant, and Investments Solutions Representative at Fidelity Investments, as well as an Investment Counselor at Fisher Investments. This progression reflects a deepening expertise in financial planning and investment strategies. Outside of professional responsibilities, Jordan enjoys activities such as camping, fitness, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Gero Feaman is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Securian Financial Services Inc. and CRI Securities LLC. He is currently based in St. Paul, MN. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Benjamin Lewis is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has four years of industry experience. He previously worked at Tenet Corp and API Inc before joining RBC in 2022. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kenton Dotas is a financial advisor with Edward Jones in Oakdale, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Schulte is a financial advisor at Edward Jones with 21 years of experience in the industry. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he was with UVest Financial Services Group, Inc. and TCF National Bank/TCF Insurance. 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.

Christopher Schwartz is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients.

Rebecca Bown is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment products and strategies, managing approximately $2.74 trillion in client assets.

Sor Her is a financial advisor at J.P. Morgan Securities with 15 years of experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. He is based in Woodbury, MN. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eric Wenzel is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has previously worked with OSAIC and SagePoint Financial, and he has operated Wenzel Financial Services since 1992. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced research tools.

Amy Wild is a financial advisor with Edward Jones in Mahtomedi, MN, holding a Series 66 designation and ten years of industry experience. She has been with Edward Jones since 2016 and also operates Wild Staging & Organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Michael Bail is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is a band member with Tombstone Chapel, an activity he dedicates time to monthly. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering multiple investment models tailored to different client needs.

Sarah Berg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at H&R Block for one year and spent twenty years at Starbucks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Alexandra Herrera is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, N.A. since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jonathan Wolfe is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. His prior roles include positions at PlanMember Securities Corporation and VOYA Financial Advisors. He holds Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Darin Pilacinski is a financial advisor with LPL Financial who holds Series 66 and Series 63 licenses and has 24 years of industry experience. He has worked at several firms including Financial Engines Advisors, Gladstone Wealth Partners, and The Mutual Fund Store. Pilacinski also operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Kaosheng Messerly is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. Messerly is also involved as a licensed real estate agent, assisting clients in the purchase or sale of residential properties. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing a multi-advisor platform with a model-based investment approach focused on asset allocation and portfolio optimization.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Joseph Romain is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. His prior work includes three years as a self-employed professional following eight years as a student. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Gregory Krampe is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Gregory has been with Merrill Lynch since 1999, bringing extensive experience in total wealth management by providing advice and guidance on multidimensional personal and business finances. His approach involves understanding the specific situations of his clients to establish objectives, develop appropriate strategies, and review progress toward achieving financial goals. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Gregory earned his undergraduate degree in Economics and Finance from the University of Indianapolis. Outside of his professional work, he lives in Mahtomedi with his wife and two children. He is involved in the community as a youth sports coach and enjoys running marathons, boating, and spending time with his family.