Ryan Jex is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Thrivent Investment Management Inc and Thrivent Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles and utilizing a combination of in-house and third-party investment managers.

Matthew Lemay is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at 1834 Investment Advisors Co., Old National Bank, and Mutual of America Life Insurance Company. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Sandra Ganske is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. She has worked at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2022. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of portfolios.

Jeffrey Siegle is a financial advisor with Ameriprise in Vadnais Heights, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021, following prior roles at Andersen Windows and Sleep Number Inc. Ameriprise provides retirement-income planning services for individuals typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Paige Kunkel is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Piper Sandler, Lexidy Law, and Kunkel & Associates, along with employment at Target. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Eric Erickson is a financial advisor at Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Revolutionary Science for 23 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies and discretionary separately managed accounts, supported by third-party asset managers and custodians.

Louis Oswalt is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with RBC Capital Markets Corporation since 1998. Outside of his advisory role, he serves as an usher for the Minnesota Twins Baseball Club and is President of the New Hope Lions Club. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs featuring discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jacob Geiermann is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Baker & Hostetler LLP and JD Legal Planning PLLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with tailored portfolio management solutions utilizing both in-house and third-party investment managers.

Gregg Anderson is a financial advisor with OSAIC who holds the CFP® designation and has 48 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and previously worked at Financial Dimensions Group, Inc. for 23 years. Outside of his advisory work, he is involved in several non-investment activities, including ownership in a Jimmy John's franchise, operating a cattle farm, and preparing tax returns on a volunteer basis. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party programs to manage portfolios across a broad range of investment types.

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Dale Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. 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 variety of advisory programs with customized portfolio management and financial planning services, leveraging a mix of in-house and third-party investment managers and a broad range of investment options.

Sean Naughton is a CFA® charterholder with 18 years of industry experience. He is currently with RBC Capital Markets in Minneapolis, where he has worked since 2017. Prior to that, he spent ten years at Piper Jaffray & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies through various advisory programs, utilizing both in-house and third-party managers.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Jack Puder is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Equitable Advisors and has experience in screen printing supply distribution as an assistant at Northwest Graphic Supply Co. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple account management styles, with a complex corporate structure that includes private-equity ownership and multiple merger consolidations.

Brett Manning is a CFP®-designated financial advisor with Ameriprise in Arden Hills, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Manning is involved in business ownership through the Bartel Manning Group and also provides client service support and business leadership for GEM Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securian Financial Services Inc and CRI Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Erik Gorsuch is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, including time at AMERIPRISE FINANCIAL SERVICES INC and LPL Financial. He serves on the Board of Directors for the Boys & Girls Club of the Twin Cities. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.