Adri Mehra is a financial advisor at Cetera with 13 years of industry experience. Mehra holds the Series 63 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining Cetera in 2023. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including third-party managers, model portfolios, and bespoke strategies.

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 at Cetera with 20 years of industry experience. He holds the Series 66 designation and has worked at several Cetera entities since 2023, as well as at CRI Securities LLC and Securian Financial Services Inc. from 2005 to 2023. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and various program structures.

Nicholas Uzpen is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Guaranty Bank, Impremis, Associated Bank, and Instacart. Outside of his advisory role, he is the owner of Peaceful Place Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

Thomas Vanyo is a financial advisor with Ameriprise in Robbinsdale, MN, holding a Series 63 designation and 51 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

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 with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Sor Her worked at Bank of America and Merrill for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Rutter is a CFP® with 19 years of industry experience currently with Cetera. He has held roles at firms including Securian Financial Services, Minnesota Life Insurance, and CRI Securities. In addition to his advisory work, he is a partner in Prospect Holdings LLC, which manages Anytime Fitness franchises, and is involved in ownership and financial management activities for that business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Andrea Murphy is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is a limited partner in a real estate business, Granite Properties, LLP. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeffrey Nelson is a financial advisor with OSAIC in Roseville, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at OSAIC since 2024 and previously operated Nelson Financial Services since 1988, in addition to a 41-year tenure at AMEV Investors/Fortis Investors, Inc./Woodbury Financial Service. Outside of his advisory role, he owns an insurance agency providing life, long-term care, and fixed annuity sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, and supports a complex platform that includes multiple mergers and private-equity involvement.

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.

Barry Oxton is a Series 66-licensed financial advisor with Ameriprise in Saint Paul, MN, and has 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients' retirement planning.

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.

Raymond Ramirez is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Ramirez is co-owner of Exeter Operational Support, LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.