Isaac Hanson is a financial advisor at UBS Financial Services with two years of industry experience. He previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes diverse positions across several industries. Hanson holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Tracy Gehrke is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and bringing 15 years of industry experience. Prior to joining Ameriprise in 2023, Gehrke worked for Riversource Distributors Inc. for nine years. Gehrke also supports financial advisors through Summit Management, assisting with meeting preparation, client contact, scheduling, and trade support. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a large client base through a variety of advisory, brokerage, and insurance solutions typical of an institutional firm.

Jason Arnett is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Shannon McGinty is a financial professional with 17 years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at firms including Ameriprise Financial Services and Securian Financial Services. McGinty is also involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

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.

Kathleen Warmack is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services distinct.

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.

Kazuma Matsuo is a financial advisor at J.P. Morgan Securities, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mizuho Bank Ltd. and JPMorgan Chase Bank, N.A. He completed multiple terms at St. Olaf College during his early career. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Hutchinson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Assetmark Financial and Assetmark Brokerage Corporation. He also maintains an affiliation with HCG & Associates, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning, tailored to clients’ risk profiles and implemented using both in-house and third-party investment managers.

Robert Metcalf III is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Winslow Capital, Heartland Advisors, Schwarz Dygos Wheeler Investment Advisors LLC, and Marquette University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Robyn Eisinger is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Marc Kenville is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves at Cuna Brokerage Services, Inc. and Wings Financial Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party subadvisors, and advanced research.

Bruce Ringkob is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2002 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kurt Kobes is a financial advisor with Robert W. Baird & Co. INC. in Inver Grove Heights, MN, holding a Series 66 designation and 15 years of industry experience. He worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Baird in 2016. Outside of financial advising, he operates a small photography business, specializing in one wedding or event per year. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional asset allocations, and provides municipal advisory and public finance services alongside its broader capabilities.

Jason Walters is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at RBC Capital Markets. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Danny Gordon is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Buddi Inc. and has experience in education and retail sectors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.

Mark Mischke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and running Blaeser Mischke Financial Group, Inc. He is also involved with Mischke Financial Group, LLC, an entity related to his LPL business. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering a variety of advisory programs and financial planning services through a national network of investment adviser representatives.

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.