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 with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Mark Gallagher is a CFP® with 42 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc since 2025. Prior to this, he worked for Commonwealth Financial Network for 30 years and has operated Gallagher Financial Services since 1984. Outside of advisory work, he owns and operates income tax preparation and health insurance businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party manager options.

Shannon Mcginty is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Securian Financial Services Inc. Since 2023, Mcginty has also been involved with North Star Resource Group. 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 institutions. The firm offers various portfolio management and retirement services through a multi-manager platform and supports a network of over 10,000 advisors.

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 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.

Kazuma Matsuo is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Mizuho Bank Ltd. from 2024 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that offers written asset allocation advice, investment manager searches, and customized performance reporting while allowing clients to retain final decision-making authority.

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, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Wings Financial Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bruce Ringkob is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has 23 years of industry experience, having worked at Wells Fargo Bank, N.A. since 2002 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kurt Kobes is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Robert W. Baird & Co. since 2016, following roles at Wells Fargo Clearing and Edward Jones. Outside of finance, he operates a small photography business specializing in one event per year. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through various financial planning and portfolio management services.

Justin Mc Gaunn is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent and its affiliates since 2026, having prior experience at Globe Life Insurance/American Income Life and other roles outside the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based, holistic financial planning without discretionary trading authority. Their approach includes a consolidated billing option called WealthPlan that combines planning with managed-account services while keeping the two separate.

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 registration and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and over three decades with Blaeser Mischke Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.