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.

Seth Rugroden is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His previous roles include positions at LPL Enterprise LLC and Fraser. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Luke Sopha is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at several organizations, including the University of Minnesota and Northern Lakes Capital. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Alex Dahlen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, nA, and Anoka County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Kendra Triplett is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of her advisory role, she has experience in the restaurant and entertainment industry through Modern Talent USA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.

Todd Neils is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and with 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he owns and operates a woodworking retail business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides non-discretionary, research-driven recommendations focused on income stability and tax-aware withdrawal strategies for clients approaching or in retirement.

Patrick Boria is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has worked with Cambridge Investment Research Advisors since 2013, as well as Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, Boria serves as president of Boria Wealth Management, where he is involved in financial planning and acts as an expert witness on firm valuations. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Roya Moltaji is a financial advisor at Mass Mutual Investors Services with over 23 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at Metlife Securities, Inc. Since 2017, she has been involved in insurance sales through her own agency, ROYA, LLC, and currently serves as co-chair of a capital campaign and a finance committee member for a nonprofit foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Davis Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at RBC Wealth Management since 2015. He holds a Series 66 license and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

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.

Michael Brown is a financial advisor with Raymond James Financial in Minneapolis, MN, holding a Series 63 designation and over 40 years of industry experience. He has worked at Raymond James Financial since 1992 and was involved with Birch Cove Group, Ltd. from 2009 to 2024, where he also held officer positions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses a tailored, non-discretionary approach with analytical tools to support client goals and maintains unique affiliations to enhance its municipal and public finance offerings.

Shane Horihan is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrent experience at Wells Fargo Bank NA dating back to 2006. Outside of his advisory role, he is the lead content writer for The Learned Manager LLC and is involved in grape growing through Saoirse Vineyards LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets across more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Calvin Jackson is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC, U.S. Bank, and Wells Fargo entities. Outside of his advisory work, he owns Qualitino LLC, a business engaged in Amazon merchandise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Nicholas Olmedo is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he was involved with several other businesses, including International Cigars and Minuteman Press. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Thor Nelson is a Series 66 licensed financial advisor with Ameriprise in Minneapolis, MN, bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of advisory duties, he is a member of an investment real estate LLC and owns a rental unit managed by an outside company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Farley is a financial advisor with Cetera in Eagan, MN, holding a Series 66 designation. He has recent experience with Farley Financial Partners and Infor, and has been with Cetera since 2025. His background includes roles at educational institutions and retail prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options and oversight, supporting over 10,000 advisors and managing more than $256 billion in assets.

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.