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 designations and 15 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience at Cuna Brokerage Services, Inc. and Wings Financial Credit Union, both since 2014. 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 large network of investment adviser representatives.

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 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.

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.

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 five years of industry experience. She holds 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 been involved in the restaurant and entertainment industry through Modern Talent USA. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques, offering plans primarily in an advisory capacity.

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 with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2006. Outside of his advisory role, he serves as president of Boria Wealth Management and acts as an expert witness on financial planning firm valuations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary model strategies alongside third-party options.

Roya Moltaji is a financial advisor with MassMutual Investors Services in Minneapolis, MN, holding CFP® and ChFC® designations and 22 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously spent 14 years with Metlife Securities, Inc. Moltaji serves as co-chair of a capital campaign and is a member of a nonprofit finance committee, participating in leadership and financial advisory roles for local organizations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative annual planning engagements using firm-approved tools and offers additional planning services including divorce, estate settlement, and employer-sponsored 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 been with Raymond James Financial Services, Inc. since 1992 and also serves as an officer and president of Birch Cove Group, Ltd., a private client wealth management firm he has been involved with since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs risk profiling and analytical tools to tailor its advisory services and supports a large network of advisors and affiliated firms with specialized programs including municipal and public finance advisory work.