Ryan Dowhower is a financial advisor with Ameriprise in West St Paul, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Fischer is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Levi Klein is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Skyhawk Sports, Superior Asphalt, and a four-year period at Denison University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jordan Meier is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Thrivent, Meier worked in various roles including at Limitless Male medical clinic, Diamond Plastics, and Eberl Plumbing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a one-time or ongoing basis, addressing a range of topics without portfolio management or institutional advisory services.

Ian Scheerer is a financial advisor with Wells Fargo Clearing in Rochester, MN, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney on investment-related matters for family members. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menu.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Hannah Rasmussen is a financial advisor with Cetera, holding a Series 66 designation. She has one year of industry experience and previously worked at Waypoint Wealth Group and Cetera Wealth Services, LLC. Outside of finance, she has experience in the hospitality sector, having worked at Blackhawk Country Club and The Great Dane Pub and Brewing Company. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored 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 that includes affiliated and third-party managers.

Ethan Schammel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial industry, such as positions at Red Lobster and Target, and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Muldowney is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

Calvin Adams is a financial advisor at Cetera based in Minneapolis, MN, holding a Series 66 designation. He has less than one year of industry experience. Outside of his advisory role, he is involved with the Global Ambassador Hotel. 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 that includes affiliated and third-party managers.

Ryan Rogneby is a financial advisor at RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Minneapolis, MN. He holds the Series 66 designation and has eight years of industry experience, having worked at RBC Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Riley La Mott is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. Riley has one year of industry experience, beginning their advisory career at Equitable Advisors in 2026. Prior to this role, Riley's work history includes roles outside the financial industry as well as studies at the University of Minnesota. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, focusing on both advisory and brokerage solutions.

Zach Stewart is an Investment Consultant who focuses on educating and empowering clients by utilizing the tools and resources available at Fidelity. He employs a holistic planning approach, collaborating with clients to develop plans tailored to their specific goals and needs both presently and in the future. His professional experience includes positions as a Tax Associate at Olsen Thielen CPA's from 2023 to 2024 and as an Investments Intern at Morgan Stanley from 2021 to 2022. These roles have contributed to his understanding of tax and investment strategies. Outside of his professional work, Zach has interests in fishing, gardening, golf, hiking, pets, and traveling.

Samuel Streetar is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, his work experience includes roles at MosquitoRator, Lyman Lumber, and Iowa State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, collaborating extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Scott Storkan is a financial advisor at Ameriprise in Minneapolis, MN, with 14 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2011, initially at Ameriprise Financial Services, Inc. before joining the current firm in 2020. Outside of his advisory role, he is employed in retail sales, fulfilling online orders and shipping. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Aaron Getz is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.

Michael Mcdonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Raymond James Financial Services Advisors Inc., Bremer Investment Services, and Bremer Bank. He is also involved with Simplicity Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Eric Lehn is a financial advisor at Ameriprise in Andover, MN, holding a Series 66 designation with eight years of industry experience. He has worked at Ameriprise since 2017, following two years at Somerset Group LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing 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 tailored, non-discretionary recommendations through a centralized consulting team.

Dawn Barrett is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with RBC Wealth Management since 1995. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.