Jordan Meier is a financial advisor with Thrivent Investment Management based in Minneapolis, MN, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes roles in healthcare and manufacturing sectors, including at Limitless Male medical clinic and Diamond Plastics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without implementation services. The firm emphasizes holistic, goal-based analyses and coordinated planning with managed accounts through its WealthPlan option, focusing on ongoing review and advisor-led plan updates.

Ian Scheerer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, also maintaining a role at Wells Fargo Bank, N.A. since 2005. Outside of his advisory work, he acts as a power of attorney for family members in investment-related matters. 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 combines brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

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 with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, his work history includes roles at various companies outside the financial sector and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with a focus 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.

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 with Equitable Advisors in Minneapolis, MN. He holds the Series 66 designation and joined the industry in 2026. Prior to entering financial advising, he has work experience at the University of Minnesota, Daily Printing Inc./Wallace Carlson, Forest Lake Automotive Group, and Clives Roadhouse. Equitable Advisors serves individual clients across wealth levels, as well as pension, profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment 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. His prior work includes roles at MosquitoRator and Lyman Lumber, as well as a period as a student at Iowa State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

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 based in South St Paul, MN. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and Bremer Bank. Mcdonald is also associated with Simplicity Life. 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 portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.

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.

Matthew Anderson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 27 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 planning that addresses a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Charles Nesser is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 10 years with Cambridge Investment Research, Inc. Outside of his advisory role, he operates Nesser & Nesser Financial Group as an independent insurance agent and serves as a notary public. 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 multiple platforms and offers both discretionary and non-discretionary management services.

Michael Arnold is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 license and 26 years of industry experience. He has worked at LPL Financial since 2004 and previously at Ameriprise from 2000 to 2004. Outside of his advisory role, Arnold has involvement in farmland investment through an LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Sampair Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors, Morgan Stanley, and Merrill. He also operates Sampair CPA, a tax and accounting business. 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 portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.