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.

Benjamin Lewis is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has four years of industry experience. He previously worked at Tenet Corp and API Inc before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

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.

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.

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.

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.

Michael Khoury is a ChFC® with 53 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Advisors for 25 years. Outside of his advisory role, he consults on marketing strategies for an educational publisher focused on reading and writing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Thomas Vanyo is a financial advisor with Ameriprise in Robbinsdale, MN, holding a Series 63 designation and 51 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

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.