ADVISOR BIO

John Windham Peterson is a financial advisor with over 30 years of experience in the industry. John is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously worked with Morgan Stanley, Citigroup Global Markets Inc., Morgan Stanley DW Inc. and UBS Financial Services Inc. John holds Series 7, 9, 10, 31, 63 and 65 licenses. John provides investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.

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ADVISOR BIO

Jolene Knapp is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. Jolene has a strong background in financial planning, portfolio management, and investment consulting services. Jolene has held various positions at WELLS FARGO CLEARING SERVICES, LLC, UBS FINANCIAL SERVICES INC., and PIPER JAFFRAY INC. Jolene is registered as a broker-dealer in 32 states and as an investment advisor in 3 states. She has obtained the Series 3, 4, 7, 31, 63, and 65 licenses and the SIE designation.

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Jonathan Joseph Bottema is an investment advisor representative with UBS Financial Services Inc., a firm that manages more than $50 billion in assets. Jonathan has been in the securities industry since July 1997. Jonathan holds Series 7, 9, 10, 63, and 65 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Mexico, New York, North Carolina, North Dakota, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming.

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Jonathan Hess is a financial advisor with over 28 years of experience in the industry. Jonathan is registered with Stifel, Nicolaus & Company, Inc., and is currently licensed in 31 states and two U.S. territories. Previously, Jonathan worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Jonathan is a Series 7 and Series 63 licensed professional and holds the SIE and Series 65 certifications. Jonathan specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, pooled investment vehicles, and banking or thrift institutions. Jonathan offers financial planning, portfolio management, educational seminars, pension consulting, and selection of other advisors.

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ADVISOR BIO

Jonathan Bryant is an investment advisor representative with Osaic Wealth, Inc. Jonathan is a licensed advisor, with over 20 years in the financial industry. Jonathan is a highly experienced and knowledgeable advisor who helps clients in Minnesota, Florida and Texas with their investment needs. Jonathan is licensed to advise in over 16 states. Jonathan is also a licensed insurance agent.

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Jonathan David Eiss is a financial advisor registered with U.S. Bancorp Investments, Inc. Jonathan has been working in the financial services industry since 1993. Jonathan is currently registered with the state of Minnesota and is licensed to offer a variety of financial products and services. Jonathan is a highly experienced financial advisor with a strong track record of success.

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Jonathan Applebaum is a financial advisor with Morgan Stanley, a registered investment advisor based in Wayzata, Minnesota. Jonathan has been active in the industry since 2019 and is registered to provide investment advice in 51 states and the District of Columbia. Jonathan has a Series 66, Series 7TO, Series 31 and SIE licenses. Jonathan has previous experience with Sanford C. Bernstein & Co., LLC, Zamansky Professional Association, Minnesota House of Representatives, Morrison Sund P.L.L.C. and JYA Ventures, LLC. Jonathan specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Jonathan has been with Morgan Stanley since July 2022.

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ADVISOR BIO

Jonathan Edmon Tarshish is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Jonathan has been registered with FINRA since 1992 and holds the Series 7, Series 63, Series 65 and SIE licenses. Jonathan has also held positions at UBS Financial Services Inc. and PaineWebber Incorporated. Jonathan is currently registered in 27 states and holds an active registration with the state of Minnesota as an Investment Advisor Representative. Jonathan specializes in working with a variety of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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Jonathan Matthew Deckenbach is a financial advisor who has been in the industry since 2009. He currently works at RBC Capital Markets, LLC and holds a Series 7, Series 66, and SIE licenses. Jonathan is registered as a broker-dealer and investment advisor representative in multiple states. He is also a Certified Financial Planner. Jonathan specializes in providing financial planning, portfolio management, and other investment services to individuals, businesses, and institutions.

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ADVISOR BIO

Jonathan Andrew Eklin is a financial advisor with UBS Financial Services Inc. Jonathan has been in the industry since June 1989. He is registered with FINRA and the state of Minnesota. Jonathan has a variety of product licenses, including Series 7, Series 3 and SIE. Jonathan specializes in a variety of services including financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.

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